Broker Check
Kim Wage

Kim Wage

Senior Wealth Management Assistant

WHAT DO YOU LOVE MOST ABOUT YOUR WORK?

I enjoy the people.  The people I work with and correspond with – clients, co-workers and other contacts within the industry - in all aspects of my job are great!

 

WHAT MOTIVATED YOU TO BECOME A FINANCIAL PROFESSIONAL?

I have always enjoyed working in the insurance industry.  In college I worked as a records clerk.  I learned quickly there are many opportunities to grow and develop in the insurance world and I really enjoy it!

 

WHAT HAS BEEN YOUR BIGGEST SUCCESS IN THE PAST YEAR?

My biggest success is moving to the Wealth Management Team 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 EXCITED ABOUT TODAY? 

Today I am excited because my kids started the school year in school (September 2020).  I am glad they can be back in the classroom setting and learning!

 

WHAT ARE YOU MOST LOOKING FORWARD TO WITH YOUR WORK IN THE YEAR TO COME? 

I started in this role with the wealth management team at the end of 2019.  Every client is unique; every day is different.  I learn something new every day and am looking forward to learning more throughout the year.

 

EDUCATION AND LICENSES

  • Life Insurance License
  • Eastern Illinois University - Bachelor of Arts - Major in Psychology and Minor in Sociology