Senior Wealth Management Assistant
WHAT DO YOU LOVE MOST ABOUT YOUR WORK?
I enjoy the people. The people I work with and talk to everyday – clients, co-workers and other contacts within the industry - in all aspects of my job are great!
WHAT HAS BEEN YOUR BIGGEST SUCCESS?
I started at R&R Insurance in 2018 and my biggest success is moving to the Wealth Management Team (in 2019) and learning all aspects of wealth management. It has been and continues to be a great experience for me!
HOW DO YOU HELP YOUR CUSTOMERS OVERCOME THEIR CHALLENGES?
I always try to listen and understand first. Once I understand the need of the client, I can execute a plan to help him or her.
WHAT DID YOU WAKE UP HAPPY ABOUT TODAY?
I am thankful I am alive and healthy. I am also happy I have a wonderful family and a great job!
WHAT ARE YOU MOST LOOKING FORWARD TO WITH YOUR WORK IN THE YEAR TO COME?
Every client is unique; every day is different. I learn something new every day and am looking forward to learning more throughout the year.
MY FAVORITE MOTTO:
Smile and others will smile with you!
EDUCATION AND LICENSES
- Property, Casualty, Accident, Health and Life Insurance Licenses
- Eastern Illinois University - Bachelor of Arts - Major in Psychology and Minor in Sociology