The Planning Group of Scottsdale, LLC

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The Planning Group of Scottsdale, LLC Employees

Employee
Years
Job
Industry
Richard Shields Richard Shields Phoenix, Arizona Area Details
Richard Shields's The Planning Group of Scottsdale, LLC Experience March 2004 - June 2010
Job CEO at Synergy Financial Group of Arizona
Industry Financial Services
Experience
United Planners Financial Services  August 2012 - Present
Synergy Financial Group of Arizona   July 2010 - Present
ASEA  2012 - 2013
GWRRA   2009 - 2011
The Planning Group of Scottsdale, LLC   March 2004 - June 2010
RBC Wealth Management  May 2002 - March 2004
Sutro & Co  1998 - 2002

Skills
Certified Financial..., 401k, Securities, Management, Wealth Management, Investments, Investment Advisory, Wealth, Marketing, Fixed Annuities, FINRA, Wealth Management..., Retirement Planning, Financial Advisory, Retirement, Asset Allocation, Investment Management, IRAs, Asset Management, Strategic Financial..., Series 63, Series 7, Life Insurance, Mutual Funds, Estate Planning, Alternative Investments, Long-term Care, Finance

Education
Northern Arizona University, College of Business Administration   1964 — 1967
Bachelor of Science, Marketing

Ryan Rivers Ryan Rivers Chandler, Arizona Details
Ryan Rivers's The Planning Group of Scottsdale, LLC Experience April 2007 - October 2007
Job Student Records Specialist at University of Phoenix
Industry Higher Education
Experience
University of Phoenix  October 2014 - Present
University of Phoenix  October 2007 - October 2014
The Planning Group of Scottsdale, LLC   April 2007 - October 2007
Pegasus Solutions  March 2006 - March 2007
The Analytical Group  2003 - 2006

Skills
Power drinking, Data Entry, Outlook, Student Affairs, Office Administration, Critical Thinking, Higher Education, Event Planning, Time Management, Admissions, Administrative..., Research, Training, Community Outreach, Public Speaking, Fundraising, Resume Writing, Nonprofits, Leadership, Social Networking

Education
University of Phoenix   2011 — 2014
Associate of Arts (A.A.), Communication, General

School of Hard Knocks   1998 — 2003
n/a, n/a

Intellischool Phoenix   1996 — 1998
High School Diploma

Jenna (Richardson) Thornton, ChFC®, AAMS®, EA Jenna (Richardson) Thornton, ChFC®, AAMS®, EA Phoenix, Arizona Area Details
Jenna (Richardson) Thornton, ChFC®, AAMS®, EA's The Planning Group of Scottsdale, LLC Experience May 2005 - June 2010
Job Financial Planner at Synergy Financial Group of Arizona
Industry Financial Services
Experience
Synergy Financial Group of Arizona   June 2010 - Present
The Planning Group of Scottsdale, LLC   May 2005 - June 2010
Summer Wealth Managment   August 2002 - May 2005

Skills
ChFC, IRS Enrolled Agent, AAMS, Series 7, Series 65, Series 63, Arizona Life and Health..., Tax Preparation, Holistic Financial..., Investment Advisory...

Education
Grand Canyon University   2013 — 2014
Bachelor's Degree, Finance and Economics

The American College   2009 — 2012
ChFC Program, Comprehensive Financial Planning

Axia College of The University of Phoenix
Associate of Arts (AA), Financial Planning and Services

James Miller, MBA James Miller, MBA Phoenix, Arizona Details
James Miller, MBA's The Planning Group of Scottsdale, LLC Experience January 2008 - August 2010
Job Founder & CEO Biltmore Wealth Advisors, LLC
Industry Financial Services
Experience
Biltmore Wealth Advisors   September 2012 - Present
Camelback Wealth Management, LLC   August 2010 - September 2012
The Planning Group of Scottsdale, LLC   January 2008 - August 2010
Capitol Wealth Advisors   August 2006 - January 2008
UBS Wealth Management  August 2005 - August 2006
Stone & Youngberg  October 2004 - July 2005
Northern Trust  March 2002 - October 2004
DriveTime  January 2000 - March 2002
Belae Brands  September 1998 - January 2000
PricewaterhouseCoopers  August 1997 - September 1998

Skills
Alternative Investments, Securities, Wealth Management, Bonds, Options, Investment Strategies, Asset Allocation, Financial Planning, Portfolio Management, Fixed Income, Equities, Investments, Asset Management, Financial Modeling, Mutual Funds, Capital Markets, Derivatives, Private Equity, Trading, Financial Markets, Retirement Planning, Financial Advisory, Investment Advisory, Finance, Valuation, Risk Management, Retirement, Estate Planning, Series 7, Wealth, Strategy, Hedge Funds, Retirement Plan...

Education
University of Southern California - Marshall School of Business   1995 — 1997
MBA, Emphasis in Finance and Business Economics

Pepperdine University   1988 — 1992
B.S., Business and Finance

Erik R. Duncan, MBA Erik R. Duncan, MBA Phoenix, Arizona Area Details
Erik R. Duncan, MBA's The Planning Group of Scottsdale, LLC Experience October 2010 - June 2012
Job
Industry Financial Services
Experience
East Harbour Capital   June 2012 - Present
The Planning Group of Scottsdale, LLC   October 2010 - June 2012
Duncan Financial c/o Northwestern Mutual Financial Network   March 2003 - October 2010
Citibank, Smith Barney   April 2000 - April 2001

Skills
Investment Advisory..., Financial Planning

Education
University of Pennsylvania - The Wharton School   1996 — 1998
MBA, Finance

Tufts University   1984 — 1988
BA, History

Heather Homcho Heather Homcho Greater San Diego Area Details
Heather Homcho's The Planning Group of Scottsdale, LLC Experience July 2011 - November 2011
Job
Industry Financial Services
Experience
Rexel  February 2015 - Present
FloWav, Inc.   May 2014 - February 2015
Decatur Electronics  January 2014 - May 2014
Decatur Electronics  April 2013 - January 2014
Guaranteed Rate  May 2012 - April 2013
Ulthera, Inc  November 2011 - March 2012
The Planning Group of Scottsdale, LLC   July 2011 - November 2011
Aero-mark LLC   April 2011 - August 2011
Honest Tea  April 2010 - September 2010
Personal Volunteer Work  2008 - 2010

Skills
Marketing, Event Planning, Advertising, Social Media Marketing, Sales, Management, Leadership, Social Networking, Press Releases, Microsoft Office, Email Marketing, Marketing Strategy, Salesforce.com, Business Development, Sales Management, Public Relations, Digital Marketing, Blogging, Corporate Communications

Education
Arizona State University   2008 — 2012
Tourism Development and Management, Special Events Management, Convention Sales & Meeting Planning

Ryan Freberg Ryan Freberg Phoenix, Arizona Area Details
Ryan Freberg's The Planning Group of Scottsdale, LLC Experience August 2010 - May 2012
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS  July 2015 - Present
Morgan Stanley  December 2012 - July 2015
BTIG  May 2012 - July 2012
The Planning Group of Scottsdale, LLC   August 2010 - May 2012
Kvichak Anglers   August 2009 - August 2010

Education
Arizona State University, W. P. Carey School of Business   2009 — 2013
Bachelor of Science (BS), Finance, General

Arizona State University - W. P. Carey School of Business
Finance, General

Jessica Dellinger Jessica Dellinger West Palm Beach, Florida Area Details
Jessica Dellinger's The Planning Group of Scottsdale, LLC Experience December 2007 - June 2010
Job Compliance Manager & Independent Consultant
Industry Investment Management
Experience
GenSpring Family Offices  June 2010 - Present
RIA Solutions, LLC   April 2010 - Present
Meridian United Capital, LLC   April 2009 - June 2010
The Planning Group of Scottsdale, LLC   December 2007 - June 2010
COUNTRY Financial®  August 2006 - August 2007
The Vanguard Group®  January 1999 - August 2006

Skills
SEC, Investment Advisers Act, Investment Company Act, CFTC, Commodity Exchange Act, Regulatory Requirements, Regulatory Compliance, Regulatory Filings, Risk Assessment, Surveillance, Testing, Risk Management, Policy Writing, Procedure Development, Procedure Review, Employee Training, Executive Reporting, Presentation Development, Series 65, Mutual Funds, Investments, Investment Advisory

Education
Auburn University   1995 — 1998
Bachelor of Science (B.S.), Finance

Michigan State University   1993 — 1995
Biology, General

Terry Ransom, JD, MBA Terry Ransom, JD, MBA Scottsdale, Arizona Details
Terry Ransom, JD, MBA's The Planning Group of Scottsdale, LLC Experience April 2011 - June 2012
Job Financial Consultant / Wealth Advisor with Wilbanks Securities, LLC
Industry Financial Services
Experience
Wilbanks Securities, LLC   June 2012 - Present
The Planning Group of Scottsdale, LLC   April 2011 - June 2012
Ameriprise Financial  January 2005 - April 2011
Bank of America / JP Morgan Chase Bank   November 2003 - January 2005
The Federal Reserve Bank - Portland Branch   October 1997 - November 2003

Skills
Series 7, Retirement Planning, Uniform Combined State..., Strategic Financial..., Wealth Management, Retirement, Estate Planning, Investment Advisory, Financial Advisory, Mutual Funds, Long Term Care Insurance, Fixed & Variable..., Licensed Life Insurance..., MBA, JD, Variable Annuities, Long-term Care, Investments, Financial Planners, Portfolio Management, Financial Services, Wealth, Finance, Series 63

Education
College for Financial Planning   2014 — 2015

University of Washington School of Law   1988 — 1991
JD, Juris Doctorate - Business Law

Seattle Pacific University   1985 — 1987
MBA, Business & Finance

Washington State University   1981 — 1985
BA - Business, Business, Finance & Hotel Administration

Erin Jurevic Erin Jurevic San Francisco Bay Area Details
Erin Jurevic's The Planning Group of Scottsdale, LLC Experience October 2010 - September 2011
Job Recruiting Coordinator Industrial Light & Magic
Industry Staffing and Recruiting
Experience
Industrial Light & Magic  March 2014 - Present
HR Answers, Inc.   July 2013 - January 2014
Boly:Welch  March 2012 - June 2013
The Planning Group of Scottsdale, LLC   October 2010 - September 2011
Yelp.com  April 2010 - October 2010

Skills
Social Media Marketing, Salesforce.com, Event Planning, Advertising, Social Media, Facebook, Social Networking, PowerPoint, Management, Training, Recruiting, Human Resources, Sales, CRM, Customer Service, Marketing

Education
University of Oregon   2004 — 2008
Bachelor of Science

Riverdale

Erika Du Mond Erika Du Mond United States Details
Erika Du Mond's The Planning Group of Scottsdale, LLC Experience August 2008 - Present
Job Investment Department Exec at The Planning Group of Scottsdale, LLC
Industry
Experience
The Planning Group of Scottsdale, LLC   August 2008 - Present
Alare Capital Partners   2006 - 2008
Merrill Lynch  February 2004 - May 2005

Education
Tulane Unversity   2000 — 2002
Bachelors, Finance, Communications

Boston University   1998 — 2000
Public Relations