Bio
Credentials
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2018 NAIFA Quality Award - Financial Advertising and Investments
NAIFASep, 2018- May, 2026 -
Certificate of Achievement in Advanced Asset Allocation and Practice Management
Equitable Institute - Cambridge, MA -
Certificate of Retirement Planning, Financial Planning and Services
University of Pennsylvania - The Wharton School -
Chartered Financial Consultant, ChFC
The American College -
Chartered Life Underwriter, CLU
The American College -
Life Underwriter Training Council Fellow, LUTCF
The Life Underwriter Training Council and The National Association of LIfe Underwriters
Experience
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Equitable Advisors
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Bellevue WA & Kent WA
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Financial Advisor
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Jan 2020 - Present
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Bellevue WA & Kent WA
Gail Hill, The Financial Coach. I help my clients develop a game plan to achieve their goals.Background - Financial Consultant, Helping clients since 1987 - Investment Advisor Representative of Equitable Advisors, LLC* - Member of the Top of the Table, Million Dollar Round Table - Retirement Plan...
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AXA Advisors, LLC
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Bellevue WA & Kent WA - CA Insurance Lic.#0A96712
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Financial Advisor
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Jun 1987 - Jan 2020
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Bellevue WA & Kent WA - CA Insurance Lic.#0...
The Financial Coach. I help my clients develop a game plan to achieve their goals.Background- Financial Consultant, Helping clients since 1987- Investment Advisor Representative of AXA Advisors, LLC.- Member of the Top of the Table, Million Dollar Round Table- Retirement Planning Specialist*- Cer...
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Badgerland Financial
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Madison, Wisconsin Area
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Agricultural Loan Officer
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Jan 1977 - Jun 1987
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Madison, Wisconsin Area
Researching and approving operating and equipment loans for dairy, cattle, and crop farmers in Dane County, Wisconsin.
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Cambridge High School
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Cambridge, Wisconsin
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Teacher
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Aug 1971 - Jan 1977
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Cambridge, Wisconsin
English and French teacher.
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Education
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1967 - 1971University of Wisconsin-Madison
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Equitable Institute
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University of Pennsylvania - The Wharton School
Suggested Services
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References
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