Experience

Catholic Financial Life

• United States
• Insurance
• 100 - 200 Employee

• Financial Advisor

  • May 2014 - Present

  I help my clients protect their families and achieve financial security. I assist them in identifying and prioritizing their goals and develop a financial plan. As a financial advisor, I offer a variety of services including a no cost or obligation financial needs analysis. I provide a full range of financial products that help meet your needs including: Life Insurance- term and permanent, Long Term Care Insurance, Critical Illness Insurance and Fixed Annuities. I help my clients protect their families and achieve financial security. I assist them in identifying and prioritizing their goals and develop a financial plan. As a financial advisor, I offer a variety of services including a no cost or obligation financial needs analysis. I provide a full range of financial products that help meet your needs including: Life Insurance- term and permanent, Long Term Care Insurance, Critical Illness Insurance and Fixed Annuities.



Hartford Savings Bank/Landmark Credit Union

• Hartford WI

• CSR

  • Feb 2003 - Apr 2014

  I assisted our members with their financial transactions, including but not limited to: IRAs, deposits, withdrawals, transfers, and check printing. I met with new and current members to help them with setting up new accounts such as savings, checking, Money Market, CDs, and business accounts. I developed rapport and built relationships with our members delivering trusted competitive financial services and products. I assisted our members with their financial transactions, including but not limited to: IRAs, deposits, withdrawals, transfers, and check printing. I met with new and current members to help them with setting up new accounts such as savings, checking, Money Market, CDs, and business accounts. I developed rapport and built relationships with our members delivering trusted competitive financial services and products.