Why I do what I do
Why I do what I do
I believe that everyone should have the opportunity to work with someone who really cares about their family's financial future. I have the knowledge and resources to help, and it is extremely gratifying to do so.
I serve members in…
Kenosha, Racine, and all over Wisconsin. I also work with people in Illinois, Texas, Iowa, Florida, and Georgia.
I can help you plan for life using a variety of tools, including…
life insurance, annuities, mutual funds and variable annuities.
I enjoy working with…
business owners, people who recently changed jobs or careers, individuals near retirement, and anyone who loves and cares about the people in their lives and the legacy they want to leave.
I attended…
UW Parkside. I strongly believe my educational background in art helps me be creative when developing plans for everyone's unique situations. I also believe my educational background in teaching helps me educate people about the importance of planning, and the impact they create for their families. I love to help people understand how powerful this planning is. I've also achieved industry designations (FIC and FSCP) through coursework completed with The American College.
I am very proud of…
the personal and professional growth I've achieved by working with other professionals and the best clients in the world. Continuing to grow each and every year is a testament to the great organization I represent. I'm also proud of the satisfaction my members obtain from the work we've done together.
Before Modern Woodmen, I…
spent my first 17 years out of high school working for Gonnella Baking Company, building lifelong relationships. I began working toward becoming a financial representative in 2011, and I left the bakery to become an area manager for Fox River Foods while still working toward my goal of representing Modern Woodmen of America. I own two rental properties, which I purchased in the early 2000s as part of my retirement plan.
I chose Modern Woodmen because…
I've been a member since I was a child, and my representative approached me when I bought my first house at age 19. My father passed away in 2003 with no life insurance. It was a very difficult time for me and my sister, and I knew then why my own plan was so important. I believe an organization with Modern Woodmen's strength and values is the perfect platform to help as many people as possible begin planning at a young age.
The best part of my career is…
helping people create wealth for their families through our unique individual plans, being active in the community, and building a financial future for my own family.
A favorite moment in my career was when…
I inherited members who were considering cashing in their cash-value life insurance. After explaining the benefits and reassuring them of the importance of the plan they started, they decided to keep the certificates. Roughly six months later, the husband passed away. It would have been a costly mistake if they had cashed the plan in. I help people understand what they have or could have.
Also…
I really enjoy leading Modern Woodmen chapters, a Summit chapter (for those 55 and older) and youth service clubs (members age 16 and younger). Being able to help in the community and see the appreciation from members and guests is a rewarding experience.