What's your idea of financial security?
My Bio and Team
I pride myself on working my hardest each day to provide the best possible service to my clients. Being able to help people is a central part of my life, and I'm happy I can be of service to my community. I also enjoy meeting new people and through one-on-one relationships, I am able to learn how unique each client is.
I started working for COUNTRY Financial because I realized that COUNTRY and I have a lot in common. COUNTRY fits my work ethic and helps me by giving me all the tools I need to create customized solutions for each of my clients.
COUNTRY expects me to be down-to-earth and straightforward with my clients. I value that because I wouldn't communicate any other way. I respect you and your goals and I want you to be able to trust and rely on me to help you with your financial security.
Please feel free to contact me directly by phone or by completing the Contact Me form on my site. I look forward to getting to know you soon!
EXPERIENCE
- Have been with COUNTRY for 21 years
- I have 30+ years of industry experience
LICENSES/CERTIFICATIONS/DESIGNATIONS
- Licensed in AZ , IA , IL , MO and WA
- CERTIFIED FINANCIAL PLANNER professional™
- Chartered Life Underwriter
- Life Underwriters Training Council Fellow
PLACES I HAVE LIVED
- Washington, IL - 1991 - Present (Current)
- Omaha, NE - (Hometown)
FAMILY
- Mark (spouse)
- Justin (kids)
- Cheri, Lorelei, Cyan & Lulu (cats)
COMMUNITY INVOLVEMENT
- Peoria Association of Insurance & Financial Advisors - Past President & National Committee-person
- St. Ambrose University - Instructor
- Arthritis Foundation Board Member
- University High School - Speech & Debate Coach
- Estate Planning Council Board Member
My Team
Service Assistant
