Why I do what I do
Why I do what I do
I believe everyone deserves the opportunity to work with someone who really cares about their family's financial future. I have the knowledge and resources to help them, and it is extremely gratifying to do so.
I serve members in…
Wisconsin and several other states. With virtual meetings, there are very few limitations.
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 nearing retirement and anyone who loves and cares about the people in their lives and wants to leave a legacy.
I attended…
the University of Wisconsin Parkside. My background in art education helps me be creative to develop a plan for each person’s unique situation. My background in teaching helps me educate people about the importance of planning and making an impact for their family. I love to help people understand how powerful 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 members in the world! Continuing to grow each year is a testament to the great organization I represent. I'm also proud of how satisfied my members are with the work we’ve done together.
Before Modern Woodmen, I…
worked for 17 years at Gonnella Baking Company, building lifelong relationships. I began working toward becoming a financial representative in 2011. 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 also 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. My representative first approached me about a career 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 my sister and me. 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 individualized 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 their plan, 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 in the plan. I help people understand what they have or could have.
Also…
I really enjoy leading multiple Modern Woodmen chapters, a Summit chapter (ages 55 and older) and youth service clubs (ages 16 and younger). Helping in the community and seeing the appreciation from members and guests is very rewarding.