Graduated with Honors from CUChicago with a BA in English

My job entails taking care of clients and making sure you feel well taken care of from the beginning to the end. I specialize in event planning and social media management, but prioritize setting & following up with appointments.

Specializations:

• Life insurance
• Extended Care
• Retirement planning
• Retirement income planning
• Legacy planning

Education and Accomplishments:

• Masters Degree, Administration, Concordia University, Chicago, IL
• FINRA Series 6: Investment Company / Variable
• Life & Health Insurance Licenses
• FINRA Series 63: Uniform Securities Agent
• B.A. Elementary Education, Wartburg College, Waverly Iowa
• FINRA Series 65: Uniform Investment Advisor
• 29 years teaching and school administration