M. Stephen Hanson

CURRICULUM VITAE

M. Stephen Hanson, P.E., P.L.S.

EDUCATION:                     

Bachelor of Science in Civil Engineering, University of Kentucky, 1979

Three/Two Program Economics and Business Administration,

Centre College, 1977

QUALIFICATIONS:          

                                    Professional Engineer Licensed in Kentucky and Tennessee

Professional Land Surveyor licensed in Kentucky

Candidate for Certified Financial Planner

Qualifying member Million Dollar Round Table

NASD Securities License, Series 6

NASD Securities License, Series 7

NASD Securities License, Series 63

Life and Health Insurance License

EMPLOYMENT

HISTORY:   

                                    Pinnacle Planning Group, Inc.

                                    1604 Harrodsburg Road

Lexington, KY 40504

President

 May 1995-Current

Responsible for day to day operations of financial services and business    consulting Firm providing solutions to diverse client base.

·         Insurance Planning

·         Investment Planning

·         Estate Planning

·         Retirement Planning

·         Business Consulting

o       Acquisitions

o       Human Resources

o       Fixed Plant Financing

o       Expansion and Growth

1990-2001       Presidents Council Donahue Securities

2001-2003       Presidents Award- Brecek and Young Advisors

2003-2006       Presidents Advisory Council- WRP Investments

2001                Pacific Life National Symposium Participant

2000-2006       Advisory Council Fidelity Investments

2000-2006       Kite and Key Club- Franklin Templeton Investments

2002-2006       Preferred Provider- Penn Mutual

Met Life

101 Prosperous Place

Suite 101

Lexington, KY 40517

January 1990-April 1995

Responsible for the sale and implementation of complex Insurance and       Investment Strategies.

·         Freshman of the Year

·         Fast Track Award

·         Leaders Conference

·         Million Dollar Award

·         Million Dollar Round Table

·         Life Underwriting Training Council

·         MetLife Tax Institute on Estate Planning

·         Numerous Recognition Awards

Dixie Engineering and Construction Co. Inc.

P.O. Box 388

Bowling Green, KY 42101

President:

January 1980-December 1992

Responsible for the day to day operations of a 75 person construction company specializing in the construction of Concrete Highway Structures.

·         Built over 150 Bridges and Box Culverts in Kentucky and Tennessee

·         Constructed first Precast Box Culvert on AA Highway in Kentucky.

PRESENTATIONS:                       

Estate Planning:  Smith, Kline, Beechum- 1996-1998

Estate Planning and Investment Strategies: Financial Concepts

Symposium-1998-1999

Zero Estate Tax Planning: Stewart Estate Planning-1998-1999

Wealth Management Strategies: Private Seminars-2001-2004

Investment Planning Strategies: Private Seminasr-1999-2004

Small Business Strategies: Private Seminars-2000-2004

COMMUNITY SERVICE

AND MEMBERSHIPS:                  

·         Lexington Children’s Theater: Director- 1992-1996

·         Andover Golf and Country Club: Director-1993-1994

·         Andover Golf and Country Club: Secretary-1995

·         Ashland Park Neighborhood Association: Director-2006-2009

·         Second Presbyterian Church: Trustee-2006-2009

·         First Presbyterian Church, Bowling Green, KY:  Deacon-1985-1989

·         Kentucky Association of Highway Construction: Committeman-1982-2004

[ Home ] [ Up ]

Copyright © 1999-2008