
Timeline
About me
Sr Client Relationship Manager - Retirement Plans
Education

Series 7, 63, 65. life & health license
-
University of nebraska at omaha
2000 - 2003Bs communication, marketing, journalism
Experience

Principal financial group
Nov 2006 - Feb 2016Sales Representative - Retirement Services - Kansas City Region
Aug 2013 - Feb 2016Internal Wholesaler - Retirement Services
Aug 2012 - Aug 2013Sr Retirement Sales Specialist
Jan 2011 - Aug 2012Marketing Assistant
Nov 2006 - Jan 2011

Empower retirement
Feb 2016 - May 2018Relationship manager
Principal financial group
May 2018 - Dec 2019Relationship manager
Insource financial advisors
Dec 2019 - Sept 2021Director of retirement plansEmployer-sponsored retirement plan, investment, and financial planning consultant.

Qualified plan advisors
Sept 2021 - Jun 2024Retirement plan consultant
Usi consulting group
Jun 2024 - nowSr client relationship manager
Licenses & Certifications
.webp)
Accredited investment fiduciary (aif)
Fi360 (now broadridge)Jan 2022.webp)
Certified retirement counselor (crc)
International foundation for retirement education (infre)Mar 2021
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