Position:
President at Coordinated Financial Group, Owner at Coordinated Financial Group, General Agency at Ameritas
Work:
Coordinated Financial Group
since Feb 1990
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President
Coordinated Financial Group
since Mar 1990
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Owner
Ameritas
- Austin, TX since Sep 2011
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General Agency
OneAmerica
May 2001 - Sep 2011
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General Agent
AmerUs Group
Jun 1987 - May 2001
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General Agent
AmerUs Group
- Des Moines, Iowa Sep 1985 - Jun 1987
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Regional VP
The Ohio National Financial Group
- Omaha, Nebraska Jun 1984 - Sep 1985
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Regional Director
Lincoln Financial Group
- Kalamazoo, Michigan Feb 1974 - Jun 1984
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Agency VP
Education:
Western Michigan University 1972 - 1977
Skills:
Insurance, Investments, Financial Planning, Disability Insurance, Long Term Care, Retirement, Annuities, Term Life Insurance, Whole Life, Estate Planning, Retirement Planning, 401k, Annuity, Insurance Planning, Fixed Annuities, Long-term Care, Series 63, Series 6, Accident, Brokers, Universal Life, Property & Casualty Insurance, Long Term Care Insurance, Critical Illness, Mutual Funds, Roth IRA, Umbrella Insurance, Life Insurance, Strategic Financial Planning, Dentistry, Employee Benefits, Underwriting, Variable Annuities, Health Insurance, Financial Services, Defined Benefit, FINRA, Small Business, Agents, Series 7, Financial Advisory, Pensions, Financial Planners, Wealth, Health Savings Accounts, Commercial Insurance, Retirement Plan Consulting, Wealth Accumulation, Investment Advisory, Securities