I am a Client Service Specialist at Straight Arrow Financial Group. I play an active role in streamlining business operations, resolving problems and most importantly, ensuring your needs are consistently met. I work with our clients who are transitioning from employer group health insurance to individual health insurance - both Medicare and health care options before Medicare. Having someone with an understanding of health care can bring peace of mind to retirees and I strive to make it as painless as possible for you.
After spending some time at home to raise children, I have been in the industry since August of 2012. I have a Bachelor of Science in Business Administration with an emphasis in Finance and Marketing from Marquette University. In 2013, I completed my Series 7 License (held through LPL), Series 66 license (held through Independent Advisor Alliance) and Life, Health & Variable Insurance Agent license.
I live in Brookfield with my family. I may be known as the mother of the office, which is just fine with me since my youngest is now away at college. Away from the office, I enjoy walking my dog, cooking, and spending time with family and friends.
I am grateful we get to work with people who become our friends and family just like you. It is my privilege to walk with you on life’s journey; finding ways to do more of what you love and less of what you don’t love.