Vision Financial Group
Description
Address: 1131 Campus Dr, Morganville, NJ 07751 Hours: Closed ⋅ Opens 9AM Saturday9AM–5PMSunday9AM–5PMMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (732) 536-5595Category: : : : : Place name: : Website: : Website: http://www.vfgcpas.com/ Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a questionPopular times Saturdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aNot enough data yet for SundaysHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysHistogram showing popular times on Saturdays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Vision Financial Group CPAs LLP Posting publicly on the Web Write a review Reviews"This company hands down the best in the business." "I give them my highest possible level of recommendation." "Mike and the folks at Vision Financial have done a great job for my business." View all Google reviews
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Vision Financial Group Employees
Employee
Years
Job
Industry
Sara Schleicher Sara Schleicher's Vision Financial Group Experience August 2015 - Present
Job Client Relationship Manager at Vision Financial Group
Industry Financial Services
Experience
Vision Financial Group August 2015 - Present
Jim Saulnier & Associates April 2013 - August 2015
Colorado Department of Revenue July 2012 - April 2013
First National Bank of Omaha 2001 - 2011
Skills
Banking, Microsoft Office, Management, Financial Analysis
Education
Colorado State University
Graphic Design
University of Oregon
Art History, French
Vision Financial Group August 2015 - Present
Jim Saulnier & Associates April 2013 - August 2015
Colorado Department of Revenue July 2012 - April 2013
First National Bank of Omaha 2001 - 2011
Skills
Banking, Microsoft Office, Management, Financial Analysis
Education
Colorado State University
Graphic Design
University of Oregon
Art History, French
Chris Gsell Chris Gsell's Vision Financial Group Experience February 2011 - November 2013
Job Senior Sales Executive at Payroll Network, Inc., 4103656194
Industry Human Resources
Experience
Payroll Network November 2013 - Present
Vision Financial Group February 2011 - November 2013
AstraHR, Inc. March 1999 - January 2011
Skills
Registered Resident..., Non-Resident Life &..., Maryland Healthcare...
Education
University of Maine 1982 — 1986
Bachelor of Arts (BA), Political Science and Government
Hillsborough HS 1978 — 1982
College/University Prep
Hillsborough HS
Payroll Network November 2013 - Present
Vision Financial Group February 2011 - November 2013
AstraHR, Inc. March 1999 - January 2011
Skills
Registered Resident..., Non-Resident Life &..., Maryland Healthcare...
Education
University of Maine 1982 — 1986
Bachelor of Arts (BA), Political Science and Government
Hillsborough HS 1978 — 1982
College/University Prep
Hillsborough HS
Scott Prickett Scott Prickett's Vision Financial Group Experience August 2008 - Present
Job Entrepreneur; AdvoCare Intl. / Fixed Insurance and Annuity Specialist
Industry Health, Wellness and Fitness
Experience
Prickett Enterprises LLC October 2013 - Present
Vision Financial Group August 2008 - Present
AdvoCare Intl. August 2002 - Present
Grand View University January 2010 - Present
Farrell's eXtreme Bodyshaping, Inc. September 2009 - December 2011
Wells Fargo Financial December 2004 - August 2008
Skills
Business Networking, Work Ethic, Integrity, Connecting People, Public Speaking, Passion for Success, Passion to Succeed, Fitness, Time Management, Nutrition, Marketing, Social Networking, Leadership Development, Team Building, Fundraising, Sports Nutrition, Building Relationships, Insurance, Recruiting, Inspiration, Customer Service, Coaching, Online Marketing, Strength Training, Small Business, Community Outreach, Entrepreneurship, Email Marketing, Personal Training, Nonprofits, Facebook, Public Relations, Social Media Marketing, Staff Development, Sales, Event Management, Exercise Physiology, Sports Management, Leadership, Athletics, Event Planning, PowerPoint, Hiring, Team Leadership, Athletic Training, Social Media
Education
Grand View College 1998 — 2003
Business Administration, Business Developement
Grand View College 1998 — 2003
Bachelor's degree, Business Administration and Management, General
Prickett Enterprises LLC October 2013 - Present
Vision Financial Group August 2008 - Present
AdvoCare Intl. August 2002 - Present
Grand View University January 2010 - Present
Farrell's eXtreme Bodyshaping, Inc. September 2009 - December 2011
Wells Fargo Financial December 2004 - August 2008
Skills
Business Networking, Work Ethic, Integrity, Connecting People, Public Speaking, Passion for Success, Passion to Succeed, Fitness, Time Management, Nutrition, Marketing, Social Networking, Leadership Development, Team Building, Fundraising, Sports Nutrition, Building Relationships, Insurance, Recruiting, Inspiration, Customer Service, Coaching, Online Marketing, Strength Training, Small Business, Community Outreach, Entrepreneurship, Email Marketing, Personal Training, Nonprofits, Facebook, Public Relations, Social Media Marketing, Staff Development, Sales, Event Management, Exercise Physiology, Sports Management, Leadership, Athletics, Event Planning, PowerPoint, Hiring, Team Leadership, Athletic Training, Social Media
Education
Grand View College 1998 — 2003
Business Administration, Business Developement
Grand View College 1998 — 2003
Bachelor's degree, Business Administration and Management, General
Katie Huff Katie Huff's Vision Financial Group Experience January 2011 - April 2011
Job Bilingual Settlement Auditor at John Deere Financial
Industry Investment Banking
Experience
John Deere Financial November 2011 - Present
Principal Global Investors May 2011 - November 2011
Central College Office of Admission August 2008 - May 2011
Vision Financial Group January 2011 - April 2011
On the Border Restaurant January 2009 - May 2009
Education
Central College 2007 — 2011
Bachelor of Arts, Business Management, French, and Economics
John Deere Financial November 2011 - Present
Principal Global Investors May 2011 - November 2011
Central College Office of Admission August 2008 - May 2011
Vision Financial Group January 2011 - April 2011
On the Border Restaurant January 2009 - May 2009
Education
Central College 2007 — 2011
Bachelor of Arts, Business Management, French, and Economics
T. Scott Nevitt AAMS®'s Vision Financial Group Experience November 2012 - Present
Job Investment Advisor Representative of Voya Financial Advisors, Inc./Financial Advisor Vision Financial Group
Industry Financial Services
Experience
Vision Financial Group November 2012 - Present
CORE Asset Management/Berthel Fisher Financial Services, Inc February 2008 - November 2012
Peoples Company March 2009 - December 2009
Charles Schwab & Co 2005 - 2007
FBL Financial Group, Inc. 2003 - 2004
DSM Financial 2002 - 2004
ING 1999 - 2002
Education
University of Northern Iowa 1994 — 1999
Bachelor of Arts, Finance
Southeast Polk High School 1990 — 1994
Vision Financial Group November 2012 - Present
CORE Asset Management/Berthel Fisher Financial Services, Inc February 2008 - November 2012
Peoples Company March 2009 - December 2009
Charles Schwab & Co 2005 - 2007
FBL Financial Group, Inc. 2003 - 2004
DSM Financial 2002 - 2004
ING 1999 - 2002
Education
University of Northern Iowa 1994 — 1999
Bachelor of Arts, Finance
Southeast Polk High School 1990 — 1994
Samantha Eline Samantha Eline's Vision Financial Group Experience August 2007 - June 2009
Job Accounting Manager Toshiba Business Solutions
Industry Information Technology and Services
Experience
Toshiba Business Solutions January 2013 - Present
Kremers Urban Pharmaceutical Inc January 2010 - October 2012
Liberty Tax January 2010 - April 2012
Circle K December 2009 - February 2010
Vision Financial Group August 2007 - June 2009
Swanson Automotive March 2003 - July 2007
Chevy Chase Cars November 2000 - March 2003
Education
University of Phoenix 2006 — 2008
Bachelor's Degree, Accounting
Anne Arundel Community College
Associates, General Studies
Toshiba Business Solutions January 2013 - Present
Kremers Urban Pharmaceutical Inc January 2010 - October 2012
Liberty Tax January 2010 - April 2012
Circle K December 2009 - February 2010
Vision Financial Group August 2007 - June 2009
Swanson Automotive March 2003 - July 2007
Chevy Chase Cars November 2000 - March 2003
Education
University of Phoenix 2006 — 2008
Bachelor's Degree, Accounting
Anne Arundel Community College
Associates, General Studies
Markie Waymire Markie Waymire's Vision Financial Group Experience May 2008 - August 2008
Job Management Consultant, Deloitte
Industry Management Consulting
Experience
Deloitte July 2014 - Present
PotomacWave October 2012 - July 2014
SRA International February 2011 - October 2012
Waterstone HR March 2009 - February 2011
Marquette University September 2007 - March 2009
Vision Financial Group May 2008 - August 2008
Skills
Management Consulting, Strategic Communications, Performance Management, Change Management, Human Resources, Social Media, Leadership, Recruiting, Management, Project Management, Marketing, CRM, Strategy, Training, Program Management
Education
Human Capital Institute 2014 — 2014
Certificate, Strategic Workforce Planning
Georgetown University 2012 — 2012
Certificate, Strategy and Performance Management
Marquette University 2006 — 2010
Bachelor of Science Degree, Business Administration; Marketing and Human Resources
Dowling Catholic High School 2002 — 2006
Deloitte July 2014 - Present
PotomacWave October 2012 - July 2014
SRA International February 2011 - October 2012
Waterstone HR March 2009 - February 2011
Marquette University September 2007 - March 2009
Vision Financial Group May 2008 - August 2008
Skills
Management Consulting, Strategic Communications, Performance Management, Change Management, Human Resources, Social Media, Leadership, Recruiting, Management, Project Management, Marketing, CRM, Strategy, Training, Program Management
Education
Human Capital Institute 2014 — 2014
Certificate, Strategic Workforce Planning
Georgetown University 2012 — 2012
Certificate, Strategy and Performance Management
Marquette University 2006 — 2010
Bachelor of Science Degree, Business Administration; Marketing and Human Resources
Dowling Catholic High School 2002 — 2006
Paul Soener Paul Soener's Vision Financial Group Experience May 2009 - March 2010
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2012 - June 2014
MetLife Investors March 2010 - June 2012
Vision Financial Group May 2009 - March 2010
Skills
Strategic Financial..., Risk Management, Retirement Planning, Wealth Management, Estate Planning, Investments, Insurance
Education
Luther College 2005 — 2009
Bachelor of Arts, Accounting
Roosevelt High School 2001 — 2005
High School Diploma
Northwestern Mutual July 2012 - June 2014
MetLife Investors March 2010 - June 2012
Vision Financial Group May 2009 - March 2010
Skills
Strategic Financial..., Risk Management, Retirement Planning, Wealth Management, Estate Planning, Investments, Insurance
Education
Luther College 2005 — 2009
Bachelor of Arts, Accounting
Roosevelt High School 2001 — 2005
High School Diploma
Emily Tonarelli Emily Tonarelli's Vision Financial Group Experience August 2011 - November 2011
Job Informatics Analyst at UnityPoint Health
Industry Information Services
Experience
UnityPoint Health June 2012 - Present
Central College January 2012 - May 2012
Vision Financial Group August 2011 - November 2011
Guardian Industries May 2011 - August 2011
HSBC January 2011 - May 2011
Central College August 2010 - December 2010
DM Services August 2007 - August 2010
Central College August 2009 - May 2010
Skills
Healthcare, Data Mining, Healthcare Information..., Microsoft SQL Server, Microsoft Excel, Microsoft Access, Tableau, Excel, Microsoft Office, Mathematics, Mathematica, Mathematical Modeling, EHR, Analytics, Allscripts, GPMS, Monarch Pro, Lotus Notes, Outlook, Python, Physics, Minitab, PowerPoint, Data Analysis, EMR, Informatics
Education
Central College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics, 3.9/4.0
UnityPoint Health June 2012 - Present
Central College January 2012 - May 2012
Vision Financial Group August 2011 - November 2011
Guardian Industries May 2011 - August 2011
HSBC January 2011 - May 2011
Central College August 2010 - December 2010
DM Services August 2007 - August 2010
Central College August 2009 - May 2010
Skills
Healthcare, Data Mining, Healthcare Information..., Microsoft SQL Server, Microsoft Excel, Microsoft Access, Tableau, Excel, Microsoft Office, Mathematics, Mathematica, Mathematical Modeling, EHR, Analytics, Allscripts, GPMS, Monarch Pro, Lotus Notes, Outlook, Python, Physics, Minitab, PowerPoint, Data Analysis, EMR, Informatics
Education
Central College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics, 3.9/4.0
Carlo Gilotte Carlo Gilotte's Vision Financial Group Experience July 2011 - December 2012
Job Fixed Operations Manager at Veolia Transportation
Industry Professional Training & Coaching
Experience
Veolia Transportation December 2012 - Present
Vision Financial Group July 2011 - December 2012
Enterprise Holdings, Inc. January 2001 - July 2011
Enterprise Holdings, Inc. May 1997 - January 2001
Skills
Sales Management, Account Management, Fleet Management, Cold Calling, Profit, Sales, New Business Development, Customer Service, Team Building, Sales Process, Operations Management, Outside Sales, Customer Satisfaction, Customer Retention, Negotiation, Training, Employee Relations, Income Statement, P&L, Human Resources, Leadership
Education
Towson University 1989 — 1994
BS, Management
McDonogh School
Veolia Transportation December 2012 - Present
Vision Financial Group July 2011 - December 2012
Enterprise Holdings, Inc. January 2001 - July 2011
Enterprise Holdings, Inc. May 1997 - January 2001
Skills
Sales Management, Account Management, Fleet Management, Cold Calling, Profit, Sales, New Business Development, Customer Service, Team Building, Sales Process, Operations Management, Outside Sales, Customer Satisfaction, Customer Retention, Negotiation, Training, Employee Relations, Income Statement, P&L, Human Resources, Leadership
Education
Towson University 1989 — 1994
BS, Management
McDonogh School
Kendra Kenders's Vision Financial Group Experience June 2006 - September 2008
Job Office Manager at Wealth Strategies, LLC
Industry Financial Services
Experience
Wealth Strategies, LLC October 2008 - Present
Vision Financial Group June 2006 - September 2008
Maricopa County October 1992 - November 1994
Skills
Accounting, Customer Service, Microsoft Office, Small Business, Management, Project Management, Payroll, Public Speaking, Process Improvement, Marketing, Project Planning, Business Analysis
Education
University of Montevallo 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Shelby Academy 1983 — 1988
Wealth Strategies, LLC October 2008 - Present
Vision Financial Group June 2006 - September 2008
Maricopa County October 1992 - November 1994
Skills
Accounting, Customer Service, Microsoft Office, Small Business, Management, Project Management, Payroll, Public Speaking, Process Improvement, Marketing, Project Planning, Business Analysis
Education
University of Montevallo 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Shelby Academy 1983 — 1988
Miriam Schoenig's Vision Financial Group Experience October 2013 - Present
Job Client Service Associate at Vision Financial Group
Industry Legal Services
Experience
Vision Financial Group October 2013 - Present
The Nugent Law Firm, P.C. October 2005 - September 2013
Midwest Conference Women Ministries April 2007 - September 2010
Wingshadow High School 2004 - 2005
Ultimate Support Systems 1984 - 2004
Skills
Legal Research, Administrative Support, Office Administration, Administrative..., Office Management, Non-profits, Microsoft Excel, Budgets, Nonprofits, Customer Service, Microsoft Office, Outlook, Employment Law, Event Planning, Public Speaking, Leadership, Negotiation
Education
Iver C Ranum High School 1969 — 1972
High school diploma
Colorado State University
Home Economics Education& Mathematics
Vision Financial Group October 2013 - Present
The Nugent Law Firm, P.C. October 2005 - September 2013
Midwest Conference Women Ministries April 2007 - September 2010
Wingshadow High School 2004 - 2005
Ultimate Support Systems 1984 - 2004
Skills
Legal Research, Administrative Support, Office Administration, Administrative..., Office Management, Non-profits, Microsoft Excel, Budgets, Nonprofits, Customer Service, Microsoft Office, Outlook, Employment Law, Event Planning, Public Speaking, Leadership, Negotiation
Education
Iver C Ranum High School 1969 — 1972
High school diploma
Colorado State University
Home Economics Education& Mathematics
Chris Gsell's Vision Financial Group Experience February 2011 - Present
Job Benefits Consultant at Vision Financial Group
Industry Financial Services
Experience
Vision Financial Group February 2011 - Present
Education
University of Maine 1982 — 1986
B.A., Political Science
Vision Financial Group February 2011 - Present
Education
University of Maine 1982 — 1986
B.A., Political Science
Chris Fenster's Vision Financial Group Experience August 2011 - Present
Job Consultant at Iowa Department of Education
Industry Education Management
Experience
Vision Financial Group August 2011 - Present
Education
Drake University 2003 — 2005
Master's, Leadership
Vision Financial Group August 2011 - Present
Education
Drake University 2003 — 2005
Master's, Leadership
Denise Chinn's Vision Financial Group Experience 2001 - Present
Job Mortgage Broker at Vision Financial Group
Industry Real Estate
Experience
Vision Financial Group 2001 - Present
The Delaney Group 1999 - 2001
Nike 1997 - 1998
Gap Inc. 1994 - 1996
Skills
Refinance, Mortgage Lending, Residential Mortgages, FHA, Mortgage Banking, Loans, Loan Origination, Certified Mortgage..., FHA financing, Real Estate Financing, Mortgage Underwriting, Debt Consolidation
Education
UC Berkeley
Bachelor of Science (BS), Business Administration and Management, General
Vision Financial Group 2001 - Present
The Delaney Group 1999 - 2001
Nike 1997 - 1998
Gap Inc. 1994 - 1996
Skills
Refinance, Mortgage Lending, Residential Mortgages, FHA, Mortgage Banking, Loans, Loan Origination, Certified Mortgage..., FHA financing, Real Estate Financing, Mortgage Underwriting, Debt Consolidation
Education
UC Berkeley
Bachelor of Science (BS), Business Administration and Management, General
Qiyu Chen's Vision Financial Group Experience June 2010 - August 2010
Job Rutgers, The State University of New JerseyRutgers Business School
Industry Financial Services
Experience
Vision Financial Group June 2010 - August 2010
Bank of Jiujiang June 2009 - December 2009
Skills
Analytical Skills, Cross-cultural..., Financial Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Microsoft Office, Accounting, Corporate Finance
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2015
Master of Quantitative Finance
Madonna University 2012 — 2014
International Business/Trade/Commerce, Master of Business Administration (M.B.A.)(3.7)
Beijing Technology and Business University 2007 — 2011
Accounting, Bachelor's degree
Vision Financial Group June 2010 - August 2010
Bank of Jiujiang June 2009 - December 2009
Skills
Analytical Skills, Cross-cultural..., Financial Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Microsoft Office, Accounting, Corporate Finance
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2015
Master of Quantitative Finance
Madonna University 2012 — 2014
International Business/Trade/Commerce, Master of Business Administration (M.B.A.)(3.7)
Beijing Technology and Business University 2007 — 2011
Accounting, Bachelor's degree
Lance Wiley's Vision Financial Group Experience December 1994 - July 2005
Job District Sales Manager at Farm Bureau
Industry Financial Services
Experience
Farm Bureau July 2005 - Present
Vision Financial Group December 1994 - July 2005
Skills
Sales, Management, Strategic Planning, Leadership, Business Development, Team Building, Sales Management, Strategy, Marketing, Negotiation
Education
Missouri State University
Bachelor's Degree, Finance
Farm Bureau July 2005 - Present
Vision Financial Group December 1994 - July 2005
Skills
Sales, Management, Strategic Planning, Leadership, Business Development, Team Building, Sales Management, Strategy, Marketing, Negotiation
Education
Missouri State University
Bachelor's Degree, Finance