About Us
Who We Are
Agency Profile
Our History
Who We Are
About Our Organization
Our Vision
Our Mission
Our Team
SHIRLEY SIME, LUTCF
Managing Partner
My previous work experience had been in agricultural commodity sales, international brokering, account management, contracts, and business development for 17 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 17 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 contract administration.
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 your 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 – 775-344-9955. To sign up for a free consultation or to just get more information click here.
Donnamarie V Howe
Benefits Advisor
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.
CJ Gueldner
Benefits Administration
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 is 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 audited common area maintenance for several asset managers.
I currently hold a Life / Health insurance license in Nevada.
Our Team
Consultant
Dr. Dennis Noss
Dr. Noss is Federally licensed by the US Treasury as an IRS Enrolled Agent. He specializes in IRS Taxpayer Representation, Retirement Tax Strategies, Portfolio Management, Mitigation of Capital Gains Taxes, Wealth Management, Estate Planning, and Financial Engineering of Insurance Designs that Increase Net Worth with Minimal Taxation.
He has now been active in the Financial Industry for more than 15 years and is a past member of the Board of Directors, Mission Society of Enrolled Agents. He has been voted this year’s President of the Society