The Innova Financial Group
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The Innova Financial Group Employees
Employee
Years
Job
Industry
S.D. Birchmore S.D. Birchmore's The Innova Financial Group Experience July 2014 - Present
Job Innova Financial Group Managing Associate
Industry Financial Services
Experience
American Income Life Insurance Company January 2015 - Present
The Innova Financial Group July 2014 - Present
BlaqRose Bistro January 2007 - September 2013
Skills
Team Building, Coaching, Customer Service, Leadership, Management, Marketing, Microsoft Office, Sales, Sales Management, Strategic Planning
Education
University of Cincinnati College of Business
American Income Life Insurance Company January 2015 - Present
The Innova Financial Group July 2014 - Present
BlaqRose Bistro January 2007 - September 2013
Skills
Team Building, Coaching, Customer Service, Leadership, Management, Marketing, Microsoft Office, Sales, Sales Management, Strategic Planning
Education
University of Cincinnati College of Business
Deidra Moats Deidra Moats's The Innova Financial Group Experience October 2013 - 2014
Job Financial Institutions Division Underwriter
Industry Financial Services
Experience
American Modern Insurance Group November 2014 - Present
The Innova Financial Group October 2013 - 2014
MassMutual Financial Group October 2012 - October 2013
Ohio National Financial Services December 2005 - October 2012
American Family Insurance December 2004 - December 2005
Skills
Team Building, Disability Insurance, Insurance, Customer Service, Life Insurance, Portfolio Management, Finance, Management, Financial Services, Coaching, Long Term Care Insurance, Retirement, Analysis, Strategic Planning, Recruiting, Relationship Management, Sales, Recruitment Advertising, Social Media, Product Marketing, Series 6, Permanent Life Insurance, Building Relationships, Customer Acquisition, Cross-functional Team..., Securities, Customer Retention, Innovation Development, Marketing Strategy, Relationship Marketing, Customer Satisfaction, Marketing Communications, Strategic Financial..., Financial Planning
Education
Indiana Wesleyan University 2011 — 2015
MBA, Human Resources Management
Tennessee State University 1995 — 2001
Bachelor of Science (BS), Psychology
Withrow
American Modern Insurance Group November 2014 - Present
The Innova Financial Group October 2013 - 2014
MassMutual Financial Group October 2012 - October 2013
Ohio National Financial Services December 2005 - October 2012
American Family Insurance December 2004 - December 2005
Skills
Team Building, Disability Insurance, Insurance, Customer Service, Life Insurance, Portfolio Management, Finance, Management, Financial Services, Coaching, Long Term Care Insurance, Retirement, Analysis, Strategic Planning, Recruiting, Relationship Management, Sales, Recruitment Advertising, Social Media, Product Marketing, Series 6, Permanent Life Insurance, Building Relationships, Customer Acquisition, Cross-functional Team..., Securities, Customer Retention, Innovation Development, Marketing Strategy, Relationship Marketing, Customer Satisfaction, Marketing Communications, Strategic Financial..., Financial Planning
Education
Indiana Wesleyan University 2011 — 2015
MBA, Human Resources Management
Tennessee State University 1995 — 2001
Bachelor of Science (BS), Psychology
Withrow
Ellyn Bain Ellyn Bain's The Innova Financial Group Experience June 2015 - Present
Job Director of Marketing at The Innova Financial Group
Industry Financial Services
Experience
The Innova Financial Group June 2015 - Present
Ohio Northern University August 2011 - May 2015
Northwestern Mutual December 2014 - April 2015
Polar Merchandise February 2014 - 2015
Northwestern Mutual May 2014 - August 2014
Target June 2012 - August 2012
TriHealth April 2011 - October 2011
Skills
PowerPoint, Microsoft Excel, Photoshop, Social Media, Microsoft Office, Sales, Facebook, Management, Customer Service, Time Management, Retail
Education
Ohio Northern University 2011 — 2015
Bachelor's Degree, Marketing and Social Media
Cincinnati Hills Christian Academy 1996 — 2011
High School
The Innova Financial Group June 2015 - Present
Ohio Northern University August 2011 - May 2015
Northwestern Mutual December 2014 - April 2015
Polar Merchandise February 2014 - 2015
Northwestern Mutual May 2014 - August 2014
Target June 2012 - August 2012
TriHealth April 2011 - October 2011
Skills
PowerPoint, Microsoft Excel, Photoshop, Social Media, Microsoft Office, Sales, Facebook, Management, Customer Service, Time Management, Retail
Education
Ohio Northern University 2011 — 2015
Bachelor's Degree, Marketing and Social Media
Cincinnati Hills Christian Academy 1996 — 2011
High School
Erik Stanbery's The Innova Financial Group Experience May 2015 - July 2015
Job Financial Representative at The Innova Financial Group
Industry Financial Services
Experience
The Innova Financial Group May 2015 - July 2015
Legrand, North America May 2013 - May 2015
OLR Services, University of Dayton January 2012 - May 2013
R.R. Donnelleys May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Study Coordination, Tutoring, Team Leadership, Works well with a team, Highly responsible, Time Management
Education
University of Dayton 2011 — 2015
Finance, Economics & finance
University of Dayton 2011 — 2015
Business Economics, Business/Managerial Economics
The Innova Financial Group May 2015 - July 2015
Legrand, North America May 2013 - May 2015
OLR Services, University of Dayton January 2012 - May 2013
R.R. Donnelleys May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Study Coordination, Tutoring, Team Leadership, Works well with a team, Highly responsible, Time Management
Education
University of Dayton 2011 — 2015
Finance, Economics & finance
University of Dayton 2011 — 2015
Business Economics, Business/Managerial Economics
Paul Lamm Paul Lamm's The Innova Financial Group Experience May 2015 - Present
Job Financial Services Professional at The Innova Financial Group
Industry Financial Services
Experience
The Innova Financial Group May 2015 - Present
Outback Steakhouse August 2012 - Present
American Honda Motor Company, Inc. December 2011 - November 2012
Outback Steakhouse December 2010 - August 2012
Friendly's Ice Cream, LLC March 2007 - December 2010
Skills
Financial Services, Retirement Planning, College Savings Plans, Debt Consolidation, Customer Service, Teamwork, Time Management, Disability Insurance, Retirement, Insurance
Education
University of Cincinnati College of Business 2012 — 2016
Bachelor's Degree, Business Administration, Finance
Sinclair Community College 2009 — 2012
Associate's Degree, Applied Science, Electronics Engineering Technology
Edison Community College 2007 — 2009
Post Secondary Enrollment Options Program
The Innova Financial Group May 2015 - Present
Outback Steakhouse August 2012 - Present
American Honda Motor Company, Inc. December 2011 - November 2012
Outback Steakhouse December 2010 - August 2012
Friendly's Ice Cream, LLC March 2007 - December 2010
Skills
Financial Services, Retirement Planning, College Savings Plans, Debt Consolidation, Customer Service, Teamwork, Time Management, Disability Insurance, Retirement, Insurance
Education
University of Cincinnati College of Business 2012 — 2016
Bachelor's Degree, Business Administration, Finance
Sinclair Community College 2009 — 2012
Associate's Degree, Applied Science, Electronics Engineering Technology
Edison Community College 2007 — 2009
Post Secondary Enrollment Options Program
Rodger D. Biddle II, MBA Rodger D. Biddle II, MBA's The Innova Financial Group Experience November 2010 - Present
Job Financial Strategist
Industry Financial Services
Experience
The Innova Financial Group November 2010 - Present
Brackenbury & Associates November 2010 - Present
Prudential Financial January 2009 - November 2010
Cincinnati Reds September 2008 - November 2008
Reliance Steel & Aluminum (Phoenix Metals) March 2008 - August 2008
Cincinnati Bell February 2004 - March 2008
Skills
Retirement, Annuities, Disability Insurance, Insurance, Fixed Annuities, Securities, Financial Advisory, Executive Benefit..., Retirement Solutions, Key Person Insurance, Series 6, Retirement Income..., IRA's, Retirement Planning, Term Life Insurance, Long Term Care Insurance, Long-term Care, Special Needs, Whole Life, Mutual Funds, IRAs, Investments, Estate Planning, Series 63, Wealth Accumulation, Portfolio Management, Universal Life, Protection, Roth IRA, Automotive, Licensed Property &..., Guaranteed Lifetime..., Medicare Advantage, Dental Insurance, Health Insurance, Medicare, Critical Illness, Medicare Supplements, Long Term Care, Dental
Education
Northern Kentucky University 2001 — 2006
BA, Criminal Justice
Indiana Wesleyan University 2006 — 2008
MBA, Applied Management
The American College 2014 — 2014
Financial Services Certified Professional
The Innova Financial Group November 2010 - Present
Brackenbury & Associates November 2010 - Present
Prudential Financial January 2009 - November 2010
Cincinnati Reds September 2008 - November 2008
Reliance Steel & Aluminum (Phoenix Metals) March 2008 - August 2008
Cincinnati Bell February 2004 - March 2008
Skills
Retirement, Annuities, Disability Insurance, Insurance, Fixed Annuities, Securities, Financial Advisory, Executive Benefit..., Retirement Solutions, Key Person Insurance, Series 6, Retirement Income..., IRA's, Retirement Planning, Term Life Insurance, Long Term Care Insurance, Long-term Care, Special Needs, Whole Life, Mutual Funds, IRAs, Investments, Estate Planning, Series 63, Wealth Accumulation, Portfolio Management, Universal Life, Protection, Roth IRA, Automotive, Licensed Property &..., Guaranteed Lifetime..., Medicare Advantage, Dental Insurance, Health Insurance, Medicare, Critical Illness, Medicare Supplements, Long Term Care, Dental
Education
Northern Kentucky University 2001 — 2006
BA, Criminal Justice
Indiana Wesleyan University 2006 — 2008
MBA, Applied Management
The American College 2014 — 2014
Financial Services Certified Professional
Dan Connor's The Innova Financial Group Experience October 2014 - Present
Job Financial Services Representative at The Innova Financial Group
Industry Financial Services
Experience
The Innova Financial Group October 2014 - Present
New York Life Insurance Company September 2011 - September 2014
Quizno's January 2004 - January 2010
The Walt Disney Company October 1988 - September 1994
Skills
Retirement, Retirement Planning, Insurance, Estate Planning, Investments, 401k Rollovers, Annuity Sales, Wealth Preservation..., Customer Service, Investment Strategies, Finance, Securities, Financial Services, Sales, Team Building, Life Insurance, Small Business, Leadership, Fixed Annuities, Disability Insurance, Management
Education
Bowling Green State University 1983 — 1988
BS, Business
St. Fracis DeSales 1980 — 1983
The Innova Financial Group October 2014 - Present
New York Life Insurance Company September 2011 - September 2014
Quizno's January 2004 - January 2010
The Walt Disney Company October 1988 - September 1994
Skills
Retirement, Retirement Planning, Insurance, Estate Planning, Investments, 401k Rollovers, Annuity Sales, Wealth Preservation..., Customer Service, Investment Strategies, Finance, Securities, Financial Services, Sales, Team Building, Life Insurance, Small Business, Leadership, Fixed Annuities, Disability Insurance, Management
Education
Bowling Green State University 1983 — 1988
BS, Business
St. Fracis DeSales 1980 — 1983
Anthony A. Cook, Jr. Anthony A. Cook, Jr.'s The Innova Financial Group Experience July 2014 - Present
Job Managing Partner
Industry Financial Services
Experience
The Innova Financial Group July 2014 - Present
Skills
Coaching, Teaching, Long Term Care, Financial Analysis, Problem Solving, Financial Security, Financial Services, Licensed Life Insurance..., Wealth Protection, Annuity Sales, 401k Rollovers, Gifting Strategies, Multi Generational..., Protection..., Key Person Protection, Long-term Care, Public Speaking, Finance, Insurance, Analysis, Budgets, Retirement Planning, Life Insurance, Estate Planning, Fixed Annuities, Mutual Funds, Term Life Insurance, 401k, Strategic Financial..., Investment Strategies, Disability Insurance, Series 63, Financial Planners, Securities, Wealth, Retirement, Financial Planning
Education
University of Cincinnati 2003 — 2006
Master's, Educational Leadership
Northern Kentucky University 1998 — 2000
Bachelor of Science, Education
Loveland High School 1990 — 1994
The Innova Financial Group July 2014 - Present
Skills
Coaching, Teaching, Long Term Care, Financial Analysis, Problem Solving, Financial Security, Financial Services, Licensed Life Insurance..., Wealth Protection, Annuity Sales, 401k Rollovers, Gifting Strategies, Multi Generational..., Protection..., Key Person Protection, Long-term Care, Public Speaking, Finance, Insurance, Analysis, Budgets, Retirement Planning, Life Insurance, Estate Planning, Fixed Annuities, Mutual Funds, Term Life Insurance, 401k, Strategic Financial..., Investment Strategies, Disability Insurance, Series 63, Financial Planners, Securities, Wealth, Retirement, Financial Planning
Education
University of Cincinnati 2003 — 2006
Master's, Educational Leadership
Northern Kentucky University 1998 — 2000
Bachelor of Science, Education
Loveland High School 1990 — 1994
Harrison A. Wolfe Harrison A. Wolfe's The Innova Financial Group Experience January 2015 - Present
Job Financial Services Professional at The Innova Financial Group
Industry Financial Services
Experience
The Innova Financial Group January 2015 - Present
University of Cincinnati November 2013 - May 2015
PrimeLending, A Plains Capital Company June 2012 - August 2013
Skills
Microsoft Office, Social Networking, Leadership, Teamwork, Microsoft Excel, Access, Accounting, Spreadsheets, Commutations, Financial Analysis, Financial Statements, Financial Modeling, Adobe, Fixed Annuities, Insurance, Financial Services, Retirement Planning, Debt Elimination, Employee Benefits
Education
University of Cincinnati College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Beavercreek High School 2007 — 2011
The Innova Financial Group January 2015 - Present
University of Cincinnati November 2013 - May 2015
PrimeLending, A Plains Capital Company June 2012 - August 2013
Skills
Microsoft Office, Social Networking, Leadership, Teamwork, Microsoft Excel, Access, Accounting, Spreadsheets, Commutations, Financial Analysis, Financial Statements, Financial Modeling, Adobe, Fixed Annuities, Insurance, Financial Services, Retirement Planning, Debt Elimination, Employee Benefits
Education
University of Cincinnati College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Beavercreek High School 2007 — 2011
Chris (Christy Ann Garlock) Sacks Chris (Christy Ann Garlock) Sacks's The Innova Financial Group Experience February 2015 - Present
Job Director of Client Services at MassMutual Financial Group/ The Innova Financial Group
Industry Financial Services
Experience
The Innova Financial Group February 2015 - Present
Gap Inc. October 2013 - October 2014
Junior Library Guild September 2010 - August 2013
BCD Travel January 2006 - January 2007
BCD Travel January 2001 - January 2006
BCD Travel January 1998 - January 2001
BCD Travel January 1996 - January 1998
BCD Travel January 1992 - January 1996
Skills
Account Management, Sales, Customer Service, Management, Business Development, Customer Satisfaction, New Business Development, Sales Management, Team Building, Strategic Planning, Microsoft Office, Marketing, CRM, Leadership, Budgets, Strategy, Customer Retention, Negotiation, Operations Management, Advertising, Program Management, Recruiting, Direct Sales, Salesforce.com, Call Centers, Coaching, Problem Solving, B2B, Sales Operations, Process Improvement, Contract Negotiation, Client Retention..., Outstanding..., Sales Motivation, Fashion, Beauty Industry, Event Management, Event Planning, Marketing Strategy, Customer Relations
Education
The Ohio State University 1978 — 1983
Associate’s Degree, Business Administration and Management, General
American Institute of Banking Classes Ohio State University 1968 — 1978
N/A, Finance, General
American+Institute+of+Banking+Classes+Ohio+State+Universi
Business Administration, Banking and Financial Support Services / Travel & Tourism
The Ohio State University
Associate's degree, Business, Psychology
The Ohio State University
Associate's degree, Business Administration and Management, General
The Innova Financial Group February 2015 - Present
Gap Inc. October 2013 - October 2014
Junior Library Guild September 2010 - August 2013
BCD Travel January 2006 - January 2007
BCD Travel January 2001 - January 2006
BCD Travel January 1998 - January 2001
BCD Travel January 1996 - January 1998
BCD Travel January 1992 - January 1996
Skills
Account Management, Sales, Customer Service, Management, Business Development, Customer Satisfaction, New Business Development, Sales Management, Team Building, Strategic Planning, Microsoft Office, Marketing, CRM, Leadership, Budgets, Strategy, Customer Retention, Negotiation, Operations Management, Advertising, Program Management, Recruiting, Direct Sales, Salesforce.com, Call Centers, Coaching, Problem Solving, B2B, Sales Operations, Process Improvement, Contract Negotiation, Client Retention..., Outstanding..., Sales Motivation, Fashion, Beauty Industry, Event Management, Event Planning, Marketing Strategy, Customer Relations
Education
The Ohio State University 1978 — 1983
Associate’s Degree, Business Administration and Management, General
American Institute of Banking Classes Ohio State University 1968 — 1978
N/A, Finance, General
American+Institute+of+Banking+Classes+Ohio+State+Universi
Business Administration, Banking and Financial Support Services / Travel & Tourism
The Ohio State University
Associate's degree, Business, Psychology
The Ohio State University
Associate's degree, Business Administration and Management, General
Craig Robinette's The Innova Financial Group Experience February 2013 - October 2014
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
The Innova Financial Group February 2013 - October 2014
Roinette Wealth & Risk Management, Inc. August 2006 - February 2013
The American College January 2004 - March 2007
Best Advisory Services, LLC May 2005 - August 2006
Foresters February 2003 - May 2005
Farmers Insurance March 2000 - February 2003
Skills
Finance, Risk Management, Estate Planning, Investments, Financial Planning, Insurance, Life Insurance, Business Planning, Income Protection, Financial Goals, Portfolio Management, Retirement Planning, Financial Services, Financial Advisory, Leadership, Asset Management, Strategic Financial..., Management, Small Business, Income Planning, Estate Planning..., Employee Benefits &...
Education
The American College 2012 — 2014
Chartered Financial Consultant
The College for Financial Planning 2006 — 2007
CFP Education Program, Completed Course In 1 yr
The American College 2003 — 2006
Life Underwriter Training Council Fellow (LUTCF)
The American College 2004 — 2005
Financial Services Specialist
New York Life Insurance Company November 2014 - Present
The Innova Financial Group February 2013 - October 2014
Roinette Wealth & Risk Management, Inc. August 2006 - February 2013
The American College January 2004 - March 2007
Best Advisory Services, LLC May 2005 - August 2006
Foresters February 2003 - May 2005
Farmers Insurance March 2000 - February 2003
Skills
Finance, Risk Management, Estate Planning, Investments, Financial Planning, Insurance, Life Insurance, Business Planning, Income Protection, Financial Goals, Portfolio Management, Retirement Planning, Financial Services, Financial Advisory, Leadership, Asset Management, Strategic Financial..., Management, Small Business, Income Planning, Estate Planning..., Employee Benefits &...
Education
The American College 2012 — 2014
Chartered Financial Consultant
The College for Financial Planning 2006 — 2007
CFP Education Program, Completed Course In 1 yr
The American College 2003 — 2006
Life Underwriter Training Council Fellow (LUTCF)
The American College 2004 — 2005
Financial Services Specialist
Robert Gaynier's The Innova Financial Group Experience August 2014 - Present
Job Managing Partner, The Innova Financial Group
Industry Financial Services
Experience
The Innova Financial Group August 2014 - Present
Transamerica September 2012 - August 2014
WellPoint/Anthem/BCBS March 2010 - October 2012
Sterling Insurance Group June 2008 - July 2009
MassMutual Financial Group May 2005 - June 2008
Skills
Insurance, Life Insurance, Fixed Annuities, Term Life Insurance, Health Insurance, Property & Casualty..., Disability Insurance, Commercial Insurance, General Insurance, Universal Life, Series 6, Whole Life, Long-term Care, Retirement, IRAs, Retirement Planning, Underwriting, Casualty, Legal Liability, Umbrella Insurance, Employee Benefits, Strategic Financial..., Small Business, Sales, Permanent Life Insurance, Training, Marketing, Licensed Life Insurance..., Brokers, Long Term Care Insurance, Critical Illness, 401k, Finance, Mutual Funds, Cold Calling, Accident, Group Insurance, Health Savings Accounts, Roth IRA, Investments, Retirement Savings, Call Centers, Wealth Management, Key Person Insurance, Series 63, Wealth Accumulation, Wealth, 401k Rollovers, Management, Leadership
Education
Tiffin University 2001 — 2005
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Tiffin University 2001 — 2005
BA, Business Administration; Marketing Management
The Innova Financial Group August 2014 - Present
Transamerica September 2012 - August 2014
WellPoint/Anthem/BCBS March 2010 - October 2012
Sterling Insurance Group June 2008 - July 2009
MassMutual Financial Group May 2005 - June 2008
Skills
Insurance, Life Insurance, Fixed Annuities, Term Life Insurance, Health Insurance, Property & Casualty..., Disability Insurance, Commercial Insurance, General Insurance, Universal Life, Series 6, Whole Life, Long-term Care, Retirement, IRAs, Retirement Planning, Underwriting, Casualty, Legal Liability, Umbrella Insurance, Employee Benefits, Strategic Financial..., Small Business, Sales, Permanent Life Insurance, Training, Marketing, Licensed Life Insurance..., Brokers, Long Term Care Insurance, Critical Illness, 401k, Finance, Mutual Funds, Cold Calling, Accident, Group Insurance, Health Savings Accounts, Roth IRA, Investments, Retirement Savings, Call Centers, Wealth Management, Key Person Insurance, Series 63, Wealth Accumulation, Wealth, 401k Rollovers, Management, Leadership
Education
Tiffin University 2001 — 2005
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Tiffin University 2001 — 2005
BA, Business Administration; Marketing Management