The Strategic Financial Alliance
Industry: Company
DescriptionParent organization: SFA HOLDINGS INC Subsidiary: The Strategic Financial Alliance, Inc., Asset Management Arm
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The Strategic Financial Alliance Employees
JP Morgan Chase Bank, NA August 2015 - Present
Women in Aviation Oshkosh 2011 - Present
Women in Aviation Oshkosh 2011 - Present
Association for Women Lawyers September 2014 - August 2015
Clearpath Financial Partners August 2014 - August 2015
The Strategic Financial Alliance January 2014 - August 2015
Association for Women Lawyers October 2013 - September 2014
Merrill Lynch November 2011 - December 2013
Association for Women Lawyers 2010 - 2012
Prudential Financial June 2009 - August 2011
Education
Hamline University School of Law 1985 — 1988
JD, Law
University of Wisconsin-Madison 1982 — 1984
BA, French/International Relations
Hartford Union High School
Global View Capital Advisors February 2011 - Present
Global View Capital Management, Ltd. January 2014 - Present
The Strategic Financial Alliance November 2010 - December 2013
Investment Advisors International May 2006 - November 2010
Skills
Financial Planners, Portfolio Management, Small Business, Strategic Planning, Disability Insurance, Business Planning, Long-term Care, Investment Strategies, Personal Finance, Long Term Care Insurance, Coaching
Education
Medical College of Wisconsin
BSN, Nursing
Encore Financial Consulting October 2001 - Present
The Strategic Financial Alliance October 2001 - Present
Waddell & Reed September 2000 - September 2001
Invest Financial 1998 - 2000
Skills
Retirement Planning, Retirement, Strategic Financial..., Financial Planners, Portfolio Management, Fixed Annuities, Investment Advisory, IRAs, Long Term Care Insurance, Wealth Management, Series 7, 401k, Social Security Income..., 401k Rollovers, 529 Plans, Disability Insurance, Life Insurance, Certified Financial..., Mutual Funds, Estate Planning, Investment Strategies, Investment Management, Small Business, Long-term Care, Securities, Financial Advisory, Insurance, Investments, Series 63, Term Life Insurance, Whole Life, Variable Annuities, Wealth, FINRA, Series 6, Financial Services, Finance, Roth IRA, Asset Allocation, Personal Finance, Wealth Management..., Asset Management, Universal Life
Education
Oglethorpe University 1998 — 2000
Certified Financial Planner, CFP Program
University of California, Los Angeles 1992 — 1995
BA, Music Performance
California State University-Long Beach 1989 — 1992
BA, Music Performance
The Strategic Financial Alliance September 2012 - Present
Capstone Financial Partners September 1997 - August 2012
Skills
Alternative Investments, Tax-advantaged..., Retirement Planning, Wealth Management, Strategic Financial..., Investments, Finance, Asset Management, Financial Services, Insurance, Estate Planning, Asset Allocation, IRAs, Small Business, Financial Advisory, Risk Management, Investment Advisory, 401k, Mutual Funds, Series 7
Education
Auburn University 1993 — 1997
Bachelor of Science (BS), Marketing
Oglethorpe University 1999 — 2001
Certified Financial Planner Program
ClearStep Financial October 2013 - Present
The Strategic Financial Alliance November 2010 - Present
Global View Capital Advisors November 2010 - October 2013
HD Vest Financial Services June 2009 - October 2010
Skills
Investments, Financial Advisory, Financial Services, Strategy, Securities, Small Business, Training, Finance, Wealth Accumulation, Retirement Planning, Fixed Annuities, Retirement
Education
Anoka Ramsey Community College 1980 — 1988
AS, Electronic Engineering Technology
St. Cloud State University
Milwaukee Radio Alliance December 2014 - Present
Brandcast January 2013 - Present
Clear Channel Broadcasting October 2008 - Present
Dan Kyle Productions February 1997 - Present
Global View Capital Advisors February 2011 - August 2013
The Strategic Financial Alliance November 2010 - August 2013
Kolosso for Congress July 2009 - November 2010
Investment Advisor International September 2007 - November 2010
Journal Broadcast Group WKTI 1997 - 2008
Journal Broadcast Group WTMJ 1997 - 2008
Skills
Radio, Broadcast, Strategy, Voice Acting, Creative Writing, Commercials, Investments, Financial Services, Finance, Financial Advisory, Emcee, Public Speaking, Sports, Marketing, Social Media Marketing, Securities, Advertising, Marketing Strategy, Event Planning, Strategic Planning, Customer Service, Sales, Radio Advertising, Public Relations, Radio Host, Social Media, Radio Broadcasting, Adobe Audition, Radio Producing, New Business Development, Social Networking, Voice Over, New Media, Digital Media, Television, Media Relations, Facebook, Advertising Sales, Broadcast Journalism, Audio Editing, Video Production
Education
Gateway Technical College
Associates Degree, Radio Broadcasting
Muskego High
University of Wisconsin-Waukesha
Black Swan Legacy Group, LLC 2012 - Present
The Strategic Financial Alliance October 2010 - December 2013
Investment Advisors International 2006 - 2010
Focus First Financial 2004 - 2006
Education
The American College
Brigham Young University 1993 — 2000
The Strategic Financial Alliance August 2002 - Present
Skills
Financial Advisory, Securities
Education
Cardinal Stritch University
Bachelors in Business Finance, Business Finance
Monroe High School
EcoVest Capital, LLC August 2012 - Present
The Strategic Financial Alliance January 2010 - August 2012
Skills
Series 7, Retirement Planning, Investments, Investment Advisory, Fixed Annuities, Wealth Management, Alternative Investments, Asset Management, Mutual Funds, Securities, Portfolio Management
Education
State University of New York College at Geneseo 1977 — 1981
Bachelor's Degree
National Securities May 2011 - Present
The Strategic Financial Alliance June 2007 - April 2011
Skills
Strategic Financial..., Wealth Management, Mutual Funds, Retirement Planning, Investments, Investment Advisory, Securities, Series 63, Portfolio Management, Uniform Combined State..., Financial Analysis, Asset Management, Asset Allocation, Series 7, Equities, Bloomberg, Retirement, Fixed Annuities, Financial Services, Fixed Income, Bonds, Financial Planning
Education
The American College 1971 — 1973
Charterred Life Underwriter
Penn State University 1953 — 1957
B.S, accounting
Dave Ramsey's Financial Peace University January 2011 - Present
John Lee Pence CFP(R) AAMS(R) January 2003 - Present
The Strategic Financial Alliance 2003 - Present
CFP Board 2006 - 2014
Center for Family Resources 2001 - 2002
US Army June 1991 - March 1993
US Army 1980 - 1993
Germany 1980 - 1993
US Army Germany 1980 - 1984
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investment Advisory, Retirement, Investments, Wealth Management, Financial Advisory, 401k, Mutual Funds, Fixed Annuities, 401k Rollovers, Securities, Financial Planners, Series 7, Wealth, Wealth Accumulation, Long Term Care Insurance, IRAs, Financial Services, Charities, Portfolio Management, Investment Strategies, Asset Allocation, Pensions, Alternative Investments, FINRA, Personal Finance, Small Business, High Net Worth..., Insurance, Finance, Series 63, Investment Management, Asset Management, Life Insurance, Disability Insurance, Long-term Care
Education
First Presbyterian Church FPU 2003 — 2014
Coordinator of Financial Ministry, Dave Ramsey's Financial Peace University (FPU)
Kennesaw State University 2003 — 2005
Certificate in Financial Planning, CFP(R) Certification Jan. 2004
Defense Language Institute 1980 — 1980
NA, German
University of North Georgia 1969 — 1973
BBA, Accounting
Dalton High School 1966 — 1969
High School Graduate, High School/Secondary Diplomas and Certificates
BMO Bank Of Montreal March 2008 - Present
Bank of Montreal March 2008 - Present
The Strategic Financial Alliance February 2005 - March 2008
Clarica Financial Services September 2003 - February 2008
Skills
Refinance, Purchase, Mortgage, Home, FHA, Mortgage Lending, First Time Home Buyers, Conventional, Reverse Mortgages, Residential, Debt Consolidation, Residential Homes, Investment Properties, Residential Mortgages, Wealth Management, Finance, Strategic Financial..., Life Insurance, Mutual Funds, Disability Insurance, Commercial Mortgages, Certified Mortgage..., Small Business, Mortgage Marketing, Loans, Mortgage Underwriting, Credit, Construction Loans
Education
Humber College 1992 — 1994
Business Management, Business Administration
D2L December 2014 - Present
AirWatch March 2013 - December 2014
AirWatch May 2012 - March 2013
AppVault April 2011 - May 2012
Ecko Unlimited November 2007 - May 2012
The Strategic Financial Alliance June 2006 - August 2006
Skills
Sales, Marketing Strategy, Social Media Marketing, Account Management, Mobile Devices, Mobile Technology, Salesforce.com, Mobile Device Management, Mobile Content..., Healthcare, Selling, Management, Enterprise Software, Business Development, Lead Generation, Online Advertising, Solution Selling, Advertising, Social Networking, Digital Marketing, SaaS, Leadership, Sales Operations
Education
Georgia State University
Bachelor of Business Administration, Marketing
Monster Energy August 2014 - Present
Monster Energy October 2011 - August 2014
The Strategic Financial Alliance May 2009 - July 2009
AEPI 2007 - 2009
HRS Electrical May 2005 - August 2007
U.S. Soccer Federation (UEFA) August 2001 - May 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Windows, Business Process, PowerPoint, iDig, Sales, Leadership
Education
University of Georgia - Terry College of Business 2009 — 2011
BBA, MIS/IT
Georgia State University 2007 — 2009
ClearStep Financial October 2013 - Present
The Strategic Financial Alliance January 2013 - Present
BMO Global Asset Management November 2009 - November 2012
M&I Institutional Trust Services February 2008 - November 2009
M&I Institutional Trust Services August 2004 - February 2008
M&I Trust Company January 2002 - August 2004
State Farm Agent May 2000 - January 2002
Skills
Strategic Financial..., Investments, Insurance, Retirement Planning, Employee Benefits, Relationship Management, Sales Support, Team Building, Business Development, Client Development
Education
Marquette University 2003 — 2006
MBA
University of Wisconsin-Milwaukee 1998 — 2001
BBA, Marketing and Finance
The Strategic Financial Alliance March 2015 - Present
Integras Partners April 2013 - February 2015
ProActive Wealth Strategies October 2010 - March 2013
USAA Wealth Management March 2007 - July 2010
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Investments, Financial Planning, Fixed Annuities, Financial Analysis, Portfolio Management, Business Planning, Investment Advisory, Financial Services, Insurance, Risk Management, Investment Strategies, Life Insurance, Mutual Funds, Retirement, Asset Management, Financial Advisory, Employee Benefits, Personal Finance, Long-term Care, Disability Insurance, Investment Management, Small Business, Annuities, Asset Allocation, Retirement Income..., Long Term Care, Budgeting, Succession Planning, IRA's
Education
University of Regina 1974 — 1978
Bachelor's degree, Microbiology, General
Snyder Financial Group Inc July 2014 - Present
The Strategic Financial Alliance September 2014 - Present
Integrity Neurodiagnostic, LLC June 2013 - February 2014
Kubicki Draper December 2008 - June 2013
Hightower & Partners December 2007 - December 2008
Raymond James May 2006 - February 2007
Education
Florida State University 1999 — 2003
Bachelor's Degree
Stetson University 2005 — 2007
Master of Business Administration (M.B.A.)
Stetson University College of Law 2004 — 2007
Juris Doctor (J.D.)
C. Leon King High School 1996 — 1999
High School
Global View Capital Advisors June 2014 - Present
Global View Capital Advisors February 2011 - June 2014
The Strategic Financial Alliance November 2010 - December 2013
Investment Advisors International January 2007 - October 2010
Education
Brigham Young University 1998 — 2000
Bachelors Degree, Psychology
Brigham Young University - Idaho 1996 — 1997
Associates Degree, Psychology
Muskego High School 1989 — 1993
Keen Advisor Group 2010 - Present
The Strategic Financial Alliance September 2004 - Present
Keen Insight Group May 2001 - May 2010
Professional and Business Financial Services, Inc. June 1983 - May 2001
John Hancock Life Insurance Company (U.S.A.) 1960 - 1983
Skills
Financial Advisory, Retirement Planning, Investment Advisory, Wealth Management, Social Security, Planning for the Single..., End of Life Planning, Helping Families..., Financial Analysis, Financial Planning, Financial Services, Financial Risk, Policy Review, Wealth Management..., Wealth Accumulation, Wealth Preservation..., Wealth Preservation, Wealth Transfer, Asset Management, Asset Allocation, Asset Protection, Succession Planning, Life Insurance, Disability Insurance, Legacy Giving, Retirement Plan..., Retirement Savings, Qualified Retirement..., 401k Rollovers, IRAs, Fixed Annuities, Variable Annuities, Indexed Annuities, Charitable Gift..., Charitable Giving, Charitable Gift Planning
Education
Northwest Missouri State University 1974 — 1976
Associate's degree, Financial Planning and Services
Newport High School, Newport Kentucky 1955 — 1958
Academic Diploma, General Studies
Horizon Construction Company May 2015 - Present
The Strategic Financial Alliance May 2013 - April 2015
City Club of Buckhead January 2013 - May 2013
Gap Inc. November 2008 - July 2012
NLD Properties June 2004 - June 2012
Skills
Microsoft Office, Social Media, Event Planning, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Public Speaking, Public Relations, Social Media Marketing, Research, Facebook, Event Management, Marketing, Marketing Communications, Editing, Social Networking, Fundraising, Strategic Planning, Sales, Time Management, Management, Retail, Teamwork, Data Entry, Merchandising, Inventory Management, Community Outreach, Training, Access, Leadership, Outlook, Problem Solving
Education
The University of Georgia 2010 — 2012
Bachelor's degree, History
Georgia College and State University 2008 — 2011
History, Public/Applied History
Snyder Financial Group, Inc. January 2001 - Present
The Strategic Financial Alliance January 2012 - Present
TECO Peoples Gas November 1992 - December 2000
Dresdner Bank May 1989 - June 1992
Skills
Series 7, Investment Advisory, Securities, Series 63, Financial Advisory, FINRA, Retirement, Series 65, Financial Services, Financial Planners, Investments, Wealth Management, Asset Managment, Asset Allocation, Mutual Funds
Education
Nova Southeastern University 1990 — 1991
M.B.A, Business Administration and Management
Stetson University 1984 — 1988
B.B.A, Marketing and International Studies
The Strategic Financial Alliance February 2012 - Present
Global View Capital Advisors February 2012 - October 2013
Investment Advisors International October 2010 - February 2012
World Financial Group June 2000 - February 2012
Tower Enterprises June 1998 - October 2007
Skills
Investments, Retirement Planning, 401k, Retirement, Mutual Funds, Estate Planning, Annuities, IRA's, Financial Planning
Education
University of Nevada-Las Vegas - College of Business 1996 — 2000
B.S. in Business Administration, Finance/ Real Estate
The Strategic Financial Alliance March 2011 - Present
Paul Gallois Advisory Services April 2009 - February 2011
UPS September 1997 - March 2007
UPS May 1992 - August 1997
UPS May 1988 - May 1992
UPS November 1983 - April 1988
UPS July 1980 - November 1983
Skills
Accounting, Accounts Receivable, Accounts Payable, Vendor Management, Outsourcing, Management, Microsoft Excel, Access, Microsoft Word, Microsoft Office, Outlook, Accruals, Business Process..., Point of Contact, Outsourcing Management, Process Improvement, Payroll, General Ledger, Budgets, Leadership, Training, Auditing, Account Reconciliation
Education
Fairfield University
B.S., Business Adm./Marketing
The Strategic Financial Alliance January 2008 - Present
Insurevest Corp. March 1984 - Present
Education
University of Florida 1957 — 1962
BA, Economics
Horizon Investment Counsel, LLC August 2008 - Present
The Strategic Financial Alliance 2003 - 2009
Horizon Investment Counsel, LLC December 1998 - February 2008
IFG 1994 - 1998
Skills
Wealth Management, Due Diligence, Private Placements, Investment Advisory, Portfolio Management, Equities, Investments, Series 7, Asset Management, Securities, Investment Strategies, Retirement Planning, Retirement
Education
Georgia State University - J. Mack Robinson College of Business 1990 — 1992
MBA, Finance - Investments
Mercer University 1980 — 1984
BBA, Finance - Investments
Mercer University - Stetson School of Business and Economics 1980 — 1984
bba
The Strategic Financial Alliance September 2013 - Present
The Strategic Financial Alliance March 2012 - August 2013
SunTrust Insurance Services, Inc. July 2010 - September 2011
SunTrust Investment Services February 2009 - July 2010
Atlanta Financial Associates February 2008 - December 2008
Skills
Securities, Series 7, Series 24, Customer Relations, Excel, Microsoft Office, Research, Word, Access, Compliance, Problem Solving, Series 66, Editing, Outlook, Analysis
Education
Baldwin-Wallace College 1994 — 1996
Bachelor of Arts, Political Science
The Strategic Financial Alliance July 2012 - Present
Self Employed September 2008 - August 2012
ETrade Financial June 2000 - August 2008
Interstate Johnson Lane 1986 - 2000
Oppenheimer & Company 1984 - 1986
A G Becker 1978 - 1984
Merrill Lynch 1972 - 1978
Skills
Series 7, Series 24, Mutual Funds, Policy, Securities, Financial Services, Risk Management, FINRA, Operations Management
Education
Minnesota School of Business 1971 — 1972
Business
Normandale Community College 1970 — 1971
Education
Grove Medical, Inc. March 2014 - June 2015
Container Resources, Inc. July 2013 - February 2014
The Strategic Financial Alliance May 2011 - June 2013
Metametrix Clinical Laboratory February 2010 - May 2011
Metametrix Clinical Laboratory June 2009 - May 2011
Metametrix Clinical Laboratory July 2008 - June 2009
Skills
Social Media, Editing, Social Media Marketing, Marketing, Event Planning, Customer Service, Trade Shows, Integrated Marketing, Microsoft Office, Event Management, Management, Sales, Graphic Design, Sales Management, Advertising, Leadership, Marketing Strategy, Social Networking, Account Management, Microsoft Excel, Team Building
Education
Georgia College and State University 2004 — 2008
Bachelor of Arts (BA), Rhetoric-Public Speaking/Minor-Marketing
Duluth High School 2000 — 2004
High School
Tax Saving Professionals February 2014 - Present
The Strategic Financial Alliance May 2014 - Present
Family First Life December 2012 - Present
Independent Financial Advisor August 2011 - May 2014
JTAA 2010 - 2014
America's Choice Equities April 2010 - August 2011
Bank of America/Merrill Lynch October 2008 - April 2010
TIAA-CREF August 2006 - August 2008
Privateer Trading, LLC September 2005 - September 2006
Education
Johnson C. Smith University - JCSU 1996 — 2001
BS, Finance
Stafflogix/Kimberly Clark Corporation June 2012 - Present
BWAY Corporation May 2011 - August 2012
Lionheart Assurance Solutions, LP July 2009 - March 2011
The Strategic Financial Alliance January 2006 - June 2009
Skills
Microsoft Office, Strategic Planning, Customer Service, Outlook, Negotiation, Legal Compliance, Financial Analysis, Microsoft Excel, Contract Negotiation, Sales, Training, Access, PowerPoint, Team Building, Budgets, Microsoft Word, Process Improvement
Education
Brown University 1976 — 1978
Applied Piano
ClearStep Financial October 2013 - Present
The Strategic Financial Alliance November 2010 - Present
Global View Capital Advisors November 2010 - October 2013
Investment Advisors International September 2006 - October 2010
World Financial Group January 2003 - October 2010
World Marketing Alliance July 1993 - January 2003
Skills
Investments, Retirement Planning, Insurance, Strategic Financial..., Career Development, Business Development
Education
Cardinal Stritch University
The Strategic Financial Alliance
Skills
Financial Planners, Capital Gains Tax, Retirement Planning, Strategic Financial..., Investment Advisory, Retirement, Wealth Management, Estate Planning, Investments, Securities, Insurance, Asset Managment, Financial Analysis, Risk Management, 401k Rollovers, Saving for Education, Roth IRA, College Savings Plans, Financial Goals, IRAs, 529 Plans, Personal Financial..., Education Funding, Wealth Accumulation, Long Term Care Insurance, Fixed Annuities, Variable Annuities, 401k, Rollovers, Employee Stock Options, Superannuation, Financial Advisory, Series 7, Simple IRA, Series 65, Mutual Funds, Protection..., Buy-sell Agreements, Wealth, Trust Services, Key Person Insurance, Retirement Plan..., Investment Advisory..., High Net Worth..., Life Insurance, Income Protection, Investment Strategies, Variable Products, Qualified Retirement..., Profit Sharing
Education
The American College 2011 — 2013
Master's Degree, Financial Planning and Services
Coastal Carolina University 2007 — 2009
Master of Business Administration (M.B.A.)
Coastal Carolina University 1996 — 2001
Bachelor of Science in Business Administration, Accounting and Finance
The Strategic Financial Alliance September 2013 - Present
Northwestern Mutual June 2010 - August 2013
Morgan Stanley Smith Barney December 2008 - February 2010
Skills
Retirement Planning, Retirement, Series 7, Life Insurance, Estate Planning, Strategic Financial..., Investments, Wealth Management
Education
University of Arizona 2002 — 2002
Bachelors, Political Science, Economics
Cheyenne Mountain HS 1998 — 2002
The Strategic Financial Alliance January 2013 - Present
Wells Real Estate Funds August 2003 - December 2012
Wells Real Estate Funds August 2003 - December 2003
Investors Financial Group (IFG) May 1997 - April 2003
Investors Financial Group May 1997 - April 2003
Keogler Morgan & Company February 1995 - April 1997
Citizens Trust Bank May 1985 - November 1994
FDIC July 1984 - May 1985
Century National Bank March 1980 - July 1984
North Carolina A & T State University June 1976 - December 1979
Skills
Financial Operations, Financial Accounting, Operations Management, Successful track record, Team Leadership, Result Oriented, Investor Relations
Education
North Carolina Agricultural and Technical State University 1972 — 1976
Bachelor of Science (BS), Business Administration, Management and Operations
NORTH CAROLINA A & T STATE UNIVERSITY
Bachelor of Business Administration