Category: News

Sweet Home Chicago

JJ is headed to the Windy City of Chicago, IL, for the 2019 NAPFA Fall National Conference.

With over 70 hours of continuing education from which to choose, the Chicago conference will host over 300 people during the course of the week. This year’s keynote speakers include:

  • Sebastian Terry, founder and author of 100 Things
  • Traci Brown, former member of the US Cycling Team and the author of How to Detect Lies, Fraud and Identity Theft
  • Ryan Jenkins, author and generational expert – “How to Attract, Lead and Engage Millennials and Generation Z”
  • Lloyd Shefsky, founder and co-director of the center for Family Enterprises – “Client and Self Gratification: Learn to Envision the Future”
  • Weston Wellington, vice president, Dimensional Find Advisors

“Members of the National Association of Personal Financial Advisors (NAPFA) who have met all necessary requirements of membership have earned the right to call themselves NAPFA-Registered Financial Advisors. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical financial advisors. It’s all about putting you, the consumer, first. NAPFA-Registered Financial Advisors are fiduciaries – at all times – for their clients.

NAPFA insists that every NAPFA-Registered Financial Advisor meet the highest competency standards. All NAPFA-Registered Financial Advisors must:

  • Meet stiff credentialing and educational requirements
  • Be primarily engaged as holistic financial advisors (rather than merely investment or tax advisors)
  • Meet the most rigorous continuing education requirements in the industry
  • Submit to outside professional review, to ensure that they do not have the conflicts of interest that commissions bring.”

NAPFA-Registered Financial Advisors are required to submit 60 hours of continuing education every two year. That’s twice the requirement of the 30 hours required by the CFP Board to serve as a CERTIFIED FINANCIA PLANNER™ Professional.

NAPFA’s two annual national conferences, along with their regional symposia, offer advisors opportunities to expand their knowledge, network with peers, and share stories and ideas about how to serve you better. Read more about what’s different about a NAPFA-Registered Financial Advisor at NAPFA.org.

Community Foundation of Greater Huntsville’s 2019 Summit on Philanthropy

Longview team members, JJ, Jessica, and Andrew recently attended the Community Foundation of Greater Huntsville’s Summit on Philanthropy. The Summit is “an annual celebration of our community’s generosity because we believe that together we can accomplish more than any one person, one company, or one organization can accomplish on their own.” The gala-style event, celebrating its 10th year, was held on Tuesday, September 10th at the Westin Huntsville in Bridge Street Town Centre.

Longview has long been a supporter of the Foundation’s work in our communities, and we are proud to continue our sponsorship of the Summit. Jessica Hovis Smith and Jeff Jones are both members of the Community Foundation’s Philanthropic Advisors Network. Please contact us if you are interested in learning more about The Community Foundation or would like to talk about your desires to become involved or create your own giving plan. You can also learn more by visiting the Community Foundation’s Web site at communityfoundationhsv.org.

Jeff Jones, Jessica Hovis Smith, & Andrew Gipner

ELM Foundation’s Little Miracle’s Luncheon

Longview team members attended the ELM Foundation’s Little Miracles Luncheon on Thursday, September 5th, 2019 at the Jackson Center. They keynote speaker was Captain Mike Rose. From their website:

Huntsville resident, Capt. Mike Rose, served as a Special Forces Medic with the Army’s 5th Special Forces Group during the Vietnam War. He was awarded the Medal of Honor for his acts of bravery and selflessness as he risked his own life to save the lives of others while facing a well-armed and numerically superior hostile force deep in enemy territory. Captain Rose faced enemy fire numerous times to tend to the wounds of his comrades, estimated to be half of the company’s personnel. His actions serve as an example of grit, perseverance, and selfless service–values central to the work of the ELM Foundation.

ELM stands for Expect Little Miracles. The Foundation is a 501(c)(3) organization based in Huntsville, Alabama. They have awarded over $1,000,000 to over 300 participants since being founded in 2012. They “work with individuals and families who are doing the best they can and who need a ‘little miracle’ to help them achieve success. We work with the participant to establish long term goals using strengths, resources, and assets to fill gaps between problems and solutions.” To learn more about the ELM Foundation, visit them online at expectlittlemiracleshsv.org. While there, you can read about success stories, learn about their mission, find ways to give, and learn more about their grant process.

Lauren, Jonathan, Chad, Wes, Jessica & Andrew

2019 American Cancer Society’s Belles & Beaus Ball

Longview was proud to sponsor the American Cancer Society’s Belles & Beaus Ball on August 24, 2019. It is “a one-of-a-kind evening featuring great food, dancing, spectacular auction, and much more.” The evening included a ceremony recognizing honorees, including cancer survivors and champions for the fight against cancer. Both silent and live auctions contributed towards raising funds for the event’s goal of $25,000.

Several Longview team members and spouses were on hand to enjoy and contribute to the evening’s events.

Longview team members Jonathan Jones, Jessica Hovis Smith, Jeff Jones, & Andrew Gipner
Jessica & Craig Smith
Jamie & Jeff Jones
Kristin & Andrew Gipner
Alex & Jonathan Jones
Look at that smile!
JJ & Jessica
Andrew & JJ

Longview Welcomes Jonathan Jones

We are happy to introduce Jonathan Jones as the newest member of the Longview team. He is joining Longview’s Financial Planning Team as an Support Advisor. Jonathan graduated from Jacksonville State University, where he studied business finance.

Out of the office, Jonathan enjoys spending most of his time with his wife, Alex. Together they enjoy traveling, attending professional sporting events, trying new foods, and being involved with their church. In his free time, Jonathan enjoys playing golf, working out, and umpiring youth league baseball games.

Jeff Jones Named to NAPFA National Board

Longview Financial Advisors is pleased to announce that Jeff Jones has been named to the National Association of Personal Financial Advisors (NAPFA) National Board.

NAPFA is the country’s leading professional organization of Fee-Only financial advisors – highly trained professionals who are committed to working in the best interest of those they serve in a fiduciary manner. NAPFA has developed high standards in the field and each advisor signs and renews a Fiduciary Oath every year. The association provides support and education to practitioners all over the country and is governed by the NAPFA Board of Directors and four Region Boards.

Longview congratulates Jeff for his leadership in the Fee-Only industry.

Longview Welcomes Chad Odell

We are happy to introduce Chad Odell as the newest member of the Longview team. He is joining Longview’s Investment Management Team as an Investment Analyst. Chad will work closely with the team to conduct in-depth market research, develop investment recommendations, and implement client portfolios. He earned his Bachelor’s degree in Finance from the University of Alabama in Huntsville.

Chad is a U.S. Army veteran and enjoys spending time with his wife, Tyla, and their two boys, Noah and Isaiah. Chad is very involved at his church, and on the off chance he can find some free time, he enjoys getting out on the golf course.

Austin Bound

Jeff, Jessica, and JJ are headed to one of the South’s coolest cities, Austin, TX, where one of their most popular slogans is “Keep Austin Weird.” Austin is home to Austin City Limits, the SXSW Conference, the Texas State Capital, the University of Texas, and now the 2019 NAPFA Spring National Conference.

We are also proud to recognize Jessica Hovis Smith as the Chair for this year’s NAPFA Spring National Conference. Jessica and her team have prepared a fantastic educational line-up packed with over 70 hours of continuing education from which to choose. The conference will host over 400 people over the course of the week.

“Members of the National Association of Personal Financial Advisors (NAPFA) who have met all necessary requirements of membership have earned the right to call themselves NAPFA-Registered Financial Advisors. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical financial advisors. It’s all about putting you, the consumer, first. NAPFA-Registered Financial Advisors are fiduciaries – at all times – for their clients.

NAPFA insists that every NAPFA-Registered Financial Advisor meet the highest competency standards. All NAPFA-Registered Financial Advisors must:

  • Meet stiff credentialing and educational requirements
  • Be primarily engaged as holistic financial advisors (rather than merely investment or tax advisors)
  • Meet the most rigorous continuing education requirements in the industry
  • Submit to outside professional review, to ensure that they do not have the conflicts of interest that commissions bring.”

NAPFA-Registered Financial Advisors are required to submit 60 hours of continuing education every two year. That’s twice the requirement of the 30 hours required by the CFP Board to serve as a CERTIFIED FINANCIA PLANNER™ Professional.

NAPFA’s two annual national conferences, along with their regional symposia, offer advisors opportunities to expand their knowledge, network with peers, and share stories and ideas about how to serve you better.

Read more about what’s different about a NAPFA-Registered Financial Advisor at NAPFA.org.

Andrew Gipner Named Leadership Greater Huntsville Connect 22 Chair

We are proud to announce that Andrew has been selected as Chair for Leadership Greater Huntsville’s upcoming Connect 22.

Longview has long been a supporter of Leadership Greater Huntsville. Jeff Cedarholm is a graduate of Leadership’s Focus program. Andrew Gipner is a graduate of Connect 17 and has continued to volunteer with Connect 18 through 21, serving as co-chair for class 21. Jeff Jones is a graduate of Connect 19 and continued to volunteer with Connect 20 and 21.

Andrew and the Connect 21 team.

Connect 21

Leadership is a nationwide program born out of the late 1960s. In 1987, the Chamber of Commerce Foundation of Huntsville/Madison County created Leadership 2000, whose purpose was to develop current and future leaders in the community. In the 1990s, a board of directors was established, and by the mid-1990s the first part-time director and dedicated staff was hired. Today, Leadership’s five unique programs are led by President and CEO Lyndsay Ferguson along with the support of five staff members. Their vision is clear:

An inclusive community of enlightened and engaged servant leaders.

Happy New Year 2019

Happy New Year!

As we begin a new year, we would like to thank you. Thank you for sharing your lives and your stories with us over the last year. Some of you celebrated – adding to your family, retiring, or moving to a new home. Some of you have mourned – losing loved ones, going through a divorce, or struggling with health issues. Thank you for allowing us to be a part of your lives. We value the opportunity to share these moments with you.

We’d also like to thank you for helping us hit big milestones in our company in 2018. We were able to exceed our growth goals to pull out our biggest year in the history of our company, and we increased our community partner financial support and donated more volunteer time in our communities than ever before.

Here are a few other highlights:

In January, Lauren Cooper completed the process to become an Investment Advisor Representative (IAR) at Longview.

In February, Longview received the Compass Award from the Community Foundation of Greater Huntsville “in recognition of your expertise and commitment to improving the quality of life in our community through philanthropy.”

March was an eventful month. Jeff Jones was asked to become a regular contributor to US News & World Report. Wes Johnson received the Certified Investment Management Analyst (CIMA®) designation. Debbie Wright celebrated her 10th year at Longview.

Not to be outdone, Jeff Cedarholm completed the Certified Investment Management Analyst (CIMA®) designation in April. We also attended Kids to Love’s Denim & Diamonds event in support of Davidson Farms home for girls.

In June, Jessica Smith was named on InvestmentNews’ 2018 40 Under 40 list and joined the Board of Directors at the Community Foundation of Greater Huntsville.

In July, Andrew Gipner was named as Leadership of Huntsville’s Connect Class 21 Co-Chair.

In August, we teamed up with Rocket City SGO to help them host their Back to School Bash, a fun back to school party for their scholarship winners.

September was an eventful month. We attended the ELM Foundation’s Little Miracles Luncheon, the Community Foundation’s Summit on Philanthropy, and the 1st Annual Rockin’ for Rett Huntsville Dinner hosted by Girl Power 2 Cure. Jessica dressed up like Spidey to go “Over the Edge” to fundraise for Kids to Love, repelling 160ft down the Regions building in downtown Huntsville.  Jeff Jones was named as Chair of the South Region of the National Association of Personal Financial Advisors.

In October, we hosted an open house at our Huntsville office. You helped us collect 145lbs of food for the North Alabama Food Pantry!

In November, we had a great turnout for our open house at our Gadsden office. We also enjoyed attending and sponsoring the HudsonAlpha Tie the Ribbons event.

In December, we celebrated together at our annual team holiday party.

In addition to the community partners mentioned before, we continued our annual support of the United Way of Etowah County.

Thank you for the pleasure to call you our friends. We look forward to serving you in 2019! Best wishes for a spectacular year!


© Longview Financial Advisors, Inc.
Disclosures | Privacy Policy

Site development by Red Sage Communications, Inc.