Working towards LIFELONG FINANCIAL SECURITY for every customer. Licenses: ► Series 7 – General Securities Representative ● allows the holder to sell all types of securities ► Series 63 – Uniform State Law ● allows the holder to solicit orders for any type of security in a particular state ► Series 65 – Investment Advisor Representative license ● allows for fee based financial planning with clients. Up to the client if they prefer to work this way. ► Health & Life Insurance Awards & Achievements: ► Money Concepts International 2009 Special Honor Clubs Award - Millionaires Club - Century Club - Professionals Club - Eagles Club► Money Concepts International 2008 Special Honor Clubs Award - Millionaires Club - Century Club - Professionals Club - Eagles Club ► Money Concepts International 2007 Special Honor Clubs Award - Millionaires Club - Century Club - Professionals Club - Eagles Club ► Money Concepts International 2006 Special Honor Clubs Award - Millionaires Club - Professionals Club - Eagles Club ► Hartford Member of The Leadership Council 2009 ► Hartford Funds/Planco Member of The Monarch Society 2006, 2007, 2008 ► Mauston Chamber of Commerce Board of Directors 2006-present ► American Funds All-American Team 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007 - program ended in 2007 ► M&I Corporation's Annual #1 Producing Investment Representative
► Pacific Life Advisory Council 2004, 2005, 2006, 2007 ► M&I Critical Linkages Award 2004 ► M&I President’s Award ► Hartford Leadership Council 2001, 2002, 2003, 2004 ► Hartford Leadership Society 2003 ► Nationwide Circle of Excellence 2003 ► Mauston Area Chamber of Commerce Board of Directors 2000-2003 ► Bachelor of Business Administration (Finance & Marketing double major)
Community Involvement: ► Adopt a Highway - Highway 58 North of Mauston ► Juneau County EAA Chapter 1365 ► Kiwanis Club ► Madison Area Builders Association (MABA) ► Mauston Area Chamber of Commerce ► Adams/Friendship Area Chamber of Commerce ► New Lisbon Area Chamber of Commerce ► Lodi Area Chamber of Commerce ► Wisconsin Dells Area Visitor & Convention Bureau |