Bio
Credentials
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Certified Financial Planner (CFP)
Certified Financial Planning Board of Standards, Inc.Sep, 2012- May, 2026 -
Certified Life Underwriter (CLU)
The American College of Financial Services -
Chartered Financial Consultant (ChFC)
The American College of Financial Services -
Registered Health Underwriter
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Retirement Planning Specialist
Wharton School, University of Pennsylvania
Experience
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President
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LifeCircle
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Beloit, Wisconsin
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President
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Jan 1978 - Present
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Beloit, Wisconsin
CA Insurance License #0B78518Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuit...
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Harlem School District
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Loves Park, Illinois
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School Social Worker
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1975 - 1978
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Loves Park, Illinois
Provided school social work services to all grade levels and special education departments.
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Rock County
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Rock County, Wisconsin
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Juvenile Probation Officer
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1966 - 1968
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Rock County, Wisconsin
Juvenile probation officer for girls from Beloit, Wisconsin and surrounding areas.
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Education
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University of Wisconsin-Madison
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Beloit College
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