White Horse Advisors, LLC
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White Horse Advisors, LLC Employees
Employee
Years
Job
Industry
Brad Larsen, AIF, PRP Brad Larsen, AIF, PRP's White Horse Advisors, LLC Experience February 2007 - May 2008
Job Independent Investment Fiduciary at ERISA Fiduciary Advisors, Inc.
Industry Investment Management
Experience
ERISA Fiduciary Advisors, Inc. May 2009 - Present
House of Hope June 2009 - August 2011
White Horse Advisors, LLC February 2007 - May 2008
RSM McGladrey July 2004 - November 2006
Nationwide Financial 2002 - 2004
Pan-American Life Insurance Company 2001 - 2003
401k Exchange 2000 - 2001
Principal Financial Group 1989 - 1999
Skills
Investment Advisory, Fiduciary Liability, Retirement Solutions, Retirement Plans, 401k, Deferred Compensation, 403b, 457 Plans, Profit Sharing, Defined Benefit, Investments, Retirement, ERISA, Retirement Planning, Financial Advisory, Financial Services, Investment Management, Retirement Plan..., Qualified Retirement..., Insurance, Employee Benefits, Management, Training, Mergers & Acquisitions, Mutual Funds, Strategic Financial..., Pensions, Asset Allocation, Financial Planning, Series 63, Series 7
Education
University of Florida - Warrington College of Business Administration 1981 — 1985
BSBA, Marketing & Risk Management
Martin County High School 1978 — 1981
1981
ERISA Fiduciary Advisors, Inc. May 2009 - Present
House of Hope June 2009 - August 2011
White Horse Advisors, LLC February 2007 - May 2008
RSM McGladrey July 2004 - November 2006
Nationwide Financial 2002 - 2004
Pan-American Life Insurance Company 2001 - 2003
401k Exchange 2000 - 2001
Principal Financial Group 1989 - 1999
Skills
Investment Advisory, Fiduciary Liability, Retirement Solutions, Retirement Plans, 401k, Deferred Compensation, 403b, 457 Plans, Profit Sharing, Defined Benefit, Investments, Retirement, ERISA, Retirement Planning, Financial Advisory, Financial Services, Investment Management, Retirement Plan..., Qualified Retirement..., Insurance, Employee Benefits, Management, Training, Mergers & Acquisitions, Mutual Funds, Strategic Financial..., Pensions, Asset Allocation, Financial Planning, Series 63, Series 7
Education
University of Florida - Warrington College of Business Administration 1981 — 1985
BSBA, Marketing & Risk Management
Martin County High School 1978 — 1981
1981
William Bowen William Bowen's White Horse Advisors, LLC Experience July 2013 - Present
Job Analyst at White Horse Advisors, LLC
Industry Financial Services
Experience
White Horse Advisors, LLC July 2013 - Present
Henssler Financial August 2010 - June 2013
SunTrust Bank March 2008 - August 2009
Guaranty Bank FSB June 2004 - March 2008
Education
Georgia State University 2008 — 2010
MBA, Financial Planning and Services
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Science (BS), Finance, General
White Horse Advisors, LLC July 2013 - Present
Henssler Financial August 2010 - June 2013
SunTrust Bank March 2008 - August 2009
Guaranty Bank FSB June 2004 - March 2008
Education
Georgia State University 2008 — 2010
MBA, Financial Planning and Services
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Science (BS), Finance, General
Stephanie (Jones) Ungashick Stephanie (Jones) Ungashick's White Horse Advisors, LLC Experience 2008 - 2009
Job Senior Director of Marketing and Communications at Catholic Charities Atlanta
Industry Nonprofit Organization Management
Experience
Catholic Charities Atlanta April 2011 - Present
Camarillo Press January 2009 - April 2011
White Horse Advisors, LLC 2008 - 2009
The Donnellan School 1997 - 2000
Georgia Manufactured Housing Association 1996 - 1997
American Pet Products Association 1995 - 1996
College and University Personnel Association 1990 - 1995
Education
The University of Georgia 1984 — 1988
Bachelor's of Journalism, Advertising
Catholic Charities Atlanta April 2011 - Present
Camarillo Press January 2009 - April 2011
White Horse Advisors, LLC 2008 - 2009
The Donnellan School 1997 - 2000
Georgia Manufactured Housing Association 1996 - 1997
American Pet Products Association 1995 - 1996
College and University Personnel Association 1990 - 1995
Education
The University of Georgia 1984 — 1988
Bachelor's of Journalism, Advertising
Betsy Custer, AIF ® Betsy Custer, AIF ®'s White Horse Advisors, LLC Experience September 2012 - Present
Job Retirement Plan Advisor at White Horse Advisors, LLC
Industry Financial Services
Experience
White Horse Advisors, LLC September 2012 - Present
SunTrust Bank 1995 - 2012
NationsBank (Bank of America) 1994 - 1995
Bankers Trust (Deutsche Bank) 1983 - 1994
Skills
Investments, Retirement Planning, Leadership, Employee Benefits, Finance, ERISA, Financial Services, Vendor Management, Mutual Funds, Retirement, Management, Business Planning
Education
Denison University 1976 — 1980
BA, History
White Horse Advisors, LLC September 2012 - Present
SunTrust Bank 1995 - 2012
NationsBank (Bank of America) 1994 - 1995
Bankers Trust (Deutsche Bank) 1983 - 1994
Skills
Investments, Retirement Planning, Leadership, Employee Benefits, Finance, ERISA, Financial Services, Vendor Management, Mutual Funds, Retirement, Management, Business Planning
Education
Denison University 1976 — 1980
BA, History
Kyle Green's White Horse Advisors, LLC Experience May 2006 - May 2009
Job Founder and CEO at Young Hearted Socks
Industry Consumer Services
Experience
Young Hearted Socks April 2013 - Present
The Gibson Firm LLC, Healthcare Law July 2012 - June 2013
Fruit Flowers May 2009 - January 2012
White Horse Advisors, LLC May 2006 - May 2009
Simplicity Mortgage June 2005 - August 2005
Skills
PowerPoint, Microsoft Excel, Customer Service, Outlook, Microsoft Word, Social Media Marketing, Microsoft Office, SPSS, Adobe Acrobat, Access, Illustrator, Westlaw, Final Cut Pro, Photoshop, Public Relations, Brand Development, Brand Management, Graphic Design, Vendor Management, Sourcing, Supplier Sourcing
Education
The University of Georgia
Bachelor of Science (B.S.), Psychology/Political Science
Kennesaw State University
Kennesaw State University
Young Hearted Socks April 2013 - Present
The Gibson Firm LLC, Healthcare Law July 2012 - June 2013
Fruit Flowers May 2009 - January 2012
White Horse Advisors, LLC May 2006 - May 2009
Simplicity Mortgage June 2005 - August 2005
Skills
PowerPoint, Microsoft Excel, Customer Service, Outlook, Microsoft Word, Social Media Marketing, Microsoft Office, SPSS, Adobe Acrobat, Access, Illustrator, Westlaw, Final Cut Pro, Photoshop, Public Relations, Brand Development, Brand Management, Graphic Design, Vendor Management, Sourcing, Supplier Sourcing
Education
The University of Georgia
Bachelor of Science (B.S.), Psychology/Political Science
Kennesaw State University
Kennesaw State University
Brantley Madebach, ChFC Brantley Madebach, ChFC's White Horse Advisors, LLC Experience 2003 - 2009
Job Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2014 - Present
Ameriprise Financial Services, Inc., Bryant Carroll & Associates June 2012 - September 2014
Georgia Tech Athletic Association 2010 - 2012
SunTrust Investment Services, Inc. 2009 - 2010
White Horse Advisors, LLC 2003 - 2009
Education
The University of Georgia 1998 — 2003
Bachelor of Business Administration (BBA), Marketing
The American College
ChFC® (Chartered Financial Consultant®), Financial Planning
Wells Fargo Advisors, LLC November 2014 - Present
Ameriprise Financial Services, Inc., Bryant Carroll & Associates June 2012 - September 2014
Georgia Tech Athletic Association 2010 - 2012
SunTrust Investment Services, Inc. 2009 - 2010
White Horse Advisors, LLC 2003 - 2009
Education
The University of Georgia 1998 — 2003
Bachelor of Business Administration (BBA), Marketing
The American College
ChFC® (Chartered Financial Consultant®), Financial Planning
Ed Fortier, CFP® Ed Fortier, CFP®'s White Horse Advisors, LLC Experience July 2005 - March 2011
Job Family and Business Wealth Counselor
Industry Financial Services
Experience
Strategic Stewardship September 2014 - Present
The Piedmont Group of Atlanta, LLC March 2011 - August 2014
Card, Fortier & Murray, LLC January 2001 - January 2012
White Horse Advisors, LLC July 2005 - March 2011
Principal Financial Group November 1998 - January 2001
Skills
Strategic Financial..., Start-ups, Estate Planning, Management, Small Business, Finance, Strategic Planning, Investment Advisory, Financial Advisory, Investments, Retirement Planning, Wealth, Wealth Management, Business Development, Financial Planners, 401k, Portfolio Management, Retirement, Process Improvement, Stewardship, Financial Planning
Education
Georgia Institute of Technology 1979 — 1983
BSIM, Management
The Marist School 1974 — 1979
Strategic Stewardship September 2014 - Present
The Piedmont Group of Atlanta, LLC March 2011 - August 2014
Card, Fortier & Murray, LLC January 2001 - January 2012
White Horse Advisors, LLC July 2005 - March 2011
Principal Financial Group November 1998 - January 2001
Skills
Strategic Financial..., Start-ups, Estate Planning, Management, Small Business, Finance, Strategic Planning, Investment Advisory, Financial Advisory, Investments, Retirement Planning, Wealth, Wealth Management, Business Development, Financial Planners, 401k, Portfolio Management, Retirement, Process Improvement, Stewardship, Financial Planning
Education
Georgia Institute of Technology 1979 — 1983
BSIM, Management
The Marist School 1974 — 1979
Shawn Holland's White Horse Advisors, LLC Experience 2003 - 2006
Job Principal at CIC Services, LLC
Industry Insurance
Experience
CIC Services, LLC April 2012 - Present
Arete Advisors, LLC 2006 - December 2014
White Horse Advisors, LLC 2003 - 2006
Madison Financial Group 2002 - 2003
Porraro and Associates 1998 - 2002
Pfizer 1993 - 1998
Skills
Planning, Management, Investments, Finance, Strategic Planning, Small Business, Analysis, Financial Advisory, Hedge Funds, Nonprofits, Consulting, Captives, Wealth, Sales Management, Retirement Planning, Insurance, Project Planning, Account Management, Strategic Financial..., Life Insurance, Financial Analysis, Mergers & Acquisitions, Start-ups, Negotiation, Leadership, Business Strategy, Sales, Business Development, Marketing
Education
Presbyterian College 1985 — 1989
BS, Economics
CIC Services, LLC April 2012 - Present
Arete Advisors, LLC 2006 - December 2014
White Horse Advisors, LLC 2003 - 2006
Madison Financial Group 2002 - 2003
Porraro and Associates 1998 - 2002
Pfizer 1993 - 1998
Skills
Planning, Management, Investments, Finance, Strategic Planning, Small Business, Analysis, Financial Advisory, Hedge Funds, Nonprofits, Consulting, Captives, Wealth, Sales Management, Retirement Planning, Insurance, Project Planning, Account Management, Strategic Financial..., Life Insurance, Financial Analysis, Mergers & Acquisitions, Start-ups, Negotiation, Leadership, Business Strategy, Sales, Business Development, Marketing
Education
Presbyterian College 1985 — 1989
BS, Economics
Adam Buxbaum Adam Buxbaum's White Horse Advisors, LLC Experience October 2006 - October 2007
Job Technical Account Manager at mLevel The AwardWinning Leader in GameBased Learning for the Enterprise
Industry Internet
Experience
mLevel August 2015 - Present
Zuora February 2014 - August 2015
Independent Contractor March 2012 - April 2015
Satmetrix Systems May 2012 - January 2014
Astadia October 2011 - March 2012
DreamFactory Software May 2011 - October 2011
DreamFactory Software December 2008 - May 2011
DreamFactory Software December 2007 - December 2008
White Horse Advisors, LLC October 2006 - October 2007
AB Consulting August 2005 - October 2006
Skills
SaaS, CRM, Salesforce.com, Cloud Computing, Enterprise Software, Professional Services, Account Management, Product Management, Project Management, Management, Program Management, Integration, Cross-functional Team..., Sales, Problem Solving, Training, Pre-sales, Customer Retention, Customer Experience, Business Intelligence, Analytics, Net Promoter Score, Customer Service, Team Leadership, Requirements Analysis, Sales Process, Software Implementation, Social Media, Software Project..., Salesforce.com..., Voice of the Customer, Customer Satisfaction, Force.com, Requirements Gathering, Relationship Management, E-commerce, Sales Engineering, Customer Engagement, Software Installation, Customer Experience..., Customer Advocacy, Product Life Cycle, Zuora, Customer Success, E-Learning, Agile Methodologies
Education
Jacobson Leadership institute 2014 — 2014
Leadership Certificate
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1997
Bachelor of Science (B.S.)
mLevel August 2015 - Present
Zuora February 2014 - August 2015
Independent Contractor March 2012 - April 2015
Satmetrix Systems May 2012 - January 2014
Astadia October 2011 - March 2012
DreamFactory Software May 2011 - October 2011
DreamFactory Software December 2008 - May 2011
DreamFactory Software December 2007 - December 2008
White Horse Advisors, LLC October 2006 - October 2007
AB Consulting August 2005 - October 2006
Skills
SaaS, CRM, Salesforce.com, Cloud Computing, Enterprise Software, Professional Services, Account Management, Product Management, Project Management, Management, Program Management, Integration, Cross-functional Team..., Sales, Problem Solving, Training, Pre-sales, Customer Retention, Customer Experience, Business Intelligence, Analytics, Net Promoter Score, Customer Service, Team Leadership, Requirements Analysis, Sales Process, Software Implementation, Social Media, Software Project..., Salesforce.com..., Voice of the Customer, Customer Satisfaction, Force.com, Requirements Gathering, Relationship Management, E-commerce, Sales Engineering, Customer Engagement, Software Installation, Customer Experience..., Customer Advocacy, Product Life Cycle, Zuora, Customer Success, E-Learning, Agile Methodologies
Education
Jacobson Leadership institute 2014 — 2014
Leadership Certificate
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1997
Bachelor of Science (B.S.)
Elizabeth Coffee Elizabeth Coffee's White Horse Advisors, LLC Experience 2005 - 2006
Job SE Sales Representative at Discovery Health Record Solutions
Industry Medical Practice
Experience
Discovery Health Record Solutions January 2007 - Present
White Horse Advisors, LLC 2005 - 2006
The Hobbs Group, PA 2002 - 2004
Great-West Life and Annuity Insurance Company 1993 - 1997
Skills
Account Management, Employee Benefits
Education
Jacksonville State University 1985 — 1989
BA, Communications
Discovery Health Record Solutions January 2007 - Present
White Horse Advisors, LLC 2005 - 2006
The Hobbs Group, PA 2002 - 2004
Great-West Life and Annuity Insurance Company 1993 - 1997
Skills
Account Management, Employee Benefits
Education
Jacksonville State University 1985 — 1989
BA, Communications
Mollie Evans's White Horse Advisors, LLC Experience June 2009 - July 2009
Job Office of the CEO at HewlettPackard
Industry Internet
Experience
Hewlett-Packard September 2015 - Present
Tuck School of Business at Dartmouth College August 2013 - August 2015
Bank of America Merrill Lynch July 2014 - August 2014
Booz Allen Hamilton June 2010 - July 2013
White Horse Advisors, LLC June 2009 - July 2009
Skills
Management Consulting, Organizational Design, Six Sigma, Business Process..., Strategy, Training, Business Analysis, Change Management, Management, Financial Modeling, Data Analysis, Financial Analysis, Business Strategy, Analysis, Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.), General Management
University of Virginia 2006 — 2010
B.S., Commerce - Finance, Marketing
Syracuse University - Madrid, Spain 2009 — 2009
International Business, Spanish
The Westminster Schools 1992 — 2006
College Preparatory
Hewlett-Packard September 2015 - Present
Tuck School of Business at Dartmouth College August 2013 - August 2015
Bank of America Merrill Lynch July 2014 - August 2014
Booz Allen Hamilton June 2010 - July 2013
White Horse Advisors, LLC June 2009 - July 2009
Skills
Management Consulting, Organizational Design, Six Sigma, Business Process..., Strategy, Training, Business Analysis, Change Management, Management, Financial Modeling, Data Analysis, Financial Analysis, Business Strategy, Analysis, Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.), General Management
University of Virginia 2006 — 2010
B.S., Commerce - Finance, Marketing
Syracuse University - Madrid, Spain 2009 — 2009
International Business, Spanish
The Westminster Schools 1992 — 2006
College Preparatory
Thomas Ungashick's White Horse Advisors, LLC Experience June 2006 - Present
Job Chairman at White Horse Advisors, LLC
Industry Financial Services
Experience
White Horse Advisors, LLC June 2006 - Present
Securian Financial Services February 2004 - July 2010
Connecticut Mutual Life September 1988 - December 1990
Education
John Carroll University 1960 — 1964
BSBA, Management
White Horse Advisors, LLC June 2006 - Present
Securian Financial Services February 2004 - July 2010
Connecticut Mutual Life September 1988 - December 1990
Education
John Carroll University 1960 — 1964
BSBA, Management
Charles Nix, CFA's White Horse Advisors, LLC Experience July 2008 - April 2012
Job Business Analyst at Invesco
Industry Financial Services
Experience
Invesco April 2013 - Present
The Home Depot April 2012 - March 2013
White Horse Advisors, LLC July 2008 - April 2012
White Horse Advisors, LLC June 2007 - August 2007
Skills
Financial Analysis, Investments, Strategic Financial..., Series 7, Financial Modeling, Valuation, Microsoft Excel, Retirement Planning, Portfolio Management, PowerPoint, Asset Allocation, Wealth Management, Equities
Education
Emory University - Goizueta Business School 2014 — 2017
Master of Business Administration (MBA), Finance
Mercer University 2005 — 2008
Bachelors Business Administration, Finance
Holy Innocents' Episcopal School 2000 — 2004
High School
Invesco April 2013 - Present
The Home Depot April 2012 - March 2013
White Horse Advisors, LLC July 2008 - April 2012
White Horse Advisors, LLC June 2007 - August 2007
Skills
Financial Analysis, Investments, Strategic Financial..., Series 7, Financial Modeling, Valuation, Microsoft Excel, Retirement Planning, Portfolio Management, PowerPoint, Asset Allocation, Wealth Management, Equities
Education
Emory University - Goizueta Business School 2014 — 2017
Master of Business Administration (MBA), Finance
Mercer University 2005 — 2008
Bachelors Business Administration, Finance
Holy Innocents' Episcopal School 2000 — 2004
High School
Alison Gould's White Horse Advisors, LLC Experience June 2013 - Present
Job Client Services Specialist at White Horse Advisors, LLC
Industry Financial Services
Experience
White Horse Advisors, LLC June 2013 - Present
RAINN June 2011 - August 2011
Thermopro Inc May 2010 - August 2010
Skills
MS Word, Excel, Powerpoint, Crisis Intervention, Writing, Stage Management, Academic Research, Online Research, Wikis, Processing, Attention To Detail, Data Entry, Research, PowerPoint, Microsoft Excel, Editing, Microsoft Office, Tutoring, Public Speaking, Nonprofits, Social Media, Volunteer Management
Education
Smith College 2008 — 2012
Bachelor of Arts, Study of Women and Gender
Danish Institute for Study Abroad 2010 — 2010
European Culture and History
Alpharetta High School 2004 — 2008
99
White Horse Advisors, LLC June 2013 - Present
RAINN June 2011 - August 2011
Thermopro Inc May 2010 - August 2010
Skills
MS Word, Excel, Powerpoint, Crisis Intervention, Writing, Stage Management, Academic Research, Online Research, Wikis, Processing, Attention To Detail, Data Entry, Research, PowerPoint, Microsoft Excel, Editing, Microsoft Office, Tutoring, Public Speaking, Nonprofits, Social Media, Volunteer Management
Education
Smith College 2008 — 2012
Bachelor of Arts, Study of Women and Gender
Danish Institute for Study Abroad 2010 — 2010
European Culture and History
Alpharetta High School 2004 — 2008
99
Tom Ungashick's White Horse Advisors, LLC Experience January 2007 - Present
Job Chairman at White Horse Advisors, LLC
Industry Financial Services
Experience
White Horse Advisors, LLC January 2007 - Present
Education
John Carroll University 1960 — 1964
Bachelor of Science (BS), Business Administration and Management, General
White Horse Advisors, LLC January 2007 - Present
Education
John Carroll University 1960 — 1964
Bachelor of Science (BS), Business Administration and Management, General