Position:
Financial Advisor at WealthPlanners & Creative Benefit Strategies, LLC
Work:
WealthPlanners & Creative Benefit Strategies, LLC
since Jul 2011
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Financial Advisor
The Heartland Group
Oct 2010 - Jun 2011
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Financial Advisor
CIFmarketplace
Oct 2009 - Oct 2010
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Sales Consultant
The Newport Group
Aug 2006 - Nov 2008
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Regional Director
Blue Prairie Group
May 2005 - May 2006
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Senior Consultant
Wachovia
Nov 1999 - May 2005
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Regional Vice President
Scudder Investments
Oct 1993 - Nov 1999
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Regional Director
Education:
Saint Mary's University of Minnesota 1986 - 2000
BA, Marketing
Skills:
Employee Benefits, Retirement, Retirement Planning, 401k, Financial Planning, Defined Benefit, Strategic Financial Planning