The Householder Group
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The Householder Group Employees
Radian Partners, LLC November 2011 - Present
Radian Partners, LLC 2004 - Present
The Householder Group September 2004 - November 2011
CRIIMI MAE 1998 - 2002
Education
University of Miami - School of Business 1987 — 1989
MBA
The University of Memphis 1978 — 1982
BBA
Lake Avenue Tax & Business Services 2015 - Present
LPL Financial November 2003 - Present
The Householder Group July 2002 - July 2003
American Express March 1995 - July 2002
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Investment Advisory, Strategic Financial..., Investments, Series 63, Financial Advisory, Securities, Asset Allocation, Estate Planning, Fixed Annuities, Portfolio Management, FINRA, Finance
Education
University of California, Los Angeles 2014 — 2015
CFP Candidate
University of California, Los Angeles 1992 — 1997
Bachelor's Degree, Political Science/Business Administration
Holy Family High School 1988 — 1992
High School
Sompura Consulting & Coaching Services 2005 - Present
Householder Group Financial Advisors 2010 - 2011
Householder Group Financial Advisors 2006 - 2010
PFG, Inc. 2004 - 2006
AIG SunAmerica 2002 - 2004
The Householder Group 2002 - 2004
LPL Financial 1997 - 2002
Skills
Retirement Planning, Estate Planning, Investments, Wealth Management, Retirement, Strategic Financial..., Financial Planning, Investment Advisory, Securities, Portfolio Management, Team Leadership, Business Planning, Consulting, Mutual Funds, Analysis, Coaching, Business Management, Volunteering, Series 7, Series 63, Financial Advisory, Fixed Annuities, IRAs, Wealth, Asset Management, Alternative Investments, Operations Management, Compliance Management, Relationship Management, Management, Financial Services, Investment Strategies, Insurance, Finance
Education
California State University-Northridge 1996 — 2001
BA, Business & Finance
CFA Institute
CFA Level I Candidate, Global Investment Management
Toastmasters International 2002 — 2004
Public Speaking
360 Wealth Management- Securities offered through LPL Financial March 2015 - Present
S.G. Long & Company May 2013 - March 2015
Waddell & Reed September 2005 - May 2013
The Householder Group July 2003 - September 2005
Fleet Boston Financial/Quick & Reilly December 2001 - July 2003
Skills
Retirement Planning, Financial Advisory, Investments, Management, Mutual Funds, Series 7, Portfolio Management, Wealth Management, Leadership, Finance, Retirement, Series 63, Financial Planners, Asset Allocation, Insurance, Financial Services, Bonds, Investment Advisory, Strategic Financial..., Investment Strategies, Securities, Uniform Combined State..., Series 65, Equities, Risk Management, Financial Planning,..., Estate Planning, Fixed Annuities, Asset Management, IRAs, Alternative Investments, FINRA, Wealth Management..., Series 24, 401k, Investment Management, Life Insurance, Wealth, Long-term Care, Pensions, High Net Worth..., Fixed Income, Disability Insurance, Term Life Insurance, Relationship Management, Recruiting, ETFs, Wealth Accumulation, 401k Rollovers, Financial Planning
Education
Donald T. Regan School of Advanced Financial Management 1984 — 1986
Certified Financial Manager, Financial Management
Dallas Baptist University
Business Administration and Management, General
Blog Ambitions April 2014 - Present
Pretty Poppy Floral October 2010 - Present
Evergreen Ford June 2011 - November 2012
The Householder Group June 2010 - August 2010
BYU-Idaho October 2008 - April 2010
Shorty's Garden and Home April 2009 - August 2009
Crystal Lilies April 2008 - August 2008
BYU-Idaho September 2007 - April 2008
Skills
WordPress, HTML, CSS, Blogging, Social Media Blogging, Microsoft Office, Adobe Creative Suite, Horticulture, Customer Service, Photoshop, PowerPoint, Public Speaking, Event Planning, Landscape Design, Microsoft Excel, Online Marketing, Retail, Social Media Marketing, InDesign, Illustrator, Excel, Dreamweaver, Writing, English, Social Media, Pinterest
Education
Brigham Young University - Idaho 2006 — 2010
Horticulture, Floral Design
Trader Joe's August 2012 - Present
Apple, Inc. June 2010 - Present
GoGoPin, MotionCloud, Inc. January 2009 - October 2009
Safeway, Inc. January 2008 - January 2009
CRM Expert Web July 2007 - April 2008
Lincoln Square Cinemas, Inc. February 2007 - October 2007
XAR, Inc. dba XAR Salon & Spa July 2004 - July 2006
The Householder Group October 2003 - July 2004
A Leading Global Coffee Retailer April 2000 - October 2003
Skills
CRM, Business Analysis, Web Marketing, Software Documentation, Testing, Product Demonstration, Customer Satisfaction, Marketing, Strategic Planning, Team Building, Customer Service, Sales, Training, Microsoft Excel, PowerPoint, Marketing Strategy, Leadership, Public Speaking, Management, Business Development, Cross-functional Team..., Entrepreneurship, Project Management, Start-ups, Social Media, Project Planning, Event Planning, Enterprise Software, Integrated Marketing, Business Intelligence, Blogging, Direct Marketing, Fundraising, Team Leadership, Customer Experience, Online Marketing
Education
University of California, Berkeley 1998 — 2000
BA
San Francisco State University, College of Business 2000 — 2002
MBA
UCLA Anderson School of Management 2005 — 2005
Certificate
Feather River College 1995 — 1998
AS
Ulysses S. Grant High School 1983 — 1986
CAbi Clothing May 2015 - Present
Coldwell Banker Residential Brokerage July 2013 - Present
Plaid for Women/Mansfield Chapter March 2012 - March 2015
Platinum Realty Group 2012 - June 2013
Hugworks August 2011 - February 2013
Educational First Steps February 2006 - August 2011
The Householder Group August 2004 - February 2006
AmSouth Bank February 2004 - August 2004
Transportation Security Administration September 2002 - January 2004
Home and Garden Party 1999 - 2004
Skills
Leadership, Marketing, Nonprofits, Budgets, Fundraising, Public Speaking, Sales, Management, Social Media, Event Planning, Newsletters, Public Relations, Program Development, Program Management, Non-profits, Real Estate, Analysis, Networking, Entrepreneurship, Small Business, Staff Development, First Time Home Buyers, New Home Sales, Residential Homes, Seller Representation, Buyer Representation, Contract Negotiation, Relocation, Military Relocations, Single Family Homes
Education
LSU Shreveport 1993 — 1995
Mass Communications, Public Relations
Captain Shreve High School 1986 — 1988
Leaders in Legal Counsel, Risk Management, Compliance 2011 - Present
The Householder Group September 2008 - January 2011
AIG Advisor Group October 1995 - June 2008
Mohr, Hackett, Pederson, Blakely, Randolph & Haga, P.C. April 1986 - September 1995
Skills
Change Management, Staff Development and..., Strategic Planning, Enterprise Risk..., Analytical and..., Regulatory Affairs, Budget Development and..., Lead By Example, Collaborative Leadership, Mentor and Coach, Project Management, Corporate Policies and..., Creative Problem Solving, Transparency and..., Team Motivator, Legal Writing, Legal Advice, Legal Issues, Legal Compliance, Legal Documents, Business Strategy, Business Process..., Business Planning, Leadership Development, Cross-functional Team..., Multi Tasking, Ahead of the Curve..., Creative Solutions, Performance Management, Root Cause Analysis, Matrix Management, Securities Regulation, Regulatory Requirements, Risk Assessment, Regulatory Examinations, Consolidation, Integration, Due Diligence, Customer Oriented, Corporate Governance, Fundraising, Risk Management, Execution of Business..., Talent Development, Litigation Management, Articulate Communicator, Corporate Reorganization, Intuitive Leadership, Decisiveness, Management
Education
University of Houston 1982 — 1985
JD, law
University of Nebraska-Lincoln 1978 — 1981
BA, Summa Cum Laude, political science, history, music
Group Capital LLC & Group Capital Advisors LLC May 2015 - Present
DAJ Strategic Solutions May 2013 - May 2015
The Prudential Insurance Company of America June 2011 - May 2013
The Householder Group August 2009 - June 2011
Biondi-Franklin Insurance Agency June 2005 - June 2011
Horace Mann April 2003 - June 2005
Skills
Finance, Budgets, Sales, Financial Advisory, Financial Services, Securities, 401k, Team Building, Coaching, Wealth Management, Employee Benefits, Variable Annuities, Customer Service, Leadership Development, Marketing, Fixed Annuities, Event Planning, Investment Strategies, Retirement Planning, Long-term Care, Sales Management, Business Planning, Process Improvement, Nonprofits, Management, Financial Analysis, Social Media, Asset Allocation, Asset Management, Leadership, Portfolio Management, Wealth, Employee Engagement, Life Coaching, Employee Turnover, Retention Programs, Sales Force Development, Referrals, Alternative Investments, Wealth Accumulation, Relationship Management, Entrepreneurship, Employee Training, Fundraising, Private Placements, Crowdfunding, Business Development, Social Networking, Public Speaking, Strategic Planning
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (M.B.A.), Leadership
Keene State College 1989 — 1993
BA, Broadcast Journalism
Mercury Financial Group March 2012 - Present
Lakeside Advisors November 2004 - March 2012
The Householder Group March 2003 - October 2004
Fortis Financial Group August 1991 - December 2003
IDS American Express March 1987 - July 1991
Skills
Retirement, Strategic Financial..., Succession Planning, Retirement Planning, Wealth Management, Mutual Funds, Investments, Life Insurance, Fixed Annuities, Strategic Planning, Long-term Care, High Net Worth..., Estate Planning, Disability Insurance, Series 7, Series 63
Education
St. Olaf College 1972 — 1976
BA, History, Religion
The Householder Group April 2013 - Present
The Hearthside Collection January 2007 - December 2012
Lasting Impressions April 2002 - September 2006
Skills
Executive..., Bookkeeping, Microsoft Office
Education
Everett Community College
The Householder Group August 2013 - Present
Amy Noel Inc. June 2012 - August 2013
Kindara January 2013 - May 2013
Lakeshore Athletic Club-Flatiron April 2007 - March 2013
University of Colorado- Department of Sociology August 2011 - December 2011
Delta Gamma December 2010 - December 2011
Lakeshore Athletic Club Flatiron April 2008 - August 2011
Skills
Public Speaking, Management, Financial Services, Salesforce.com, Microsoft Office, Customer Service, Event Planning, Social Media, PowerPoint, Childcare, eMoney, Research, LPL BranchNet, Microsoft Word, Microsoft Excel, Community Outreach, Women's Health, Fertility, Start-up Environment, Marketing, Fundraising, Time Management
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature, General
Universidad del Belgrano 2012 — 2012
Spanish, Latin American Studies
Woof Gang Bakery & Grooming Plano March 2013 - Present
The Householder Group October 2007 - March 2013
RJR Insurance Services, Inc. October 2003 - October 2007
Skills
Team Building, Recruiting, Customer Service, Coaching, Process Improvement, Project Management, Management, Leadership
Education
Southeast Community College 1999 — 2000
Associate of Arts (AA), Business Administration and Management, General
Western Nebraska Community College 1998 — 2000
AA, Business Administration, 3.4
Fuel Risk Management August 2011 - Present
Brightleaf Wealth Management August 2010 - March 2012
The Householder Group 2007 - August 2010
AIG SunAmerica 2000 - 2006
Skills
Strategic Planning, Risk Management, Management, Asset Management
Education
Duke University 1996 — 2000
Bachelor of Arts (B.A.)
University of Colorado Denver
Master of Science (MS), Global Energy Management
PARAGON Wealth Strategies, LLC July 2008 - Present
The Householder Group 2004 - 2008
First Command Financial Planning 2002 - 2004
First Command Financial Services 1998 - 2002
Skills
Estate Planning, Investment Advisory, Investments, Retirement, Financial Services, Wealth, Leadership, Insurance, Mutual Funds, Wealth Management, Financial Advisory, Financial Planners, Small Business, Retirement Planning, Time Management, Long-term Care, Finance, Financial Analysis, Series 7, Tax, Public Speaking, Training, Strategic Financial..., Portfolio Management, Trusts, Healthcare, Entrepreneurship
Education
The American College 2012 — 2012
Chartered Advisor for Senior Living (CASL)
Florida State College at Jacksonville 2004 — 2005
CERTIFIED FINANCIAL PLANNER™ educational courses
University of Louisville 1991 — 1995
Bachelor of Arts, Spanish, Business
Canyon State Electric January 2014 - Present
Wells Fargo operational center January 2014 - January 2014
The Householder Group December 2013 - December 2013
The Blau Company, Ltd September 2013 - September 2013
Burlington Coat Factory October 2010 - August 2013
Brown Mackie College January 2012 - January 2013
Skills
Data Entry, Bookkeeping, Accounting, Accounts Payable, Tax, QuickBooks, Accounts Receivable, Financial Reporting, General Ledger, Financial Accounting, Payroll, Journal Entries, Account Reconciliation, Bank Reconciliation, Office Administration, Job Scanning, Operational Process..., Cash Handling Experience, Inventory Control, Sage 100, Maxwell, Procore Construction...
Education
Brown Mackie College- Phoenix 2011 — 2013
Associate of Science, Accounting Technology
Brown Mackie College-Phoenix 2011 — 2013
Associate of Science (AS), Accounting Technology/Technician and Bookkeeping
United Capital Financial Advisers, LLC January 2015 - Present
United Capital Financial Partners, Inc June 2012 - December 2014
The Householder Group December 2006 - June 2012
The Householder Group April 2008 - November 2009
The Householder Group December 2006 - April 2008
Schwab Institutional (now Charles Schwab Advisor Services) April 2004 - April 2005
New York Life Insurance Company August 2001 - January 2004
Auctionwatch.com (now Vendio Services, Inc.) June 2000 - August 2001
Petstore.com January 2000 - May 2000
Panamax January 1994 - 1999
Skills
Marketing Strategy, Growth Strategies, Sales Strategy, Lead Generation, Customer Segmentation..., Business Planning, Financial Advisory, Analytics, Marketing Automation, Digital Marketing, Email Marketing, Management, Salesforce.com..., Business Coaching, Sales Management, Relationship Management, Marketing, Direct Marketing, Strategy, Leadership, Marketing Communications, Wealth Management, CRM, Customer Retention, Social Media Marketing
Education
Dominican University of California
B.A., Psychology
OKC Green Taxi August 2013 - September 2015
JuggleWhatever.com March 2010 - January 2013
Ojai Valley Inn & Spa March 2004 - August 2007
Travel Matrix April 2004 - 2006
The Householder Group January 2004 - March 2005
Embassy Suites January 2003 - April 2004
Skills
Event Planning, Administrative..., Secretarial Skills, Entertainment, Marketing, Email Marketing, Social Media Marketing, Typing, Apple, PC, Coordination, Web-based Research, Community Service, Instructor-led Training, Public Speaking, Motivational Speaking, Event Management, Facebook, Public Relations, Video Production, Management, Fundraising, Sales, Hospitality, Social Media
Education
University of Metaphysical Sciences 2007 — 2009
Bachelor’s Degree, Religion/Religious Studies
Grossmont College
Mira Costa College
The Householder Group September 2012 - Present
American Family Insurance October 2010 - March 2011
Allstate Insurance September 2007 - October 2009
Harman Management Corp. September 2005 - November 2007
Kent Downtown Parternship May 2006 - June 2007
Skills
Series 66, Hold Series 7, Customer Service, Insurance, Outlook, Excel, PowerPoint, Event Planning, Business Strategy, Financial Analysis, Leadership, Office Management, Sales, Microsoft Excel, Microsoft Word, Office Administration, QuickBooks, Accounting, Accounts Receivable, Microsoft Office, Administrative Work, Word, Time Management, Data Entry, Budgets
Education
University of Washington 2011 — 2012
Bachelor, Finance
Highline College 2009 — 2010
Associate, Business
Ocean Direct April 2005 - Present
The Householder Group 1994 - 2005
Industrial Bank of Japan ("IBJ") 1988 - 1989
Morgan Olmstead Kennedy Gardner 1986 - 1988
Skills
General Management,...
Education
University of Southern California 1989 — 1991
Master of Business Administration, MBA, With Honors; Graduated Cum Laude, Dean's Honor Roll
Pacific Lutheran University 1981 — 1985
Bachelor of Business Administration (BBA), Finance Emphasis, Minor in Chemistry, Graduated Magna Cum Laude, President's Scholar
AIG Advisor Group April 2014 - Present
SagePoint Financial August 2012 - April 2014
The Householder Group August 2011 - August 2012
Compliance Advisory Services, Inc. January 2011 - July 2011
ING Funds September 2005 - June 2010
AIG SunAmerica 2002 - September 2005
AIG Advisor Group 2002 - 2005
Vanguard 1998 - 2002
Skills
AML, Financial Policies &..., General Securities..., General Securities..., Registered Investment..., Cash/Non-Cash Approvals, Internal Audit, FINRA, Securities, Series 24, SEC, Broker-Dealer
Education
Arizona State University 1992 — 1998
Bachelor's degree, Political Science and Government
Saguaro High School 1989 — 1992
Hudson High Scool 1988 — 1992
Money Matters with Ken Moraif September 2014 - Present
Galloway Asset Management August 2012 - June 2014
ICMA-RC March 2007 - August 2012
Financial Profiles, Inc. June 2005 - December 2006
AIG Advisor Group May 2002 - April 2005
Prudential Financial February 2001 - February 2002
TD Waterhouse Securities June 1999 - February 2001
The Householder Group March 1997 - October 1998
Skills
Retirement Planning, Wealth Management, Series 24, Series 7, Uniform Combined State..., Investor Education, Certified Financial..., Key Account Management, Curriculum Development, Institutional Sales, Personal Financial..., Sales Presentations, Coaching, Leadership, Series 66, Investment Education, Management, Financial Advisory, Financial Services, Asset Management, Series 63, Asset Allocation, Insurance, Wealth, FINRA, IRAs, Financial Planning
Education
State University of New York College at Geneseo 1992 — 1996
Bachelor of Arts, Communication, Finance
ITT Technical Institute July 2015 - Present
University of Phoenix June 2014 - July 2015
Museum of Science & Sustainability January 2015 - April 2015
Phoenix Art Museum April 2013 - April 2014
Arizona Oncology Services April 2006 - March 2013
Arizona State University, Museum Studies Department October 2012 - December 2012
The Householder Group March 2000 - March 2006
Skills
Event Planning, Public Speaking, Research, Healthcare, Outlook, PowerPoint, Microsoft Excel, Access, Coaching, Customer Service, Microsoft Office, Non-profits, Data Entry, Strategic Planning, Fundraising, Budgets, Training, Volunteer Management, Management, Microsoft Word, Community Outreach, Nonprofits, Marketing, Teamwork, Team Building, Teaching, Process Scheduler, Leadership Development, Social Media, Editing, Grant Writing, Museums, Program Development, Art History, Grants, History, Museum Education, Museum Collections, Exhibit Design, Creative Writing, Photography, Curating, Volunteer Training, Art, Archaeology, Cultural Heritage, Art Exhibitions, Cultural Anthropology, National Association of..., Administrative...
Education
University of Phoenix 2015 — 2017
Master's Degree, Mental Health Counseling/Counselor
Arizona State University 2012 — 2013
Master's degree, Museum Studies
Arizona State University West 2009 — 2012
Master's degree, Interdisciplinary Studies
Arizona State University 2006 — 2009
BA, Religious Studies
The Knox Company January 2010 - Present
The Tech Group August 2007 - December 2009
The Householder Group September 2005 - May 2006
Sovereign Investment Company September 2003 - May 2005
Skills
Team Building, Six Sigma, Process Improvement, Continuous Improvement, Project Management, Lean Manufacturing, Strategic Planning, Cross-functional Team..., Program Management, Inventory Management, Training, Manufacturing, Product Development, Negotiation, Leadership, Management, Sales
Education
DeVry University Phoenix, AZ
Bachelor's Degree, Sales & Marketing, 3.9
Devry University
Associates, Business Admin, 3.9
Universtiy of Phoenix
BSM, Business Managment, 4.0
Foundation Source 2010 - Present
Wachovia Nonprofit and Philanthropic Services 2006 - 2010
Wachovia Wealth Management 2001 - 2006
The Householder Group 1997 - 2001
Skills
Strategic Partnerships, Corporate Development, Investments, Management, Strategy, Strategic Planning, Portfolio Management, Start-ups, Financial Services, Business Development, Philanthropy, Venture Philanthropy, Foundations, Wealth Management
Education
The University of Texas at Austin 1993 — 1997
Bachelor of Science (B.S.) - McCombs School of Business, Finance
New York University 1996 — 1996
Stern School of Business, Corporate Finance
The American University of Paris 1994 — 1994
Language Immersion Semester
The Householder Group October 2009 - Present
Education
Arizona State University 1992 — 1994
University of Tennessee-Knoxville 1987 — 1992
Parallon August 2013 - Present
HealthTrust Purchasing Group January 2011 - Present
HealthTrust Purchasing Group March 2008 - August 2013
Marine Products International January 2007 - February 2008
The Householder Group April 2005 - November 2006
Chase Manhattan Corporation June 2002 - April 2005
Skills
Customer Service, Management, Marketing, PowerPoint, Hospitals, Outlook, Process Improvement, Supervising, Event Planning, Space planning, Strategic Planning, Team Building, Space Management, Contract Negotiation, Data Analysis, Healthcare, Leadership, Problem Solving, Office Administration, Administrative...
Education
Eastern Michigan University 1998 — 2002
Bachelor's, Psychology, Social Work
Watermark Wealth Strategies February 2009 - Present
Watermark Wealth Strategies, LLC January 2009 - Present
The Householder Group 1996 - 2009
Skills
Strategic Financial..., Investments, Retirement Planning, Estate Planning, Insurance, IRAs, Finance, Wealth Management..., Investment Strategies, Retirement, Investment Advisory, Series 63, Financial Planners, Series 7, Fixed Annuities, Asset Allocation, 401k, Alternative Investments, Team Building, Customer Service, Leadership, Mutual Funds, Wealth, Sales Management, Budgets, Series 66 IAR, Business Retiremnet...
Education
Arizona State University 1974 — 1979
BS, Business
Greystone & Co. May 2014 - Present
Guggenheim Partners / Pillar Multifamily, LLC December 2011 - May 2014
Northwestern Mutual June 2011 - December 2011
Global Door Controls January 2010 - March 2011
The Householder Group December 2008 - December 2009
Professional Specialty Publications June 2008 - November 2008
Skills
Real Estate, Marketing, Sales, Event Planning, Customer Service, Marketing Strategy, Market Research, Outlook, Social Networking, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Public Relations, Selling, Event Management, Salesforce.com
Education
East Carolina University - College of Business 2004 — 2008
Bachelors, Marketing
Move Buddies March 2015 - Present
Soap On A Rope, LLC. May 2013 - May 2015
Gray-Cor, Inc 2010 - May 2014
The Householder Group 2010 - 2011
Edward Jones June 2009 - February 2010
SEI Investments August 2008 - June 2009
Morgan Stanley August 2005 - March 2007
Skills
Finance, Investments, Strategic Financial..., Management, Public Speaking, Accounting, Time Management, Financial Services, Facilities Management, Financial Analysis, Customer Service, Strategic Planning, Sales, Team Building, Budgets, New Business Development, Account Management, Leadership, Microsoft Office, Microsoft Excel, Marketing, Cold Calling, Operations Management, Process Improvement, Business Planning, Risk Management, Forecasting
Education
South University 2010 — 2011
MBA, Business Administration and Management, General
West Chester University of Pennsylvania 2004 — 2008
B.A., Finance
Governor Mifflin High School
First Financial Equity Corporation March 2015 - Present
Rogers & Kirby November 2013 - March 2015
United Planners Financial Services May 2011 - October 2013
The Householder Group February 2007 - May 2011
SagePoint Financial February 2004 - October 2007
Skills
Series 7, FINRA, Investment Advisory, Financial Services, Securities, Investments, Mutual Funds, Series 63, Marketing, Training, Series 24, Wealth Management, Alternative Investments, Strategic Financial..., Asset Management, Project Management, Insurance, Recruiting, Financial Planning, Due Diligence, Highly detail oriented, analytical problem..., Asset Managment, Access, branch office auditing
Education
University of Phoenix 2004 — 2011
Bachelors of Business, Accounting