Category: News

Introducing Emma James Gipner

We are happy to announce the birth of Emma James Gipner to Andrew and Kristin Gipner. Emma was born on Wednesday, November 15th, weighing 6 pounds 5 ounces and measuring 18.5 inches long. Dad and Mom could not be prouder. Congratulations, Andrew and Kristin!

Jeff Jones Named NAPFA South President

Longview is pleased to announce that Jeff Jones has been named as the National Association of Personal Financial Advisors‘ (NAPFA)’s South Region Board President.

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.

Jeff is a CERTIFIED FINANCIAL PLANNER™, Enrolled Agent, and NAPFA Registered Financial Advisors. He is a member of the Community Foundation of Greater Huntsville’s Philanthropic Advisor Network and a member of Leadership of Greater Huntsville’s Connect Class 19. He earned his Masters of Science in Financial Planning from the University of Alabama and his Bachelor of Science in Management of Information Systems from the University of Alabama in Huntsville.

2017 Small Business Awards Business/Professional Services of the Year!

For over 30 years, the Huntsville Madison County Chamber of Commerce has celebrated “individuals and businesses that make a positive impact on our community through their products, services, and outstanding attributes.” The annual Small Business Awards “honors the best of the best small business entrepreneurs, young professionals, non-profits, and executive leadership.”

This year’s black tie optional event was held at the Von Braun Center on Tuesday, August 15th. Longview, nominated alongside a number of fantastic contenders, was named as the 2017 Business/Professional Services of the Year! Jessica Hovis Smith, Longview’s Vice President and Director of Financial Planning, accepted the award on behalf of our company.

We would not have won this award without you, our clients, families, friends, supporters, and partners. We are proud to serve you and are extremely thankful for your continued confidence and support. Below are a few photos from the evening.

Longview Welcomes Lauren Cooper

We are happy to introduce Lauren Cooper as the newest member of the Longview team. Lauren earned her Bachelor’s degree in Accounting in 2010 and her Master’s degree in Financial Planning in 2011, both from the University of Alabama.

Prior to joining Longview, Lauren spent a year as an auditor in the University of Alabama’s Internal Audit Department and spent the past four years as a planning assistant at a financial advisory firm in Nashville. Lauren also recently obtained certification as a CFP® Professional.

A native of Birmingham, Lauren is excited to return to her home state and is joined in Huntsville by her partner, Jenny and their dogs, Allie and Fraggle. Lauren enjoys watching Alabama football, grilling, and spending time with family and friends

Introducing Miles Beckham Smith!

We are happy to announce the birth of Miles Beckham Smith to Jessica and Craig Smith. Miles was born on Sunday, October 2nd at 3:32 pm, weighing 7 pounds 4 ounces and measuring 19 inches long. Mom, Dad, and Miles’ brothers, Landon, could not be more proud. Congratulations, Jessica, Craig, and Landon!

The Community Foundation’s Summit on Philanthropy

As part of our Longview Gives Back program, Longview sponsored the 8th annual Summit on Philanthropy on September 21st at the Jackson Center. The Summit on Philanthropy is the Community Foundation of Huntsville/Madison County’s annual flagship event, and Longview has had the honor of offering sponsorship since its inception.  This year’s event featured Lauren Smith, MD, MPH from Boston, MA where she serves as the Managing Director of FSG, a non-profit 501(c)3 consulting firm supporting leaders in creating large-scale, lasting social change. A hearty congratulations to this year’s Community Philanthropy Award recipients:

  • Jan Smith – Individual award winner
  • Venturi, Inc. – Corporate award winner
  • Kathy and Tony Chan/Pei-Ling Charitable Trust – Family award winner
  • Kingslea Merkel – Unsung Hero award winner

 
We also heard a very moving testimonial from Donna Scifres, a Manna House volunteer, as well as a panel discussion about the New Hope Children’s Clinic.

The Community Foundation of Huntsville/Madison County’s mission is to serve as the trustee of our community’s future, fostering philanthropy and mobilizing partners, while striving for an exceptional quality of life both today and tomorrow. The Community Foundation serves our community in several ways. They work with donors to help introduce them to the many wonderful nonprofits in the community, providing educational resources about nonprofits and how to give in a smart and effective way. They can help donors narrow their focus and create a short list of possible nonprofits to support based on the donor’s goals, interests and gifts. They also facilitate giving by hosting donor advised funds (DAFs), which are giving funds created by donors to assist in their giving goals by offering a way to receive an immediate tax deduction, yet make grants over time. Through donor participation, The Community Foundation has already raised over $18,700,000 of charitable assets and has made grants totaling over $6,600,000, most of which has stayed in the Huntsville/Madison County area.  In addition to working with donors, The Community Foundation also works with nonprofits by serving as a resource for grant making, networking and professional development.

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.

HudsonAlpha Foundation’s 2016 Tie the Ribbons Event

Longview was proud to serve as a Gold sponsor for the HudsonAlpha Foundation’s 2016 Tie the Ribbons event held on Thursday, September 22nd in the Von Braun Center North Hall.

Last year, Tie the Ribbons, which supports breast and ovarian cancer research and awareness, kicked off Information is Power, the Institute’s year-long genetic cancer risk testing initiative. The screening, which is a test for BRCA1 and BRCA2 hereditary forms of breast and ovarian cancer, was free for women born between October 30, 1984 and October 28, 1986, and was available for anyone age 19 and older living in Madison, Limestone, Marshall and Morgan counties for $99. Over 1400 people participated in the initiative and around 40 people discovered they have a change in their DNA related to an increased risk of cancer.

At this year’s event, Phase II was announced. Beginning October 29, 2016, Redstone Federal Credit Union is sponsoring an expansion of the Information is Power initiative which will run through October 28, 2017. During that time, all women AND men in the aforementioned five counties who are 30 years of age can receive the genetic test at no charge! Anyone age 19 or older can also complete the test for $129, which is a greatly reduced cost.

Under the leadership of Richard Myers, PhD, The HudsonAlpha Institute for Biotechnology is at the forefront of breast and ovarian cancer research and genetic community cancer screening. Their team is working hard to speed the research of understanding and solving the problems of these complex cancers. HudsonAlpha connects research-driven discovery, education, genomic medicine, and entrepreneurship into a single enterprise, making it one of the most unique areas for genomic discovery in the country. HudsonAlpha has generated major discoveries that impact disease diagnosis and treatment, created intellectual property, fostered biotechnology companies and expanded the number of biosciences-literate people, many of whom will take their place among the future life sciences workforce. Additionally, HudsonAlpha has created one of the world’s first end-to-end genomic medicine programs to diagnose rare disease. Genomic research, educational outreach, clinical genomics and economic development: each of these mission areas advances the quality of life. Together, they are powerfully synergistic and represent the science of progress at HudsonAlpha.

Jessica, Whitney, & Debbie
Andrew, JJ, & Jeff

Congratulations to Jeff Jones for Completion of the EA Designation

Congratulation to Longview’s own Jeff Jones for earning the IRS Enrolled Agent (EA) designation. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.

The Enrolled Agent designation is earned by passing a three-part comprehensive examination, which covers all aspects of the tax code, and completing the IRS’ application process including a rigorous background check conducted by the IRS. In addition to the stringent testing and application process, the IRS requires enrolled agents complete 72 hours of continuing education, reported every three years, to maintain their Enrolled Agent status.

Jeff’s completing of the designation continues Longview’s dedication to advanced education and continuous improvement.  

Congratulations to Jeff Jones

Jeff was recently selected to serve on NAPFA’s South Region Board. The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee- Only financial advisors – highly trained professionals who are committed to working in the best interests of those they serve- which provides support and education for over 2400 members all over the country. He is also a member of the Philanthropic Advisors Network at the Community Foundation of Huntsville/Madison County and volunteers in the Huntsville community for causes including financial education and empowerment, as well as teaching and working with children and young adults to build character and values.

Congratulations to Andrew Gipner

Andrew was recently selected to serve on the Huntsville Hospital Development Council. In addition to this appointment, Andrew currently serves as the national chair of NAPFA Genesis, the community of next generation advisors that exists to facilitate professional growth, engage future leaders, and ultimately impact the financial planning profession. He is also an executive board member of the Southeastern Rett Syndrome Alliance (SRSA) and continues his involvement in Leadership Huntsville/Madison County’s Connect program.


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