Our Team

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Art Director

JOSIE LANE

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Head of Sales

MARTIN REED

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Product Manager

CARLA JONES

My work experience had been in agricultural commodity sales, broker account management, international contracts and business development for 13 years. As a former commodity trader, I had traveled extensively in different parts of Asia and North America. Being a former commodities supply trader for 13 years, I had learned good analytical skills to help my current clients and had discovered some of the best opportunities and education through associations and connections with int’l. commodity wholesalers, importers and suppliers. I had experience and training in proposal development and international contracts brokering, purchasing and distribution. I am also able to operate in a multi-cultural environment in a variety of different settings especially in the areas of customer service or contracts administration.

 

I am the face of my agency and my main role is building relationships with companies, businesses and owners, and connecting with their employees. I show business owners how I can help them find solutions to their business concerns ranging from tax savings strategies, expense reduction, key employee retention, employee benefits and business owner legacy program. I would write simple business proposals and give them an outline as to what I see as their problem areas and how we could address them. My goal is to become part of their team, building strategies and solving problems.

 

Change is the one great constant in life. That’s why it’s so important to regularly review your objectives, your plan, or your financial strategy-at least once a year. Did your business, your job and income change? Do you have a new hobby that’s changing your view of retirement? Did you get married or have a baby? Did you win the lottery? Did you just sell or buy a business? Pick a day -each year to trigger a call to our office to set up an appointment.

 

By having your own financial strategy, we will have a plan that puts your dollars to work more efficiently. By carefully orchestrating your investments, savings, retirement and insurance programs, we will make sure everything works in harmony.

 

By partnering with me and my agency, we will help eliminate costly redundancies and make the most of your available capital. We have a proven driven process and experts across multiple lines that will help you get to where you want to go in the future from where you are today to achieve financial security

 

Education

  • Bachelor of Business in Healthcare Management/Administration (currently pursuing my MBA)Western Governors University -WGU Nevada

  • University of Santo Tomas

  • Bachelor of Arts in Mass Communications

  • Externships: J. Walter Thompson Advertising Agency and Saatchi and Saachi Advertising Agency.

  • Sydney Institute of Technology. Sydney, Australia

  • Certificate in Warehousing, Purchasing, and Distribution

 

Certifications:

  • Healthcare Delivery Systems, Regulation and Compliance

  • Life Underwriters Association

  • Life Underwriters Technical Course.

  • Exploring Personal Markets

  • Meeting Client’s Needs

  • Business Continuity

  • Fundamentals of Financial Service

  • Principles of Management

  • Organizational Behavior

  • Certificate in NMLS Pre-license Education – Mortgage Originator License/Finance

 

Licenses:

  • Series 6 and 63 Variable Contracts & Investment License

  • Life and Health Insurance License/Certified ACA Health Exchange Agent-Individual and Small Business-SHOP

  • LUTCF Fellow

 

Awards:

  • International Quality Award – LIMRA INTERNATIONAL 2001

  • While employed by Colonial Group of Australia 1999-2003

  • Top Unit Sales Manager

  • The Commissioner Cup

  • The Presidents Men

  • The President’s Choice

  • Century Achievers Club

  • Premier Producers Circle

 

Awards from 2007-present

  • Top 5 Territory Manager Northern California 2015-2016.

  • Chubb/Combined Insurance Group

  • Life Advocacy Award 2013- Principal Financial Group

  • Legion 2009 Team Challenge- Western Southern Financial Group

  • President’s Trophy/Ring Earner-Western Southern Financial Group- 2009

  • Millionaire Club -Woodmen of the World- 2008

  • Quality of Life Award- American General Life and Accident-2007

 

Affiliations

  • Healthcare Information & Management Systems Society (HIMSS)- Affiliate Member

  • The Porsche Club of America- Sierra Nevada Region – Member

  • BMW Club of North America- Golden Gate Chapter

  • River City Beemers – Northern California’s largest and most active BMW motorcycle club. – Affiliate Member

  • Datsun 240Z Club- Affiliate member

  • American Filipino Association of Greater Roseville CA- Member

  • National Association of Financial Advisors – Member

 

If you have any questions about the content on this site or if you want to discuss how we can help you protect and grow your wealth, please click here to email us or phone 408-821-3406 | Reno – 775-470-1864 .

To sign up for a free consultation or to just get more information click here.

 

Managing Partner

SHIRLEY SIME, LUTCF 

Team Member's Profile coming soon..

Head of Sales

MARTIN REED

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Product Manager

CARLA JONES

Donnamarie V Howe.jpg

I have over 15 years of experience in Business Administration.   Performed jobs in Accounting, Human Resource and Administration, Procurement, Customer Service, and Salon Business.  Now I am focused on something I am truly passionate about, helping people with their wellness and retirement savings needs.

 

I am happy to help and make a difference in people’s lives.

Benefits Advisor

Donnamarie V Howe

CJ Gueldner.png

Hi, my name is CJ Gueldner and I have lived in Nevada for the last 30 years.  I love to work with the rural Nevada areas, but working in the big cities of Reno and Carson City are awesome too!  As a former real estate agent, I am fully aware of the marketing concepts that play in when you are thinking about launching a new start-up business or even expanding your existing business.  Every business’ needs are different.  Give me a chance to help you help your company grow with Rise.

 

Let’s start from the beginning….the paperwork.  I’ll do my best to help you get all your documents together so that we can work together to get you the best plan for your start-up or expansion.  Getting everything together is half the battle.

After that, everything flows smoothly.  I’ll be there with you through every step of the process.

 

  • 30+ years of customer service & sales

  • 20+ years of bookkeeping and office management 

  • 8 years of Bankruptcy customer service

  • Was a Realtor for 15 years, as well as audit common area maintenance for several asset managers.

  • I currently hold a Life / Health insurance license in Nevada.

Benefits Administration

CJ Gueldner

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