USAA Wealth Management
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USAA Wealth Management Employees
Employee
Years
Job
Industry
Rick A. Baray, CFP®, CLU® Rick A. Baray, CFP®, CLU®'s USAA Wealth Management Experience December 2013 - Present
Job Wealth Manager at USAA Wealth Management
Industry Financial Services
Experience
USAA Wealth Management December 2013 - Present
JPMorgan Chase Bank, N.A. April 2012 - November 2013
New England Securities January 2011 - March 2012
JPMorgan Chase September 2009 - January 2011
Wescom Credit Union July 2007 - September 2009
Education
San Diego State University-California State University 2007 — 2012
Bachelor of Science in Business Administration, Financial Services
USAA Wealth Management December 2013 - Present
JPMorgan Chase Bank, N.A. April 2012 - November 2013
New England Securities January 2011 - March 2012
JPMorgan Chase September 2009 - January 2011
Wescom Credit Union July 2007 - September 2009
Education
San Diego State University-California State University 2007 — 2012
Bachelor of Science in Business Administration, Financial Services
Eddie Kramer, CFP®, MBA Eddie Kramer, CFP®, MBA's USAA Wealth Management Experience September 2010 - February 2014
Job Financial Advisor at Abacus Planning Group
Industry Financial Services
Experience
Abacus Planning Group February 2014 - Present
USAA Wealth Management September 2010 - February 2014
USAA September 2009 - September 2010
Abacus Planning Group, Inc. August 2004 - September 2009
Abacus Planning Group, Inc. June 2003 - August 2003
Strategic Wealth Management January 2003 - June 2003
Gaschen, Johnston, and Barnes, LLC May 2002 - June 2003
Skills
Certified Financial..., Personal Financial..., Wealth Management, Retirement Planning, Estate Planning, Wealth Accumulation, Investment Advisory, Asset Allocation, Financial Advisory, Retirement, Time Management, Financial Planning
Education
California Lutheran University 2012 — 2015
MBA in Financial Planning, Business Administration and Management, General
Texas Tech University 2000 — 2004
B.S., Personal Financial Planning
Fredericksburg High School 1996 — 2000
Abacus Planning Group February 2014 - Present
USAA Wealth Management September 2010 - February 2014
USAA September 2009 - September 2010
Abacus Planning Group, Inc. August 2004 - September 2009
Abacus Planning Group, Inc. June 2003 - August 2003
Strategic Wealth Management January 2003 - June 2003
Gaschen, Johnston, and Barnes, LLC May 2002 - June 2003
Skills
Certified Financial..., Personal Financial..., Wealth Management, Retirement Planning, Estate Planning, Wealth Accumulation, Investment Advisory, Asset Allocation, Financial Advisory, Retirement, Time Management, Financial Planning
Education
California Lutheran University 2012 — 2015
MBA in Financial Planning, Business Administration and Management, General
Texas Tech University 2000 — 2004
B.S., Personal Financial Planning
Fredericksburg High School 1996 — 2000
Kristen Zettner's USAA Wealth Management Experience April 2011 - May 2012
Job Land Excellence Hess Corporation
Industry Oil & Energy
Experience
Hess Corporation January 2015 - Present
Hess June 2013 - Present
Z Fitness Method February 2011 - Present
USAA Wealth Management April 2011 - May 2012
USAA 2009 - August 2011
Skills
Oil & Gas Industry, Lease Documentation, Data Management, Lease Administration, Lease Audit, Analysis, Wealth Management, Asset Allocation, Trust Services, Personal Financial..., Strategic Financial..., Investments, Mutual Funds, Retirement Planning, Series 7, Retirement, Finance, Financial Planning, Customer Service, Financial Analysis
Education
Texas State University 2006 — 2008
BA, Finance
Hess Corporation January 2015 - Present
Hess June 2013 - Present
Z Fitness Method February 2011 - Present
USAA Wealth Management April 2011 - May 2012
USAA 2009 - August 2011
Skills
Oil & Gas Industry, Lease Documentation, Data Management, Lease Administration, Lease Audit, Analysis, Wealth Management, Asset Allocation, Trust Services, Personal Financial..., Strategic Financial..., Investments, Mutual Funds, Retirement Planning, Series 7, Retirement, Finance, Financial Planning, Customer Service, Financial Analysis
Education
Texas State University 2006 — 2008
BA, Finance
David Worster, CFP®, CLU, ChFC's USAA Wealth Management Experience January 2014 - March 2015
Job Regional Vice President at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors August 2015 - Present
USAA Wealth Management January 2014 - March 2015
New Albany Capital Partners, LLC August 2011 - January 2014
KGL Holdings October 2009 - March 2010
Nationwide Financial July 2008 - September 2009
Agility (Formerly PWC Logistics) December 2006 - June 2008
Lincoln Financial Distributors February 2005 - November 2006
Wachovia Bank 2002 - 2004
Sun Life Financial 2000 - 2002
Nationwide Financial Services 1993 - 2000
Skills
Strategic Planning, Risk Management, Business Development, Portfolio Management, Strategy, Operations Management, Leadership, Management, Business Planning, Business Strategy, New Business Development, Competitive Analysis, Process Improvement, Team Building, Analysis, Executive Management, Budgets, Investments, Strategic Financial..., Insurance, Cross-functional Team..., Program Management, CRM, Forecasting, Team Leadership, Project Planning, Account Management, Negotiation, Contract Negotiation, Mergers & Acquisitions
Education
Xavier University - School of Business Administration 1998 — 2000
MBA
Ohio University 1982 — 1986
BBA, Marketing
College for Financial Planning
Certified Financial Planner™ (CFP®)
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
Mercer Advisors August 2015 - Present
USAA Wealth Management January 2014 - March 2015
New Albany Capital Partners, LLC August 2011 - January 2014
KGL Holdings October 2009 - March 2010
Nationwide Financial July 2008 - September 2009
Agility (Formerly PWC Logistics) December 2006 - June 2008
Lincoln Financial Distributors February 2005 - November 2006
Wachovia Bank 2002 - 2004
Sun Life Financial 2000 - 2002
Nationwide Financial Services 1993 - 2000
Skills
Strategic Planning, Risk Management, Business Development, Portfolio Management, Strategy, Operations Management, Leadership, Management, Business Planning, Business Strategy, New Business Development, Competitive Analysis, Process Improvement, Team Building, Analysis, Executive Management, Budgets, Investments, Strategic Financial..., Insurance, Cross-functional Team..., Program Management, CRM, Forecasting, Team Leadership, Project Planning, Account Management, Negotiation, Contract Negotiation, Mergers & Acquisitions
Education
Xavier University - School of Business Administration 1998 — 2000
MBA
Ohio University 1982 — 1986
BBA, Marketing
College for Financial Planning
Certified Financial Planner™ (CFP®)
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
Ira Utay Ira Utay's USAA Wealth Management Experience July 2013 - February 2015
Job Lead Business Development Advisor at USAA IMCO
Industry Financial Services
Experience
USAA Investment Management Company February 2015 - Present
USAA Wealth Management July 2013 - February 2015
USAA August 2012 - June 2013
USAA Wealth Management August 2010 - August 2012
USAA Wealth Management November 2009 - August 2010
Bank of America March 2008 - November 2009
UBS Wealth Management July 2005 - March 2008
Skills
Mutual Funds, Wealth Management, Finance, Series 7
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Michigan 2001 — 2005
BS, Sociology
USAA Investment Management Company February 2015 - Present
USAA Wealth Management July 2013 - February 2015
USAA August 2012 - June 2013
USAA Wealth Management August 2010 - August 2012
USAA Wealth Management November 2009 - August 2010
Bank of America March 2008 - November 2009
UBS Wealth Management July 2005 - March 2008
Skills
Mutual Funds, Wealth Management, Finance, Series 7
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Michigan 2001 — 2005
BS, Sociology
Trammell Cooper, CFP®, CWS® Trammell Cooper, CFP®, CWS®'s USAA Wealth Management Experience June 2008 - Present
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA Wealth Management June 2008 - Present
Telenetwork January 2005 - June 2008
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Wealth, Investment Advisory, Risk Management, Estate Planning, Banking, Comprehensive Financial..., Trust Services, Asset Protection, Financial Goals, Succession Planning, Valuation, Securities, Investment Analysis, Business Succession..., Series 7, Investments, Retirement, Insurance, Mutual Funds
Education
Texas State University-San Marcos
Bachelor of Arts (BA), History
Texas State Technical College Waco
Associate of Science (AS), E-Commerce/Electronic Commerce
USAA Wealth Management June 2008 - Present
Telenetwork January 2005 - June 2008
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Wealth, Investment Advisory, Risk Management, Estate Planning, Banking, Comprehensive Financial..., Trust Services, Asset Protection, Financial Goals, Succession Planning, Valuation, Securities, Investment Analysis, Business Succession..., Series 7, Investments, Retirement, Insurance, Mutual Funds
Education
Texas State University-San Marcos
Bachelor of Arts (BA), History
Texas State Technical College Waco
Associate of Science (AS), E-Commerce/Electronic Commerce
Jereme Brisco Jereme Brisco's USAA Wealth Management Experience November 2009 - Present
Job Senior Wealth Manager
Industry Financial Services
Experience
USAA Wealth Management November 2009 - Present
USAA November 2007 - November 2009
USAA November 2004 - November 2007
Prudential Financial August 2001 - October 2004
Skills
Retirement Income..., Retirement Planning, Wealth Management, Series 7, Estate Planning, Investment Strategies, Retirement, Strategic Financial..., Investments, Portfolio Management, Wealth, Financial Planning, Fixed Annuities, High Net Worth..., Insurance, Life Insurance, Mutual Funds, Securities, Series 63, Wealth Management..., Financial Services
Education
Cannon Financial 2008 — 2008
CWS, Certified Wealth Strategist
Certified Financial Planner Board of Standards 2007 — 2007
CFP, Certified Financial Planner
Tennessee Temple University 1993 — 1997
Bachelor of Science, Psychology
USAA Wealth Management November 2009 - Present
USAA November 2007 - November 2009
USAA November 2004 - November 2007
Prudential Financial August 2001 - October 2004
Skills
Retirement Income..., Retirement Planning, Wealth Management, Series 7, Estate Planning, Investment Strategies, Retirement, Strategic Financial..., Investments, Portfolio Management, Wealth, Financial Planning, Fixed Annuities, High Net Worth..., Insurance, Life Insurance, Mutual Funds, Securities, Series 63, Wealth Management..., Financial Services
Education
Cannon Financial 2008 — 2008
CWS, Certified Wealth Strategist
Certified Financial Planner Board of Standards 2007 — 2007
CFP, Certified Financial Planner
Tennessee Temple University 1993 — 1997
Bachelor of Science, Psychology
Curtis Smith, CFP® Curtis Smith, CFP®'s USAA Wealth Management Experience February 2011 - June 2013
Job Managing Director Central/Midwest Team at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors December 2014 - Present
Houston Estate and Financial Forum 1992 - April 2015
Gainer Donnelly Wealth Advisors LLC July 2013 - November 2014
USAA Wealth Management February 2011 - June 2013
National Association of Personal Financial Advisors 2007 - February 2012
Interactive Capital Management September 1991 - February 2011
Interactive Capital Management 1991 - February 2011
American Association of Individual Investors 1991 - 1998
Curtis A. Smith & Associates August 1980 - September 1991
Institute of Certified Financial Planners 1986 - 1989
Education
College for Financial Planning 1982 — 1984
CFP Designation, Financial Planning
Texas Tech University - Rawls College of Business 1969 — 1974
BBA, Management and Marketing
Clear Creek High School 1966 — 1969
Mercer Advisors December 2014 - Present
Houston Estate and Financial Forum 1992 - April 2015
Gainer Donnelly Wealth Advisors LLC July 2013 - November 2014
USAA Wealth Management February 2011 - June 2013
National Association of Personal Financial Advisors 2007 - February 2012
Interactive Capital Management September 1991 - February 2011
Interactive Capital Management 1991 - February 2011
American Association of Individual Investors 1991 - 1998
Curtis A. Smith & Associates August 1980 - September 1991
Institute of Certified Financial Planners 1986 - 1989
Education
College for Financial Planning 1982 — 1984
CFP Designation, Financial Planning
Texas Tech University - Rawls College of Business 1969 — 1974
BBA, Management and Marketing
Clear Creek High School 1966 — 1969
Cynthia Niesen Cynthia Niesen's USAA Wealth Management Experience July 2014 - Present
Job Wealth Manager at USAA Wealth Management
Industry Investment Management
Experience
USAA Wealth Management July 2014 - Present
Citi Personal Wealth Management December 2011 - July 2014
Seidman Private Advisors LLC October 2009 - January 2012
UBS August 2006 - April 2009
Morgan Stanley March 2004 - May 2006
HSBC January 2002 - October 2003
WestLB October 1991 - June 2001
The Chase Manhattan Bank July 1974 - April 1983
Education
Columbia University - Columbia Business School 1978 — 1979
MS
Manhattanville College
BA
USAA Wealth Management July 2014 - Present
Citi Personal Wealth Management December 2011 - July 2014
Seidman Private Advisors LLC October 2009 - January 2012
UBS August 2006 - April 2009
Morgan Stanley March 2004 - May 2006
HSBC January 2002 - October 2003
WestLB October 1991 - June 2001
The Chase Manhattan Bank July 1974 - April 1983
Education
Columbia University - Columbia Business School 1978 — 1979
MS
Manhattanville College
BA
Mahmud Jetha, CFP® Mahmud Jetha, CFP®'s USAA Wealth Management Experience March 2007 - July 2010
Job Financial Advisor
Industry Financial Services
Experience
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
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
Chris Hiatt Chris Hiatt's USAA Wealth Management Experience 2015 - Present
Job Office Administrator at USAA Wealth Management
Industry Insurance
Experience
USAA Wealth Management 2015 - Present
USAA June 2013 - February 2015
US Army October 1986 - June 2013
Skills
Military, Army, Aviation, Human Resources, Military Experience, Military Operations, Military Training, Force Protection, Security Clearance, Defense, Intelligence, Tactics, Leadership, Organizational...
Education
American Military University 2014 — 2016
Limestone College 2012 — 2013
Associate's degree, Business Administration and Management, General
USAA Wealth Management 2015 - Present
USAA June 2013 - February 2015
US Army October 1986 - June 2013
Skills
Military, Army, Aviation, Human Resources, Military Experience, Military Operations, Military Training, Force Protection, Security Clearance, Defense, Intelligence, Tactics, Leadership, Organizational...
Education
American Military University 2014 — 2016
Limestone College 2012 — 2013
Associate's degree, Business Administration and Management, General
Christopher J. Benigno, CFA© CFP© CLU©'s USAA Wealth Management Experience August 2011 - July 2013
Job Investment Advisor at Uptown Capital
Industry Financial Services
Experience
Uptown Capital Advisors April 2014 - Present
Portfolio University 2015 - 2015
Portfolio University 2015 - 2015
Portfolio University 2015 - 2015
USAA Wealth Management August 2011 - July 2013
Skills
Registered Investment..., Personal Financial..., Wealth Management, Insurance Planning, Retirement Planning, Asset Allocation, College Education..., Chartered Financial..., Certified Financial..., ETF portfolio management
Education
Texas A&M University
Bachelor of Business Administration (B.B.A.), Finance
Uptown Capital Advisors April 2014 - Present
Portfolio University 2015 - 2015
Portfolio University 2015 - 2015
Portfolio University 2015 - 2015
USAA Wealth Management August 2011 - July 2013
Skills
Registered Investment..., Personal Financial..., Wealth Management, Insurance Planning, Retirement Planning, Asset Allocation, College Education..., Chartered Financial..., Certified Financial..., ETF portfolio management
Education
Texas A&M University
Bachelor of Business Administration (B.B.A.), Finance
Ray Panquerne, CFP®, CWS®'s USAA Wealth Management Experience August 2011 - February 2015
Job Certified Financial Planner at Clark Financial Group, Inc.
Industry Financial Services
Experience
Clark Financial Group, Inc. February 2015 - Present
USAA Wealth Management August 2011 - February 2015
JP Morgan Chase & Co March 2008 - August 2011
Capital One Investments October 2006 - March 2008
Capital One Bank February 2005 - October 2006
Louisiana ARMY National Guard January 1996 - January 2005
Skills
Client Relationship..., Financial Planning, Wealth Management, Portfolio Management, Financial Analysis, Business Development, Strategic Financial..., Investment Strategies, Financial Advisory, Securities, Relationship Management, Financial Modeling, Valuation, Estate Planning, Insurance, Client Presentation
Education
Southern Methodist University 2009 — 2011
Masters, Business Administration; Corporate Finance and Financial Consulting
Southeastern Louisiana University
Bachelor of Arts, General Business
The American College
Financial Planning and Services
Clark Financial Group, Inc. February 2015 - Present
USAA Wealth Management August 2011 - February 2015
JP Morgan Chase & Co March 2008 - August 2011
Capital One Investments October 2006 - March 2008
Capital One Bank February 2005 - October 2006
Louisiana ARMY National Guard January 1996 - January 2005
Skills
Client Relationship..., Financial Planning, Wealth Management, Portfolio Management, Financial Analysis, Business Development, Strategic Financial..., Investment Strategies, Financial Advisory, Securities, Relationship Management, Financial Modeling, Valuation, Estate Planning, Insurance, Client Presentation
Education
Southern Methodist University 2009 — 2011
Masters, Business Administration; Corporate Finance and Financial Consulting
Southeastern Louisiana University
Bachelor of Arts, General Business
The American College
Financial Planning and Services
Clinton Dosio, M.S., MPAS, CFP® Clinton Dosio, M.S., MPAS, CFP®'s USAA Wealth Management Experience August 2014 - Present
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA Wealth Management August 2014 - Present
Cuso Financial Services L.P. at Community First Credit Union 2012 - August 2014
ITT Technical Institute March 2012 - March 2013
Ameriprise Financial Services, Inc. 2007 - 2012
Skills
Wealth Management..., Retirement Planning, Investments, Estate Planning, Insurance
Education
Liberty University 2005 — 2008
B.S. Business, Finance
College for Financial Planning
Masters in Financial Planning, Financial Planning
College for Financial Planning
CFP, Financial Planning
USAA Wealth Management August 2014 - Present
Cuso Financial Services L.P. at Community First Credit Union 2012 - August 2014
ITT Technical Institute March 2012 - March 2013
Ameriprise Financial Services, Inc. 2007 - 2012
Skills
Wealth Management..., Retirement Planning, Investments, Estate Planning, Insurance
Education
Liberty University 2005 — 2008
B.S. Business, Finance
College for Financial Planning
Masters in Financial Planning, Financial Planning
College for Financial Planning
CFP, Financial Planning
Chandler Rudd CFP®'s USAA Wealth Management Experience March 2013 - Present
Job Wealth Manager at USAA Wealth Management
Industry Financial Services
Experience
USAA Wealth Management March 2013 - Present
Morgan Stanley Wealth Management June 2004 - March 2013
Societe Generale August 1987 - August 2003
Education
Columbia University in the City of New York
BA
USAA Wealth Management March 2013 - Present
Morgan Stanley Wealth Management June 2004 - March 2013
Societe Generale August 1987 - August 2003
Education
Columbia University in the City of New York
BA
Ben Kalkert, CFA, CFP®'s USAA Wealth Management Experience August 2010 - November 2012
Job Regional Vice President Private Client Group
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments November 2012 - December 2014
USAA Wealth Management August 2010 - November 2012
Level Four Advisory Services March 2008 - August 2010
H&R Block Financial Advisors 2001 - 2008
Education
College for Financial Planning 2002 — 2005
Master of Science, Financial Planning
North Carolina State University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
North Carolina State University - College of Management 1996 — 2000
Ravenscroft High school 1993 — 1996
Fidelity Investments January 2015 - Present
Fidelity Investments November 2012 - December 2014
USAA Wealth Management August 2010 - November 2012
Level Four Advisory Services March 2008 - August 2010
H&R Block Financial Advisors 2001 - 2008
Education
College for Financial Planning 2002 — 2005
Master of Science, Financial Planning
North Carolina State University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
North Carolina State University - College of Management 1996 — 2000
Ravenscroft High school 1993 — 1996
Garrett T. Kost AAMS, CWS, CRPC's USAA Wealth Management Experience January 2005 - January 2014
Job Independent Crude Oil, Natural Gas Producers & Refiner
Industry Investment Management
Experience
US Shale Energy, LLC January 2012 - Present
USAA Wealth Management January 2005 - January 2014
Prudential Financial May 2002 - July 2004
Maizey Oil And Gas LLp January 2000 - May 2002
Skills
Series 7, series 63, Series 65, AAMS, CRPC, CWS, Financial Planners, Series 63, Wealth, Investment Strategies, Risk Management, Retirement Planning, Finance, Investments, Wealth Management, Mutual Funds, Management, Financial Planning, Financial Services, Retirement, Investment Advisory, Financial Advisory, Asset Allocation, Securities, Financial Analysis, Insurance, Banking, Portfolio Management, Asset Management, Estate Planning, Strategic Planning, Equities, High Net Worth..., Analysis, Wealth Management...
Education
The University of Texas at San Antonio 2003 — 2005
BBA, Finance
The University of Texas at San Antonio 1996 — 2001
BBA, Accounting
US Shale Energy, LLC January 2012 - Present
USAA Wealth Management January 2005 - January 2014
Prudential Financial May 2002 - July 2004
Maizey Oil And Gas LLp January 2000 - May 2002
Skills
Series 7, series 63, Series 65, AAMS, CRPC, CWS, Financial Planners, Series 63, Wealth, Investment Strategies, Risk Management, Retirement Planning, Finance, Investments, Wealth Management, Mutual Funds, Management, Financial Planning, Financial Services, Retirement, Investment Advisory, Financial Advisory, Asset Allocation, Securities, Financial Analysis, Insurance, Banking, Portfolio Management, Asset Management, Estate Planning, Strategic Planning, Equities, High Net Worth..., Analysis, Wealth Management...
Education
The University of Texas at San Antonio 2003 — 2005
BBA, Finance
The University of Texas at San Antonio 1996 — 2001
BBA, Accounting
Kevin D. Riley's USAA Wealth Management Experience December 2013 - June 2015
Job Advisor at Godsey & Gibb Wealth Management
Industry Financial Services
Experience
USAA Wealth Management December 2013 - June 2015
Marshwinds Advisory Company February 2013 - November 2013
Charles Schwab February 1992 - August 2012
Education
Florida State University - College of Business 1989 — 1991
Bachelors in Science, Marketing
Tallahassee Community College 1989 — 1990
Associate Arts
USAA Wealth Management December 2013 - June 2015
Marshwinds Advisory Company February 2013 - November 2013
Charles Schwab February 1992 - August 2012
Education
Florida State University - College of Business 1989 — 1991
Bachelors in Science, Marketing
Tallahassee Community College 1989 — 1990
Associate Arts
Ross van Klaveren, CFP®, CWS®'s USAA Wealth Management Experience February 2007 - Present
Job Wealth Manager
Industry Investment Management
Experience
USAA Wealth Management February 2007 - Present
A.G. Edwards March 2005 - September 2005
Skills
Wealth Management, Asset Allocation, Estate Planning, Retirement Planning, Risk Management, Finance, Mutual Funds, Wealth, Investments, Financial Planning
Education
College for Financial Planning 2009 — 2010
Oral Roberts University 1999 — 2003
BA, Theological Studies
USAA Wealth Management February 2007 - Present
A.G. Edwards March 2005 - September 2005
Skills
Wealth Management, Asset Allocation, Estate Planning, Retirement Planning, Risk Management, Finance, Mutual Funds, Wealth, Investments, Financial Planning
Education
College for Financial Planning 2009 — 2010
Oral Roberts University 1999 — 2003
BA, Theological Studies
Terri Hilley's USAA Wealth Management Experience 2011 - Present
Job Wealth Manager with USAA Wealth Management
Industry Financial Services
Experience
USAA January 2011 - Present
USAA Wealth Management 2011 - Present
Education
American University
MBA, Finance
Indiana University of Pennsylvania
BS, Applied Mathematics
USAA January 2011 - Present
USAA Wealth Management 2011 - Present
Education
American University
MBA, Finance
Indiana University of Pennsylvania
BS, Applied Mathematics