Independent Financial Advisor and Wisconsin Life Insurance Intermediary with over 19 years of professional experience in both the public and private sectors. Strategic visionary with sound decision making skills, innate ability to conceptualize, structure, implement and manage financial arrangements. Participatory approach to teamwork, and enlightened leadership to promote a positive environment for embracing and promoting a productive working relationship. Professional leader with the ability to work with Accountants, Attorneys and Trusted Advisors, to develop positive relationships geared towards
successful outcomes. Having past professional service experience in working with business clients to establish health benefit and retirement plans has provided many vital and beneficial outcomes. By utilizing proven planning tools and financial instruments with a proven ability to develop new ideas and generate results. Exceptional ability in dealing with people by proposing, developing and implementing successful, efficient financial strategies. Excellent track record of leadership in non- profit and philanthropic sectors. Background includes working with private clients, non-profit organizations, board of directors and advisors. Strong interpersonal, leadership, communication, and software skills.
Central Financial Services/Cetera Advisor Networks LLC
- 2001 – Present: Independent Financial Advisor (Investment Advisor Representative); Responsible for all
aspects of financial services, insurance sales, investment advisor and financial and estate planning.
- Charities and Foundations to implement Planned Giving strategies. A past Planned Giving volunteer
for the State of Wisconsin March of Dimes Board of Directors. Past Member of Philanthropy
International Advanced Planning network. Published case study in their professional newsletter.
Former author/contributor of an advanced planning article in the monthly Wisconsin Lions Club
Licensed Funeral Director/Embalmer
- 1980 – 2001: Staff Director, Manager, and Funeral Home owner over a 20+ year career. Exceptional
Director known for caring concern for clients while developing strong and lasting client/family
Associate Degree Mortuary Science; Milwaukee Area Technical College 1977-1980
Life and Health Insurance/ Series 6 & 63 Securities Registrations 2001
Dearborn Institute; Wauwatosa, Wisconsin
Heartland Institute of Financial Education; Aurora, Colorado
Philanthropy International; Claremont, California
Advisory Securities Series 65 2006