The Wealth Consulting Group
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The Wealth Consulting Group Employees
The Wealth Consulting Group February 2013 - Present
Skills
Financial Services, Securities, Investments, FINRA, Retirement Planning, Investment Advisory..., Finance, Fixed Annuities, Life Insurance, Variable Annuities, Estate Planning
Education
Middle Tennessee State University
Bachelor's Degree, Marketing
The Wealth Consulting Group June 2008 - Present
Skills
Retirement Planning, Estate Planning
Education
Regis University 1998 — 2001
Master of Business Administration (M.B.A.), Accounting and Finance
George Mason University 1987 — 1989
Bachelor of Arts (B.A.), Communications
Certified Financial Planning Board
CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
The Wealth Consulting Group November 2014 - Present
Strategic Wealth Associates February 2011 - November 2014
Morgan Stanley 2007 - March 2011
KB Home 2002 - 2006
Skills
Investments, Risk Management, Portfolio Management, Retirement Strategies, Business Strategies, Certified Financial..., Financial Planning, Wealth Transfer, Wealth Preservation, Wealth Accumulation
Education
University of San Diego
BBA, Business
The Wealth Consulting Group May 2011 - Present
Skills
Investments, Finance, Asset Management, Securities, Series 7, Financial Planning, Insurance, Wealth, Portfolio Management, Real Estate Economics
Education
University of Houston 1966 — 1970
BSEE, Electrical Engineeering
The Wealth Consulting Group November 2014 - Present
MetLife Premier Client Group April 2009 - November 2014
Ameriprise Financial Services, Inc. December 2005 - January 2009
SunTrust Bank May 2005 - August 2005
Wachovia Securities (Now Wells Fargo Advisors) December 2002 - March 2003
Education
The Johns Hopkins University 2002 — 2006
Bachelor's, Economics
The Wealth Consulting Group November 2014 - Present
K-BOB'S Steakhouses September 1991 - August 2002
Skills
Investments, Risk Management, Leadership Development, Training, Small Business, Marketing, Employee Benefits, Sales, Finance, Retirement, Financial Advisory, Financial Services, Investment Strategies, FINRA, Financial Planners, Financial Markets, Investment Advisory..., Wealth Management, Retirement Planning, Series 7
Education
Purdue University - Krannert School of Management 1978 — 1982
Business Management
The Wealth Consulting Group November 2014 - Present
Strategic Wealth Associates a general agency of NELICO and part of the MetLife Premier Client Group August 2009 - November 2014
United Shipping Solutions August 2006 - February 2008
Skills
Financial Planning, Wealth Management, Investments, Asset Allocation, Wealth Accumulation, Insurance, Securities, Succession Planning, Word, Outlook, New Business Development, Microsoft Office, Team Leadership, Customer Service, Retirement Planning, Annuities, Mutual Funds, Budgeting, Portfolio Management, Estate Planning, Asset Management, Employee Benefits, 401k, Risk Management, Term Life Insurance, Investment Advisory, Group Benefits, Financial Analysis, Long Term Care Insurance, Strategic Financial..., Financial Advisory, Finance, Management
Education
Trinity Christian College 2004 — 2006
BA, Business
Kalamazoo Valley Community College 2002 — 2004
Associates Degree, Liberal Arts
2015 Level I Candidate in the CFA Program
Allstate January 2013 - Present
TriCor Financial LLC February 2012 - January 2013
Mass Mutual Financial Group / MML Investors Services, Inc May 2006 - February 2012
The Wealth Consulting Group May 2006 - December 2008
Bank of America Investments October 2003 - May 2006
Wells Fargo Investments August 2002 - October 2003
Merrill Lynch July 1999 - August 2002
Skills
401k, Alternative Investments, IRAs, Investment Advisory, Investment Strategies, Life Insurance, Securities, Fixed Annuities, Wealth Management, Disability Insurance, Investments, Wealth Management..., Series 6
Education
University of Nevada-Las Vegas - College of Business 1996 — 1999
Bachelor of Science in Business Administration, Finance
Chaparral High School
Honors
The Wealth Consulting Group November 2003 - Present
Strategic Wealth Associates 2003 - Present
Skills
Securities, FINRA, Retirement Planning, Wealth
Education
University of Nevada Las Vegas Lee Business School 2000 — 2003
Bachelor or Arts, Economics
Nevada Career Institiute 1996 — 1997
MA, Medical Assisting
Billion Automotive July 2015 - Present
Billion Automotive June 2014 - June 2015
Des Moines Register March 2012 - May 2014
ING June 2011 - December 2011
The Wealth Consulting Group May 2010 - October 2010
Wealth Strategies Group August 2008 - October 2010
TravelHero.com April 2008 - August 2008
Lake Las Vegas Resort July 2001 - April 2008
Skills
Customer Service, Strategic Planning, Budgets, Account Management, Event Planning, Event Management, Negotiation, Online Marketing, Sales Management, Social Media, Hospitality, Contract Negotiation, Marketing, Online Advertising
Education
University of Northern Iowa 1997 — 2000
Economics, Math, Management
Texas Lutheran University 1995 — 1997
N/A, Economics, Mathematics, Management
The Wealth Consulting Group 2011 - 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint
Education
UNLV 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
North Dakota State University 2007 — 2009
Accounting