Bio
Credentials
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State of Wisconsin Insurance Licenses: Life and Accident & Health
Wisconsin Office of the Commissioner of InsuranceSep, 2014- Apr, 2026 -
State of Minnesota Insurance Licenses: Life and Accident & Health
Minnesota Office of the Commissioner of Insurance
Experience
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Mutual of Omaha
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100 Harborview Plaza, STE C4, La Crosse, WI 54601
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Financial Advisor
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Apr 2015 - Present
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100 Harborview Plaza, STE C4, La Crosse, WI 54601
Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. Insurance Licensed in: WI and MN 2. Disclosure: http://www.mutualofomaha.com/disclosure/ 3. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). 4. Mutual of Omaha Financial Advisors is the marketing name for Mutual of Omaha Investor Services, Inc. 5. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 6. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.
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Finance Management Technician
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Sep 2009 - Sep 2015
-Disburse cash-Customer service-Resolve pay problems-Code pay and entitlements in pay system-Send daily command reports-Train lower enlisted soldiers-Lead squad of 6 soldiers
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Family Financial Group Inc
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Holmen, WI
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Representative
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Oct 2014 - Mar 2015
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Holmen, WI
-Comprehensive financial coaching and advising-Term life insurance-Health insurance-Disability insurance-Long-term care insurance-Budgeting-Retirement planning-Kids' college funding-Investment advising-Debt reduction
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Education
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2009 - 2014University of Wisconsin-La Crosse
Bachelor’s Degree, Finance and Financial Management Services
Suggested Services
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Industry Focus. “Financial Services”
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References
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