Okaloosa County BOCC — 2013 meeting #1139 (date undetermined) — Jonathan Tallman — reading text

Application for Membership on Okaloosa RESTORE Advisory Committee Name Jonathan M. Tallman Address 1456 Oakmont Place, Niceville, FL 32578 Resident of Okaloosa County as least 3 years: _X_ Yes No (___City _X_ Unincorporated) Position(s) applying for: Environmental __ League of Cities Business (Chamber) __ Economic/Jobs (EDC) Education Fishing/Seafood _ Tourism A. Education (Degrees, Schools, Continuing Education, etc.): (May include in Resume) See attached resume. B. Work Experience See attached resume. C. List Three Professional References in the Position Applied For with contact info: 1. Reverend Rurel Ausley, Lead Pastor, Niceville United Methodist Church, 850-678-4411 2. Dr. Ty Handy, President, Northwest Florida State College, 850-729-5360, handyt@nwfsc.edu 3. Honorable Randall Wise, Mayor, City of Niceville, 850-678-4551, mayorboggy@niceville.org Page 1 D. Professional Affiliations and Positions Held (Groups, Societies, Boards, etc): See attached resume. E. How much time are you willing to give to this volunteer position? 10 Hrs per week/month F. Why do you want to be a member of the Okaloosa RESTORE Advisory Committee? As a lifelong resident of Okaloosa County, | feel that | can bring a set of young, fresh eyes as well as modern vision that will help direct the future of this county for generations to come. | see the Okaloosa RESTORE Advisory Committee as another opportunity to serve the community that provided me with a great upbringing and ideal location for starting my own business. This committee would allow my financial planning expertise to be fully utilized, and | feel it is a way for me to give back to the community. Being a part of the committee would allow me to learn more about the governmental process and connect with multiple industries and organizations that impact our county, which | believe will make me a better as well as more active and informed citizen. G. If not selected for the ORAC, are you willing to serve on a Working Group? X_ Yes___ No H. | certify that all information in this application is true and accurate. | authorize County staff to verify any information as they deem necessary and to contact the references | have provided. | also understand that this is a voluntary (unpaid) position and that | will serve at the will of the Board of County Commissioners. | further acknowledge that the ORAC falls under the Florida Sunshine Laws (e.g., | cannot discuss ORAC business with other ORAC members outside a public meeting) and Public Records Laws and | will comply with those requirements (ORAC members will be briefed on these requirements by the County Attorney). Name: Jonathan M. Tallman Stenature 7 LZ U, Date 5 /t/A20/3 i Page 2 Jonathan M. Tallman 1456 Oakmont Place, Niceville FL 32578 Business (850)279-6964, Cell (850) 830-4110, Fax (850)424-1290 jtallman@TheTallmanGroup.com Experience The Tallman Group, LLC, Niceville, FL September 201 1-Present Owner/Founder/Financial Advisor Opened financial services company that remains committed to finding the best financial solutions for clients. Develop rapport and relationships with local business professionals and community members to identify financial needs. Solidify clients’ financial plans with an emphasis on their needs for life insurance, disability insurance, long-term care insurance, retirement and educational planning. Assists clients in identifying short-term and long-term financial, personal, and professional goals. Northwestern Mutual Financial Network, Fort Walton Beach, FL Financial Represenative, Fort Walton Beach, FL January 2008-September 2011 Financial Representative Intern, Jacksonville, FL May 2006-December 2007 Education Bachelor of Arts, December 2007 Concentration: Psychology; Communication Flagler College, St. Augustine, FL Associate of Arts, December 2005 Okaloosa-Walton College (now Northwest Florida State College), Niceville, FL High School Diploma, December 2005 Okaloosa-Walton College Collegiate High School, Niceville, FL Community Involvement 33rd Fighter Wing Honorary Commander at Eglin AFB, FL February 2013-Present Niceville United Methodist Church, General Member 1993-Present Adminstrative Board Member 2012-Present Upward Basketball Coach 2009 Friends of Children Everywhere, Board Member 2010-Present The Soul Care Project, Board Member 2010-Present Niceville-Valpariso Rotary Club, General Member 2008-Present Secretary 2011-Present Scholarship Selection Committee Member Community Service Chairman Destin Area Chamber of Commerce, Member Niceville-Valparaiso Chamber of Commer, Member Board Member Collegiate High School at Northwest Florida State College, School Advisory Council Chairman National Association of Insurance and Financial Advisors, Member President, Emerald Coast Association Florida Association of Insurance and Financial Advisors, Member Northwest Florida State College Alumni Group 2009-Present 2008-2010 2008-Present 2008-Present April 2013-Present 2012-Present 2013 2008-Present 2012-Present 2008-Present 2010-Present The Heritage Museum of Northwest Florida Sponosr 2013 Niceville High School Touchdown Club Sponsor 2012 96th Security Forces Honary Commander at Eglin AFB, FL 2010-2011 Niceville PAL Soccer Sponsor 2010 Okaloosa County Sheriffs Office Citizen’s Academy Graduate 2009 Awards and Recognitions Starfish Award, Niceville Valparaiso Chamber of Commerce April 2013 Featured in “40 under 40” in 850 Magazine August/September 2012 Issue National Association of Insurance and Financial Advisors Quality Award 2012 Flagler College Student Government Association Leadership Team Member of the Year 2007 License Information Florida 215 Life, Health & Varriable Annunity Florida License Number P048987 FINRA Series 6 Investment Co and Variable Contracts FINRA Series 63 Uniform Securities Agent State Law Examination