Experience

Everence Financial

• United States
• Financial Services
• 200 - 300 Employee

• Certified Financial Planner(tm)

  • Jan 2009 - Present

  Woodland Park, CO Work as Lead Advisor with individuals and institutions finding solutions to insurance, investment, financial planning and estate planning matters.



Financial Partners, LLC

• President and Owner

  • Jan 2001 - Jan 2009

  As a Certified Financial Planner™, I lead a team of two associates that help people solve their financial problems. Solutions can include managing investments and providing life, long-term care and health insurance.



Newton Community & Healthcare Foundation

• Executive Director

  • Jan 2006 - Jan 2008

  In this part-time role, my focus was on providing leadership to a growing community foundation by leveraging my technical, relational and business building skills through proactive connections with the greater Newton, KS, community. Duties included reorganizing the foundation for the next phase of growth and re-establishing and improving donor relations following a period of inconsistent professional leadership. Grew assets $1 million.



Mennonite Mutual Aid

• Financial Services
• 1 - 100 Employee

• Regional Vice President

  • Jan 2000 - Jan 2001

  Managed existing and developed new relationships with sales associates in Kansas, Nebraska and Oklahoma through recruiting, training, & mentoring. Worked collaboratively with agency owners to grow sales and expand staff.



The Mennonite Foundation, Inc

• Western Regional Manager

  • Jan 1997 - Jan 2000

  Consulted with donors and charities on charitable estate and gift planning. Developed and enhanced relationships with charities and donors West of the Mississippi River. Increased gifts from $3.5 million to $6.5 million annually.



Central National Bank

• United States
• Banking
• 100 - 200 Employee

• President & CEO

  • Jan 1993 - Jan 1997

  Led a team of 45 people in 3 locations to re-engineer operations, lending and marketing in Newton, Hesston and Halstead, Kansas. Researched and successfully opened a 4 th full service branch bank in Wichita, Kansas.



Hesston State Bank

• Assistant Vice President

  • Jan 1990 - Jan 1993

  Analyzed and approved applications for farm, agribusiness, home, personal and commercial loans. Developed and implemented new affinity programs and established new public relations initiatives.



Farm Credit Services

• Banking
• 1 - 100 Employee

• Loan Officer

  • Jan 1986 - Jan 1990

  Analyzed and approved applications for farm and agribusiness loans. Appraised real estate. Worked out alternatives for non-performing loans.