Experience

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  Newport Group

  • La Crosse, Wisconsin Area

  • Actuarial Consultant

    • Dec 2016 - Present
    • La Crosse, Wisconsin Area

    I work with numerous companies to help them administer their pension plans. My specialty is in defined benefit pension plans where I assist the actuary in calculating participant benefits and providing election paperwork. Annual government reporting and compliance for the plans is also a large part of my duties, in addition to the annual funding calculations.

• 

  Thrivent Financial

  • Financial Associate

    • Feb 2014 - Jan 2017

    I help individuals and families develop a strategy to reach their financial goals and live generous lives. These financial goals could include:• Protecting the family with life insurance• Saving for retirement• Saving for a child’s college education• Charitable giving to their favorite organizations or causesToday, it's common to have multiple financial goals and concerns. That's why I take a broad-based approach to serving members. It's important to understand how different factors can affect your financial picture. I’ll help you analyze your current situation. Develop an in-depth financial program. And help you implement an integrated financial strategy. I can also assist you by providing a product- or issue-based solution, or take a values-based approach to preparing for your financial future.For important disclosure information, visit thrivent.com/social

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  The Newport Group

  • Senior Client Service Manager

    • Jan 1998 - Jan 2014

    I worked with numerous companies to help them administer their pension plans. My specialty was in defined benefit pension plans where I assisted the actuary in calculating participant benefits and providing election paperwork. Annual government reporting and compliance for the plans was also a large part of my duties, in addition to the annual funding calculations.

• 

  Heritage Insurance

  • Claims Adjuster

    • Jan 1995 - Dec 1997

    I reviewed property and casualty insurance claims for coverage and damage amounts. After analyzing and researching the details of the claim a settlement would be reached to conclude the claim. If another party was at fault, I would subrogate to recover damages from the other party or their insurance company.