Honoring Advisors Who Serve(d): July 4, 2012, Slideshow

In our latest slideshow honoring advisors and their partners who served in the armed forces, we present 18 men and women deserving of praise

(Editor's Note: In honor of Veterans' Day, which fell on Sunday, AdvisorOne is re-running this "Advisors Who Serve(d)" slideshow.)

In the middle of fireworks and barbeques on July 4, 2012, the editors of AdvisorOne ask you to consider the true meaning of Independence Day, and to honor your peers and your partners who placed their lives on hold and on the line to help preserve our independence. 

This is the third in a series of articles on AdvisorOne that honors those advisors and partners to advisors who served in the military. We've created a special landing page for you to view all three of our slideshows as well. The 18 people on the pages below responded to our call to share the particulars of their service—some in the past and some still serving—and, in most instances, some photos of themselves, when they were in service or today, as well. 

Most telling to us, however, were the 18's responses to how their military service helped prepare them for their advisory careers. We began this series of AdvisorOne slideshows last year because anecdotally there seemed to be a large percentage of advisors, both men and women, who had served in one of the branches of the military over the years but in many cases had not received the appreciation they were due for their service.

The comments of this group below on their military experiences speak for themselves—profound and humorous, patriotic and often self-deprecating, but humbly proud of their service as well.

While there are many ways to show our patriotism, we ask you please to pause this Independence Day 2012 and honor the advisors below and all their brothers and sisters in arms in the past and now for their service to our country.

Check out previous Advisors Who Serve(d) installments from 2011 for Memorial Day and Fourth of July.

We know there are more of you out there who served, so please consider adding your name and story to the growing list of Advisors Who Serve(d) by filling out this simple questionnaire at AdvisorOne.


Janet Barr

Janet Barr

Title/Company: Registered Principal - Collaborative Financial Solutions, LLC

Branch/Rank: US Army - Private E2/Sergeant E5

Service Dates: Aug ’80 - Aug ’84

Work you did: Tank Mechanic; seriously.

Brief story that stands out from your service time: In my past 35 years of business dealings, the one principle I took away from the Army came from a very special Sergeant. He was new and had a very hardened, strict and mean demeanor. I became his driver, and after getting to know him I realized he was actually a sweetheart. He was so kind and so nice that I had to ask him why he put on such a cold front. He replied that in order to command respect, you have to be a little hardened. To be taken seriously, one must be firm and strong. He explained that it is easier for someone to be pleasant and kind after gaining respect than to be strict and mean with no respect at all. This token of advice has helped me professionally and more importantly has helped me create sound and rewarding relationships with my staff.

Henri Bonne wedding

Henri Bonne

Title/Company: Associate Vice President - Raymond James and Associates

Branch/Rank: US Army – began 2nd Lieutenant, ended Captain

Service Dates: 1981- 87

Work you did: Artillery Officer

Brief story that stands out from your service time: See photo above.

John Brosnan

John F. Brosnan III

Title/Company: Financial Advisor & Branch Manager - Raymond James Financial Services

Branch/Rank: US Marine Corps - 2nd Lt. - Captain

Service Dates: March ’90 - Sept ’93

Work you did: Infantry Officer

Brief story that stands out from your service time: Served with the 3rd Battalion, 6th Marine Regiment, 2nd Marine Division during the Persian Gulf War, Operations Desert Shield & Desert Storm. Funny story: my then fiancée and I had been planning our wedding for months.  When I reported to the battalion for duty after Infantry Officer Course I was told I wasn't going to be able to go to my own wedding due to the upcoming deployment. Fortunately things worked out, three days after the wedding our unit deployed for the Gulf. Let's just say my wife didn't see the humor in this story.  Semper Fi, JB.

Terry Carr

Terry R. Carr

Title/Company: Branch Manager - Raymond James

Branch/Rank: US Army - 2d Lieutenant – LTC

Service Dates: Jan ’69 – Oct  ’91

Work you did: Special Forces; Most of career in logistics

Brief story that stands out from your service time: When I was serving in Egypt responsible for cooperative development programs for all military services, we had numerous high-level visitors like the Secretary of Defense, former President Jimmy Carter and numerous others.  We took Gen Schwarzkopf, CG, US CENTRAL COMMAND, on a “faluka” ride (a small Egyptian sailboat). My wife remarked to me afterwards that she was glad we were not at war because she couldn't imagine Schwarzkopf with such a warm and generous heart as a combat leader,  and that he was like a big teddy bear. Soon thereafter he led what was arguably the most successful combat operation in US history, Operation Desert Storm.

Aaron Frye (no photo supplied)

Title/Company: Financial Advisor - Raymond James

Branch/Rank: US Air Force - E-5/SSgt

Service Dates: Aug ’94 – April ’03

Work you did: Aerospace Physiology – Hyperbaric and Hypobaric Chambers

Brief story that stands out from your service time: N/A

Brian Haugen in Asadabad

Brian Haugen

Title/Company: SVP, Investments - Emerald Coast Wealth Advisors of RJFS

Branch/Rank: US Army - 2LT – LTC

Service Dates: March ’86 – Sept  ’09

Work you did: Special Forces

Brief story that stands out from your service time: Commanded a Special Forces Company along the Afghan-Pakistan border from '02 to '03.  Those were some wild times.

Bill Krebs

Bill Krebs

Title/Company: Financial Advisor / Branch Manager - Raymond James and Associates

Branch/Rank: US Army - 2nd Lieutenant, 1st Lieutenant

Service Dates: May ’75 - May ’79

Work you did: Infantry Officer with 1st Ranger Battalion

Brief story that stands out from your service time: We parachuted into the Gatun Drop Zone in Panama to conduct a mock raid. I was a platoon leader at the time. I used initiative to cross a stream and attack the objective from the rear. Found out later that we had crossed the old French Canal which was shark infested. Got yelled at; however, we smoked the mission!

Jerold Marc Matherne

Jerold Marc Matherne

Title/Company: Financial Advisor - The Shobe Finanical Group

Branch/Rank: US Navy - Midshipmen - LT, made LCDR in reserves

Service Dates: May ’88 - Sept ’96

Work you did: Surface Warfare Officer

Brief story that stands out from your service time: Most memorable moment was conducting counter narcotics in the Pacific Ocean just on the other side of the Panama Canal. We came across a boat that was suspicious and even more so because we had just spotted bails of cocaine floating in the waters near this vessel.  We towed the boat into Rodman Panama and seized one of the largest drug busts of the time. The irony was that the other bails of cocaine in the water near the boat we captured weren't from the same cartel. It sounds like they were in the wrong place at the wrong time. The picture above is from when I was a Midshipman at Tulane University NROTC, 1984-1988. 

Russ McAlmond in Bootcamp

Russell McAlmond

Title/Company: President - Evergreen Capital Management Inc.

Branch/Rank: US Marines - Corporal

Service Dates: N/A

Work you did: Infantry

Brief story that stands out from your service time: It was the best of times and the worst of times.

Clayton McWhorter (no photo supplied)

Title/Company: Senior Vice President - Raymond James and Associates

Branch/Rank: US Army - 2nd Lieutenant, 1st Lieutenant

Service Dates: Feb ’62 - Feb ’64

Work you did: Platoon leader, Exec Officer, Company Commander

Brief story that stands out from your service time: Two of the very best years of my life I spent as a platoon leader, executive officer and then as tank commander, responsible for 17 tanks and 120 men. I have to say it was absolutely the best job in the world.

Steve Medland

Steven Medland

Title/Company: Co-Founder and Partner - TABR Capital Management, LLC

Branch/Rank: US Navy - Began as an Ensign and left active duty as a Lieutenant.  Currently a Lieutenant Commander in the U.S. Navy Reserve.

Service Dates: June ’92 - present

Work you did: Submarine Officer

Brief story that stands out from your service time: As a young officer reporting aboard my submarine, I felt prepared for the technical aspects of submarine operations, but I was totally unprepared to help my junior enlisted sailors with some of the financial challenges they faced. Fortunately, the senior enlisted crewmembers had seen it all, and they were experts at extricating our younger shipmates from bad financial decisions (e.g. buying too much car, purchasing life insurance as an investment, etc.).  In my eight years of active duty service, I unfortunately saw how the financially unsophisticated can be targeted, but I also learned how financial education can be used to protect against unscrupulous characters.  Knowledge is power, and that’s true for our service men and women in addition to all U.S. citizens.

Byron Overton

Byron Overton

Title/Company: Financial Advisor - First Command Financial

Branch/Rank: US Army - E-1/E-5

Service Dates: 2002-08

Work you did: Combat Engineer/Construction

Brief story that stands out from your service time: Tour of Iraq 2003-2004. Had a great time and while working my duties, worked with the Koreans that we were stationed with. I became English teacher for a Special Forces unit stationed with us. That was one of the greatest times in my life.

Steve Putnam in a helicopter 

Steve Putnam

Title/Company: Financial Advisor - Raymond James Financial Services

Branch/Rank: US Army - Lt., Major

Service Dates: 1965-81

Work you did: Recon Platoon Leader, S2, S3 Air

Brief story that stands out from your service time: Spending time in both Korea and Vietnam allowed me the opportunity to appreciate the nuances of those cultures and people. As a Ranger/Airborne platoon leader, I had a very special "family" relationship with my soldiers who served and sometimes died. None that I served with ever felt their efforts were wasted and I have felt every day after that was a dividend given to me to help others.

Meredith Schneider in Bosnia

Meredith Schneider

Title/Company: Principal - Schneider Wealth Management

Branch/Rank: US Army - 2nd Lt through Captain

Service Dates: June ’92 - Aug ’96

Work you did: Platoon Leader, Maintenance Officer, S-1, Civil Affairs Officer

Brief story that stands out from your service time: I am honored to have had the opportunity to meet so many people from all over the country who served with great dedication. I will never forget the "Any Solider" letters we received while in Bosnia. Some days they were the only link to life outside of our tents since we had no phone, television, newspaper, Internet, and often no mail from loved ones. I remember a letter in particular from a young boy in Rhode Island who wrote in reply to a letter I wrote back to him. He wrote, "Receiving your letter was the happiest day of my life." Little did he know how happy I was to receive his letter of support.

Alvin Steinberg in front of NYSE

Alvin Steinberg

Title/Company: Financial Advisor - Ameriprise Financial

Branch/Rank: US Air Force - E-1, E-5

Service Dates: June ’67 - June ’71

Work you did: Security Tactical Air Command (SEATO) & Strategic Air Command USA

Brief story that stands out from your service time: A friend of mine was destroying classified secret codes according to procedure. You wad up small pieces of paper (code pages), insert them in a paper grocery bag, staple the bag, and then set it on fire in a barrel. Someone forgot to tell him to punch holes in the bag to let the heated air escape prior to burning. Well, the bag exploded and code pages were flying everywhere. He looked like Barney Fife chasing them down.

Dennis Suckstorf

Dennis A Suckstorf

Title/Company: Director of Financial Planning - Financial Advantage, Inc.

Branch/Rank: US Air Force - SMSgt

Service Dates: April  ’70 – July ’90

Work you did: Cryptologic Linguist

Brief story that stands out from your service time: As a young linguist during the Vietnam War, a veteran Staff Sergeant saw me struggling with the foreign language I had been assigned to learn.  He took the time to mentor me in the language and the job.  He made a lasting impression on me that led me to work with other airmen during my career.  It also gave me the focus and philosophy of helping that has been a major contributor to my success as a financial planner.

Andy Tilp (no photo supplied)

Title/Company: President - Trillium Valley Financial Planning

Branch/Rank: US Air Force - E1-E4

Service Dates: Sept ’73 - June ’77

Work you did: Calibration electronic technician

Brief story that stands out from your service time: I joined just as Vietnam War was winding down and, unfortunately, it was a time where the military was not looked upon with high regard. I am glad that attitudes have changed and returning veterans are now treated with respect.

Ronald Wilson 

Ronald Wilson

Title/Company: Financial Advisor - Raymond James

Branch/Rank: US Army - E1 to Spec 5

Service Dates: April ’67 - July ’73

Work you did: Crew Chief Medivac Helicopter

Brief story that stands out from your service time: I was in a small helicopter Medical Evacuation unit in Vietnam. We had six aircraft and about 40 men. After Vietnam we went 35 years with little if any contact. Since 2004 we have gathered at various places in the U.S. Our most recent event was this year over the Memorial Day weekend in New Orleans. It was been very rewarding to see these guys again!

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Check out previous Advisors Who Serve(d) installments from 2011 for Memorial Day and Fourth of July.

To add your name and story to the growing list of Advisors Who Serve(d), fill out this simple questionnaire at AdvisorOne.

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