Gb Financial Group Inc

Description

Founder of GB Financial over 12 years ago, Gwen is a graduate of Pine Manor Jr. College and Simmons College with a degree in Journalism. She holds insurance licenses in over a dozen states. She is a a leader in the estate and insurance planning arena, winning numerous awards for outstanding production from broker-dealers, mutual fund companies and insurance carriers. She has lectured to women on the subject of finance; to CPAs around the country on tax planning techniques using insurance products, and has authored articles on divorce and money as well as women and money and charitable estate planning. She is a multiple Million Dollar Round Table Court of the Table Member; attendee at top industry conferences. She worked in print journalism as a television producer at several Boston television stations prior to entering financial services. She served the Town of Wellesley as member of the Veterans’ Celebration Committee and on parent committees of St. Mark’s School and the Fessenden School. She has also been and is an active volu nteer raising money for various non- profit groups and schools in the community. Gwen is a competitive runner. Bracknell E. Baker ~ Managing Partner Bracknell is a graduate of Fessenden School and St. Mark’s School, Southborough, Mass, where he was student body president, Varsity Crew coxswain of an award winning crew. He attended University of California at Berkeley and Trinity College, Hartford, CT where he graduated with a BA in Economics and History with a focus in International Finance. He was a member of the US National Rowing Team in 2006, coxing the Lightweight Men’s eight at the world championships to a fifth place finish, and has led championship crews winning at Head of the Charles, San Diego Crew Classic, Henley Royal Regatta, New England Championship and NESCAC. He holds the FINRA Series 7, 63, and 65, and has been a registered representative since the age of 20. His design is behind GB Financials unique insurance financing strategy, GBFGPreservation. Bracknell is also a competitive tri-athlete. He is Class agent for Fessenden School, Member of the Alumni council and Class Agent for St. Mark’s School. He serves as a member of the Friends of Trinity Rowing Board and serves on the Race Operations Committee for the Head of the Charles Regatta. He is a member of the Power Ten of New York and the Leander Club of Henley-on-Thames. Jackie Peters ~ Director of Case Management, Executive Assistant to Managing Partners Born and raised in southern New Jersey, Jackie founded and managed her own successful business in 2001 and became associated with the GB Financial Group in 2004. In 2007 she joined GBFG on a full time basis. Jackie was a distinguished member of the Women’s organization, "Soroptomists, International". She has served and held office on numerous parent committees for her children’s schools, sports groups, and scouting associations. She also serves as a volunteer for "Toys for Tots", United Way and Coastal Cleanup organizations. She is mother of three children, has two grandchildren, and enjoys boating and fishing with her family. Edward Slater ~ Director of Communications Born and raised in New York City, Ed is a graduate of The Buckley School and St. Mark’s School of Southborough, MA. Studying at both NYU and Columbia, he graduated from Trinity College, in Hartford, CT, with a BA in English Literature. During his educational career, Ed discovered rowing to be a true passion. At Trinity, he was a member of the Varsity Crew all four years, leading the team as Captain his senior year. Competing both nationally and internationally, he has won multiple USRowing National Championships, the Royal Canadian Henley, the Head of the Charles Regatta, and the NERC and ECAC National Championships. Wanting to share his love for the sport, Ed became a coach, working at the Saugatuck Rowing Club, New York Athletic Club, Trinity College. He is currently one of the Head Coaches at the Craftsbury Sculling Center. He is also an avid sailor, having attended the Sea Education Association and exploring much of the mid-East Pacific and the Sea of Cortez. Ed worked for Sony Pictures Classics as a member of their marketing team, doing work on multiple films. He also works with the Friends of Trinity Rowing alumni group, raising funds to support Trinity’s oarsmen and further building the alumni family. Ed is a member of the Riverside Boat Club and the Power Ten New York. Caleb S. Baker ~ Analyst Caleb is a graduate of The Fessenden School, West Newton, Massachusetts, and The Hill School, Pottstown, Pennsylvania. Developing a passion for music early in life, Caleb studied at the world-renowned Berklee College of Music in Boston before going on to study at Gettysburg College in Gettysburg, Pennsylvania. Taking a semester off to solo-backpack around the world, Caleb visited countries such as South Korea, Thailand, The United Arab Emrites, Bahrain, and England. Caleb returned to Gettysburg in 2006 and, in addition to his studies, assisted in organizing a charity concert aiding the educational development initiative in Uganda. Continuing his charity work, Caleb went on to develop a chapter of the charity organization, "Circles of Support," which assists low-income single mothers in finding jobs and emotional support during tough times as well as providing weekly dinners and childcare. In 2007 Caleb studied French literature and language at IAU in Aix-en-Provence, France, obtaining fluency. Graduating with Honors from Gettysburg in December '08 with a BA in Writing along with a minor in English Literature, Caleb returned to the Boston area and began working for GBFG. Caleb's passions for traveling, cooking, and literature continue to engage his free time. Rene Stuifzand ~ Director of Lending: Originally from The Netherlands, Rene obtained his Masters in Macro-Economics from the University of Amsterdam and proceeded to embark on a long international career earning his Doctoral studies at INSEAD’s Fontainebleau, France campus and Stanford University. Rene spent the early part of his professional life with UBS Securities, first in London and later in New York, where he was responsible for the firm’s proprietary non-Dollar Fixed-Income trading in the Western Hemisphere. The next 15 years Rene spent with ING as a career-expatriate and held various senior management positions. Originally hired as the Head of Capital Markets, his later responsibilities included CEO of ING Furman Selz, a 650-employee investment bank, Vice Chairman of ING’s International Private Bank, a global private bank with 29 offices in 24 countries, and CEO and President of ING Finance, LLC, the industry’s then leading life insurance premium finance firm. During his career Rene was fortunate to have been given the opportunity to live in places as diverse as London, New York, San Francisco, The Netherlands Antilles, Switzerland, and Singapore. An avid reader, golfer and skier, Rene enjoys life with his wife Amy in Connecticut. David J. Stull ~ Northern California Regional Director: Founder of Stull Financial, operating continually since 1977, Dave is a graduate of Bethany College, Minneapolis, MN with a degree in Theology. In addition, Dave holds Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU) designations which he received in 1982. Dave is also registered as an Independent Advisor Representative and holds the FINRA Series 6, 7, 22 & 63 licenses. Dave has a diverse background having lived in West Africa for 4 years. He has spent the last 30 years developing his financial services practice with an emphasis on retirement and estate planning for business owners and professionals. He is a member of the Brookside Country Club, Stockton East Rotary and the Gideons. Bernard Wall, Harrison & Held: A partner at H&H, Bernie is lead counsel for GBFGPreservation

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