Patrice McCann-Koerselman | Modern Woodmen Financial Representative

Patrice McCann-Koerselman

FICF, RICP®, ChFC®, CLU®

Patrice McCann-Koerselman

FICF, RICP®, ChFC®, CLU®

Regional Director

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Patrice McCann-Koerselman
About me

About me

About me

Who I am at and outside of work

My family includes…

my husband, John; daughter, Jessica; and son, Andrew.

I'm a member of…

Saints Ann & Joachim Catholic Church and Fargo-Moorhead-West Fargo Chamber of Commerce.

I'm passionate about…

helping family, friends and our community.

In my free time you'll probably find me…

biking, at the lake, swimming and gardening.

My greatest blessing is…

family, health and helping others become financially secure.

Our team

Our team

Our team

Who & how we serve

Our team includes…

Administrative Assistant Brooke and four representatives.

We serve members in…

North Dakota and northern Minnesota.

We’re passionate about…

helping individuals and businesses develop and implement plans to help them attain their financial goals and dreams. We believe in giving back to the communities we serve and practicing the golden rule.

We focus on…

helping individuals, families and business owners meet their unique financial needs throughout life. We are a full-service financial services provider with a wide range of product offerings, including insurance and investments.

We're unique because…

We’re truly committed to the communities we serve - not only in how we help our members meet their financial needs and goals, but also how we help our local communities and schools through our

Our current career opportunities include…

financial representatives and managing partners.

Community impact

Community impact

Community impact

How we make a difference

We feel it’s important to support the communities we serve because…

we can help people in need and make a difference in the lives of others.

We feel strongly about supporting our communities at a local level. One way we're able to make a positive impact is through Modern Woodmen activities and programs. We especially enjoy:

Matching Fund projects to raise money for those in need.

Our philosophy on volunteering is…

it's more fulfilling to give than to receive.

Current insights

Current insights

Curious about a career as a financial representative? Here’s a glimpse into an average day. · Morning: Kick things off by responding to emails and prepping for member-client meetings. · Midday: Connect with members, build relationships and explore new opportunities through prospecting. · Afternoon: Dive into paperwork, sharpen your skills with training, and stay on top of industry knowledge. · Evening: Follow up with your members to keep plans moving forward and relationships strong. Remember: Everyone’s process is different. As you grow in your career, you’ll find your own rhythm and what works best for you!

Been on the sidelines for a few years? No matter why you took a break – family, growth or new experiences – you haven’t lost your edge. The skills you’ve gained can translate into a successful career as a financial representative. Now’s the perfect time to jump back in and take your shot. Want to learn more? Let’s talk.

Ready to light up your career? As a financial rep, you get to spark change in others’ lives while building a future you’re proud of. If this sounds like something that excites you, then you’d be brilliant on our team! Contact me to learn more.

Thinking about a career in financial services? Here’s a closer look at what it’s really like. What you’ll do: - Help families build a secure future through personalized financial planning – offering solutions like life insurance, retirement accounts, and more. Skills that help you succeed: - Strong communication, critical thinking, a team mindset, and a genuine desire to help others. Why it matters: - You’ll play a key role in helping people reach their goals and protect what matters most. Plus, as part of a fraternal organization, you’ll have opportunities to give back and make a meaningful impact in your community.

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities and advisory services offered through MWA Financial Services Inc., a Registered Investment Adviser and a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell or offer all products or services. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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