Arizona
Adam Lunceford
Regional Vice President
BIOGRAPHY
Adam Lunceford is a Regional Vice President for Householder Group and a Registered Representative with Securities Service Network, Inc. He has been in the financial services industry for over eight years and holds the following securities registrations: Series 7, 31, 63 and 66, as well as Life/Health/Disability Insurance licenses.
As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management. READ MORE
Bernie Harris
Certified Estate Planner*, Regional Vice President
BIOGRAPHY
Bernie Harris is a Regional Vice President for Householder Group. He is also a Registered Representative with Securities Service Network, Inc. Bernie holds the following securities registrations: Series 7 and 63, as well as Life/Health/Disability Insurance licenses.
As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management. READ MORE
Jeff Holmes
MBA, Certified Estate Planner*, Vice President of Wealth Management
BIOGRAPHY
Jeff Holmes, a Vice President of Wealth Management for Householder Group, is also a Registered Representative with Securities Service Network, Inc. He offers an uncommon depth of knowledge in many of the critical areas of the financial landscape. Jeff’s focus is on income and estate tax strategies, assisting clients looking to preserve wealth, and increase assets and income. He has been in the financial services industry for 22 years and holds the following securities registrations: Series 7, 65, and 63, as well as Life, Accident & Health, Disability and Property & Casualty Insurance licenses.READ MORE
Kenneth J. Desmarchais
Certified Estate Planner*, Regional Vice President
BIOGRAPHY
Kenneth Desmarchais is a Certified Estate Planner* and a Regional Vice President for Householder Group. He is also a Registered Representative with Securities Service Network, Inc. He has been managing investment portfolios for over twenty years and holds the following securities registrations: Series 7, 66 as well as Life/Health/Disability Insurance licenses.
As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management. READ MORE
Scott Vineberg
CFP®, Vice President, Wealth Management
Chairman, Investment Council
BIOGRAPHY
“My mission is helping my clients make excellent financial decisions. I create financial plans founded on important goals and values and manage investments with discipline and integrity. I am committed to having a positive impact.”
Scott Vineberg is a CERTIFIED FINANCIAL PLANNER™ certificant and is Vice President, Wealth Management with Householder Group, a client-centered, national, independent, financial planning firm.
Scott takes the time to get to know clients comprehensively, and then explains strategies to help improve their cash flow/balance sheet, investment, retirement, risk management, tax and estate planning. His specialty is developing and implementing investment and retirement income plans. READ MORE
Tyra A. Moore
CDFA, Certified Estate Planner*, Regional Vice President
BIOGRAPHY
With over 14 years of experience in the financial service industry, Tyra Moore has helped her clients manage their estate and financial affairs by focusing on their primary concerns and needs. Tyra is a Registered Investment Advisor who holds the following: Series 7, 63, 65, 66, life, accident & health insurance, and property & casualty. She is also a Certified Divorce Financial Analyst and Certified Estate Planner*.
As a Regional Vice President for Householder Group, a Registered Investment Advisory Company, Tyra specializes in developing and implementing retirement and estate planning, advanced tax planning techniques to help reduce income and estate taxes for her private clients. Householder Group is an independent full-service financial consulting firm dedicated to helping their clients build and preserve their wealth and hard earned assets. READ MORE
California
George B. Thompson
Regional Vice President
BIOGRAPHY
George Thompson has enjoyed working in the financial services industry for over 15 years. He is a Regional Vice President for Householder Group as well as a Registered Representative with Securities Service Network, Inc. George holds the following securities registrations: Series 6, 7, 63, 65 and 24 as well as Life/Health/Disability Insurance licenses.
As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management. READ MORE
Ivy Pierson
MBA, Certified Estate Planner*, Regional Vice President
BIOGRAPHY
Ivy Pierson is Regional Vice President for Householder Group and also a Registered Representative with Securities Service Network, Inc. She has been in the financial services industry for 12 years and holds the following securities registrations: Series 7, 31 and 66, as well as Life/Health/Disability Insurance licenses.
As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management. READ MORE
Jerry S. Blakely
CFP®, ChFC, Regional Vice President
BIOGRAPHY
Jerry S. Blakely began his professional career as a Financial Advisor in 1983. Jerry is a CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Financial Consultant, holding professional licenses including the following securities registrations: 6, 7, 24, 63, 66. He also holds a Bachelor’s and Master of Arts Degree from California State University, Northridge.
Jerry began his financial practice in 1986, and it has grown into one of the premiere financial advisory firms of its kind in the Antelope and Santa Clarita Valleys in California. For years, he was the host of a local radio and cable television financial talk show in the Antelope Valley. The show focused on Retirement Strategies and Estate Planning. Believing strongly in education, Jerry has also taught financial planning courses at a local community college and numerous local churches, and has provided continuing education courses for Certified Public Accountants. READ MORE
Judith A. Dolle
Certified Estate Planner*, Regional Vice President
BIOGRAPHY
Judith A. Dolle has over 30 years of experience in the financial services industry. She is a Certified Estate Planner* and holds the following securities registrations: Series 7, 24, 63, and 66. She also holds a Life/Health/Disability Insurance License in the state of California.
Judith is a Regional Vice President of Householder Group. She is also a Registered Representative with Securities Service Network, Inc. a leading broker-dealer in the independent financial industry. As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to help minimize income and estate taxes, and utilizes appropriate asset allocation models in order to focus on capital preservation and multi-generational wealth management. READ MORE
Veronica Aaron
Regional Vice President
BIOGRAPHY
With over 14 years of experience in the financial service industry, Veronica Aaron knows how to cater to her clients needs. Her clientele ranges from those who are currently planning for retirement to already retired clients looking to preserve wealth and increase assets. Veronica holds a bachelor degree in Speech Communications along with California Life and Health Insurance, Registered Principal Registration Series 24, 7, 63 and 66 licenses. Veronica has the experience, education and vital tools to help her clients design and implement a strategic plan to meet their individual financial goals. Veronica is well respected as a financial advisor in both the Orange County and Long Beach areas. Veronica has been featured on both CNBC Power Lunch and Market Watch. READ MORE
Scott Vineberg
CFP®, Vice President, Wealth Management
Chairman, Investment Council
BIOGRAPHY
“My mission is helping my clients make excellent financial decisions. I create financial plans founded on important goals and values and manage investments with discipline and integrity. I am committed to having a positive impact.”
Scott Vineberg is a CERTIFIED FINANCIAL PLANNER™ certificant and is Vice President, Wealth Management with Householder Group, a client-centered, national, independent, financial planning firm.
Scott takes the time to get to know clients comprehensively, and then explains strategies to help improve their cash flow/balance sheet, investment, retirement, risk management, tax and estate planning. His specialty is developing and implementing investment and retirement income plans. READ MORE
Sheila Odnert
Certified Estate Planner*, Regional Vice President
BIOGRAPHY
Sheila is a Regional Vice President with Householder Group, LLC, one of the largest independent financial planning firms in the Western United States. Sheila is also an OSJ manager with Securities Service Network, Inc.
Sheila has over twenty five years of experience in the financial services industry. She began learning about investments as a compliance officer, supervising the sales practices of several financial advisors. In 1987, she began to develop a financial advisory practice of her own. READ MORE
R. Steven Behunin
Registered Principal, Regional Vice President
BIOGRAPHY
R. Steven Behunin is a Regional Vice President for Householder Group and a Registered Representative with Securities Service Network, Inc. He has been in the financial service industry for over 24 years and holds the following securities registrations: General Securities, Registered Principal, and Investment Advisory as well as Life/Health/Disability Insurance licenses.
As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management. READ MORE
Colorado
David R. Cichon
M.Ed, Certified Estate Planner*, RFC, Regional Vice President
BIOGRAPHY
David R. Cichon, M.Ed, Certified Estate Planner*, RFC, has over 35 years of experience in the financial services industry. He specializes in working with people who are planning for retirement and retired clients who want to preserve and grow their assets. He holds the following securities registrations: 1, 22, 24, 39, 63, 66 and various Life/Variable licenses in the state of Colorado and other states.
As founder and principal, he successfully developed an employee benefit and financial services firm specializing in retirement planning, a pension administration firm, and an investment management firm. His commitment to helping people achieve their financial goals caused him to join Householder Group, one of the leading networks of financial professionals in the country. READ MORE
Robert Foland
Financial Advisor
BIOGRAPHY
Bob Foland CFP® has been helping individuals, couples and small businesses with their financial planning needs since 1988. Since 1997 he has been an independent advisor, meaning that he is not limited to nor encouraged to use the investment vehicles of any particular company. That independence allows for true objectivity in the investment and planning advice offered by Mr. Foland through his company, The IRA Specialists.
Mr. Foland is a Certified Financial Planning Practitioner and a member of the Financial Planning Association. He adheres to the strictest of ethical standards. His professional advice can provide you with confidence in your investments, knowing that your IRA and company retirement plan will be set up to help provide you retirement income. READ MORE
Connecticut
Paul Poulin
Certified Financial Planner™, Regional Vice President
BIOGRAPHY
Paul Poulin is the owner of Poulin Wealth Management, LLC, and has offices to serve you in both Wethersfield and Old Lyme Connecticut. He is also a Registered Representative with Securities Service Network, Inc. one of the largest independent broker dealer networks in the nation. Paul has been in the financial services industry for over 12 years and holds the following securities registrations: Series 7, 65 Life, Property and Causality. Paul is licensed in the following states: AZ,CT, FLA, GA, NC, NY, MA, TX, and MD.
As Regional Vice President for Householder Group, a Registered Investment Advisory Firm, Paul specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to help minimize income and estate taxes and utilize appropriate investment strategies in order to focus on capital preservation and multi-generational wealth management. READ MORE
Georgia
Kate Emling
Regional Vice President
BIOGRAPHY
Kate Emling has over 25 years of experience in the financial services industry. She earned her Bachelor of Science degree from St. Bonaventure University and Master of Business Administration from Miami University. She holds the following securities registrations: Series 7, 24, 63, and 66.
Upon completion of her graduate studies, Kate worked as a money manager in the Portfolio Investment Department of a large pension fund. She then spent 19 years with major Wall Street firms, reaching the level of Director of Taxable Fixed Income. Combining the skills she acquired in financial management with her success as a local entrepreneur, Kate decided to join Householder Group and do what she enjoys most: helping people make sound financial decisions. READ MORE
Illinois
Lori Barone
Regional Vice President
CONTACT
7630 S. County Line Road, Ste 5 Burr Ridge, IL 60527 Phone: (630) 908-7733 Fax: (866) 329-5805 Email: lbarone@householdergroup.com
Massachusetts
Art Bull
MBA, Regional Vice President
BIOGRAPHY
Art is a Regional Vice President for Householder Group and a Registered Representative with Securities Service Network, Inc. He has been in the financial services industry for over 22 years and holds the following securities registrations: Series 7, 66, and Life and Health in MA, NJ and IL. He is also a member of the National and State Financial Planning Associations.
As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management. READ MORE
David Heather
MBA, Regional Vice President
BIOGRAPHY
David is a Regional Vice President for Householder Group and a Registered Representative with Securities Service Network, Inc. He has been in the financial services industry for over 25 years and holds the following securities registrations: Series 6 and 63.
As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management. READ MORE
New Mexico
Lawrence A. Nighbert
CLU, ChFC, AIF, Regional Vice President
BIOGRAPHY
A well experienced professional in the financial services industry, Larry Nighbert has been committed to giving clients personal service and common sense advice for more than thirty years. He offers an uncommon depth of knowledge in many of the critical areas of the financial landscape. His focus is on income and estate tax strategies and assisting clients looking to preserve wealth and increase assets. He holds the following securities registrations: Series 7, 24, 66, 63 and 51 and is also designated as a ChFC, CLU, and AIF. Larry is also licensed insurance broker in New Mexico and other states. READ MORE
Jerry E. Todd Jr.
MBA, AIF, CRPS, CRPC, Investment Advisor Representative
BIOGRAPHY
As a seasoned professional in the investment advisory business, Jerry Todd has been committed to providing clients with outstanding service for more than 15 years. He offers an uncommon depth of knowledge in many of the critical areas of the financial landscape. His focus includes investment strategies that assist clients looking to preserve wealth and increase assets, as well as income strategies for the retiree. READ MORE
New York
Andrew J. Brown
Certified Estate Planner*, Regional Vice President
BIOGRAPHY
Andrew J. Brown is a Regional Vice President for Householder Group and a Registered Representative with Securities Service Network, Inc. He has been in the financial service industry for over 22 years and holds the following securities registrations: 6 and 62, as well as Life/Health/Disability Insurance licenses in NY, NJ and CT and the New York State Property & Casualty Broker License.
As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management. READ MORE
North Carolina
Scott T. Miller,
CFP®, Regional Vice President
BIOGRAPHY
Scott Miller is a CERTIFIED FINANCIAL PLANNER ™ with over 19 years of experience as a Financial Advisor. After receiving his Bachelor of Science degree from Virginia Tech, he worked for NASA on the Space Shuttle project and attended the MBA program at George Washington University. Scott holds Series 7, 24, and 66 securities registrations, as well as a Life/Health/Disability Insurance License, and a Variable Annuity License.
Scott is a Regional Vice President of Householder Group, an independent retirement and estate planning firm and a registered representative with Securities Service Network, Inc. a leading broker-dealer in the independent financial industry. As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to help minimize income and estate taxes, and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management. READ MORE
Judith Mohr
CFP®, Financial Advisor
BIOGRAPHY
Judi Mohr, a CERTIFIED FINANCIAL PLANNER™ professional began her financial service career in 1987. Among her clients are affluent singles and families, business owners and executives, professionals and retirees.
“We specialize in helping people make smart choices about their money.” says Judi. “Most of our clients are within 15 years of a retirement decision or are already in retirement. They want to have an inspiring financial future when they enter their 60’s, 70’s, and beyond. We help them align their financial choices with their core values so they can live their lives on purpose.” READ MORE
Hoke S. Shuler
Regional Vice President
BIOGRAPHY
Hoke S. Shuler has over 10 years’ experience in the financial services industry. He has a Bachelor of Science degree from Erskine College, South Carolina. He holds the following FINRA Registrations: 7, 24, 63, and 66. Hoke also holds a Life/Health/Accident/Disability/Long Term Care License and holds a Retirement Financial Consultant (RFC) designation.
While with a large financial advisory firm, Hoke became a top advisor in his first year. Hoke was later instrumental in developing training programs for some of the largest and well-known financial services companies in the country. Thousands of advisors across the country are using his systems to provide excellent service and value to their clients. READ MORE
Oklahoma
Nick Massey
Certified Financial Planner™, Regional Vice President
BIOGRAPHY
Nick Massey is a Certified Financial Planner™ practitioner, and investment manager as well as the owner of Householder Group Financial Advisors in Edmond, OK, which he started in 2004. Nick’s first career began with the US Army where he served from 1967 to 1977 as a Counterintelligence Agent for US Army Intelligence with assignments throughout the US, Asia and Europe.
He began his career in the investment business in San Francisco in 1977 and currently has over 35 years of experience in the financial services industry. Nick specializes in working with people who are retired or preparing for retirement and uses a financial planning approach, which focuses on the advantages of professional money management, estate and retirement planning, and asset protection planning. He develops a customized approach for each client’s planning needs, objectives and goals. READ MORE
Darlene Shipe
Investment Advisor
BIOGRAPHY
Darlene Shipe is an investment advisor with Householder Group Financial Advisors. She is also a Registered Representative with Securities Service Network, Inc. Darlene has been managing investments for her clients for over 17 years and holds the following securities registrations: Series 7, 63, and 65, as well as Life/Variable Annuity insurance licenses.
As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management. READ MORE
Lynn Bilodeau
Investment Advisor, Attorney at Law
BIOGRAPHY
Lynn Bilodeau is an attorney specializing in estate planning in Edmond, OK. He has practiced law in the Oklahoma City area since 1990. He began concentrating his practice on estate planning matters in 1996 and has extensive experience in all aspects of estate planning matters including wills, trusts, powers of attorney, health care directives, estate tax avoidance trust provisions, trust administration, probate, estate administration and litigation of estate matters. He lectures extensively to financial professionals and retirees.
Lynn has worked closely with many financial advisors and financial planners who have graciously referred their clients to him for legal matters. Because so many clients were asking him for input on financial decisions, Lynn decided to branch out into the investment arena in 2008 having earned the Series 7 & 66 securities registrations. He also holds Life, Health and Variable contracts, Disability and Long Term Care insurance licenses in Oklahoma. He became affiliated with Householder Group Financial Advisors in 2011 and is a Registered Representative with one of the nation’s largest independent broker-dealer firms, Securities Service Network, Inc. READ MORE
Oregon
Karen Day
Regional Vice President, CFP®
BIOGRAPHY
Karen Day is a CERTIFIED FINANCIAL PLANNER® professional and has been a member of the Financial Planning Association since 2001. She graduated with honors from Houghton College in New York with a BA in Business Administration. Karen is registered in General Securities (Series 7), Municipal Securities Supervisor (Series 53), Uniform Securities Agent (Series 63), General Securities Principal (Series 24) and Uniform Investment Advisor (Series 65).
Karen has 18 years of experience in financial services. She is a Financial Advisor with Householder Group. She is also a Registered Representative with Securities Service Network, Inc. As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. Householder Group is an independent full-service financial consulting firm dedicated to helping their clients build and preserve their wealth and hard earned assets. READ MORE
South Carolina
Hoke S. Shuler
Regional Vice President
BIOGRAPHY
Hoke S. Shuler has over 10 years’ experience in the financial services industry. He has a Bachelor of Science degree from Erskine College, South Carolina. He holds the following FINRA Registrations: 7, 24, 63, and 66. Hoke also holds a Life/Health/Accident/Disability/Long Term Care License and holds a Retirement Financial Consultant (RFC) designation.
While with a large financial advisory firm, Hoke became a top advisor in his first year. Hoke was later instrumental in developing training programs for some of the largest and well-known financial services companies in the country. Thousands of advisors across the country are using his systems to provide excellent service and value to their clients. READ MORE
Texas
David Barnes
Regional Vice President, MBA
BIOGRAPHY
A noted speaker, lecturer and financial educator with over 27 years experience in the financial services and information technology industries, David Barnes has vigorously pursued and successfully developed financial solutions for investors, corporate America, and Wall Street institutions. A graduate of the Jerry Rawls College of Business Administration he holds a Bachelor of Finance from Texas Tech University and a Masters of Business Administration with an emphasis in marketing and statistics from Southwestern Oklahoma State University. David holds the following FINRA Licenses: 7, 24, 63, and 66 as well as a CFTC License 3. David also holds a Life/Health/Disability Insurance License. READ MORE
Washington
Bill Sydor
Certified Estate Planner*, ChFC®, Regional Vice President
BIOGRAPHY
Bill Sydor, Certified Estate Planner*, Chartered Financial Consultant and Adjunct Professor, has more than 25 years of experience in the financial services industry. He holds the following securities registrations: Series 7, 24, 63, and 66. Bill is also licensed through the state of Washington for life, health, disability and long term care insurance.
Bill is a Regional Vice President of Householder Group. As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes appropriate investment strategies in order to focus on capital preservation and multi-generational wealth management. He is also a Registered Representative with Securities Service Network, Inc. READ MORE
Karen Briggs
CFP®, Regional Vice President
BIOGRAPHY
Karen Briggs has over 33 years of experience in the financial services industry. She earned her Economics degree from Washington State University and is a CERTIFIED FINANCIAL PLANNER™ professional. She holds the following securities licenses: Series 7, 24, 63, and 65. Karen is also licensed through the state of Washington for life, health and disability insurance. And she authored the forward to the book ‘VALUES BASED FINANCIAL PLANNING: The Art of Creating an Inspiring Financial Strategy’ focusing on her experience and expertise in the financial industry.
Upon graduation from college, Karen began her career in the financial industry with a position in the Operations Department of a nationwide investment firm’s branch in downtown Seattle. After obtaining her CFP® certification, she opened her own Registered Investment Advisory firm, and then merged with Householder Group. Householder Group has given her practice and clients a level of nationwide support with a team of financial specialists that allows her to continue helping people make sound financial decisions, while still enjoying her entrepreneurial spirit. READ MORE
Kirk Balin
Certified Estate Planner*, Regional Vice President
BIOGRAPHY
Kirk Balin is a Certified Estate Planner* professional who has been with Householder Group for close to 6 years. He holds the following securities registrations: 7, 24, 66. Kirk is also licensed through the state of Washington for life, health and disability insurance.
Kirk graduated in civil engineering with a minor in Business from Oregon State University where he also played football for the Beavers! He has worked for a large national company that does financial analysis of returns on costs for large government entities. At the same time he has contributed to our national defense as a pilot in the Airforce reserves. In his early 30’s Kirk owned multiple locations of a major national franchise chain as well as a large grocery distribution company in the greater Seattle area. READ MORE
West Virginia
Bob Kopp
Regional Vice President
BIOGRAPHY
Bob Kopp has 25 years of experience in the financial services industry. He earned his Bachelor of Arts degree from Marshall University. He holds the following securities registrations: Series 7, 8, 63, and 65. Bob is also licensed through the state of West Virginia for life, health and disability insurance.
Bob has practiced portfolio management in his native West Virginia since 1994. While with a major national brokerage firm, he was awarded the distinction of “Financial Consultant of the Year” three years in a row. For several years he trained other financial advisors on how to best serve their clients. READ MORE
, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP 
in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.