Wealth Management Assistant
WHAT DO YOU LOVE MOST ABOUT YOUR WORK? I love being a support person to a team, doing data entry, utilizing technology applications and working with clients.
WHAT HAS BEEN YOUR BIGGEST SUCCESS? Getting my P&C license with scores in the 90’s after studying very hard for it.
HOW DO YOU HELP YOUR CUSTOMERS OVERCOME THEIR CHALLENGES? Working with clients and learning about them, their families etc. helps me to be empathetic to their needs. Getting to know them as a person not just a client makes them feel they can talk to you openly and feel that you care.
WHAT DID YOU WAKE UP HAPPY ABOUT TODAY? I have truly been blessed with a wonderful supportive husband, family and friends. We have a roof over our heads and food on the table. I am so grateful for all that I have been given, good AND bad to learn & grow from.
WHAT ARE YOU MOST LOOKING FORWARD TO WITH YOUR WORK IN THE YEAR TO COME? Can’t wait to soak in as much information as I can about wealth management!
MY FAVORITE MOTTO: "Just keep swimming" from Finding Nemo. No matter what is going on, you just keep moving and you will be OK.
EDUCATION AND LICENSES:
Bachelors in Business Administration from Marian University
State of Wisconsin Property & Casualty License