John Kiser

About John Kiser

John Kiser is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement. He proudly works with individuals and families, as well as with small business owners, entrepreneurs, and their employees. Over his career, John Kiser has built three financial services practices. The first was in Columbus, Ohio, in the mid-1970s, and the second was in Santa Ana, California, in the early 1980s. The third and current practice, Money Mentor, began operations in 2013 and serves clients in Texas, Oklahoma, California, Nevada, Colorado, Wyoming, Montana, Ohio, Illinois, and Florida. When meeting with clients, John focuses on the following areas: Retirement Income Strategies Tax-Efficiency Strategies Legacy Planning Understanding Your Healthcare Options Social Security Optimization Asset Accumulation and Protection Strategies Benefit Plans for Owners and Employees Also, John has worked with a variety of leading companies in corporate America, providing technology-led solutions to organizations that span the globe. He is an advisory board member of several cutting-edge companies. John and his wife, Avery, have two adult children and live in Spring, Texas. They are active in their church and other charitable activities. Occasionally, John lectures at private and public institutions on financial matters, entrepreneurship and a range of other subjects. His leisure activities include reading, writing, golf, fishing, and travel.

Experience

1. Financial Professional

   Money Mentor A Financial Planning Practice

   Mar 2013 — Present · Houston, TX, US

   John is responsible for all operational and business development activities of this unique financial services organization serving clients in Texas, California, Nevada, Colorado, Wyoming and Florida. The company helps its clients become totally debt free - FAST, while building substantial tax advantaged financial reserves. Key focuses of the practice include retirement positioning and planning, leaving a legacy, eradicating debt, tax-advantaged capital accumulation, executive benefits and creating a financial \'fail safe\'.

Skills

• Mentoring
• Marketing Management
• Change Management
• Management
• Start-Ups
• Public Speaking
• Business Management
• Marketing Communications
• Team Building
• Budgeting
• Team Management
• New Business Development
• Channel Management
• Lead Generation
• Business Alliances
• Account Management
• B2b
• Strategic Planning
• Business Strategy
• Solution Selling
• Software Sales
• Salesforce.com
• Budgets
• Business Planning
• Go-to-Market Strategy
• Negotiation
• Direct Sales
• Consultative Selling
• Sales Process
• Business Intelligence
• Security
• Saas
• Customer Relations
• Cloud Computing
• Key Account Management
• Leadership
• Sales Operations
• Problem Solving
• Team Leadership
• Strategic Partnerships