As a Financial Planning Specialist, I work closely with our advisors to analyze client financial information, build financial plans, create custom content for client appointments, and provide support in creating specific client recommendations. Client recommendations are tailored to their specific situation and range in scope of investment allocation, retirement income strategies, estate planning, federal estate taxation planning, and insurance considerations.Additionally, I support our Investment Team by assisting clients with implementing investment accounts with our firm. Our intention is to provide clients with a seamless transition of their accounts to Heartwood Planning Group. We intentionally are allocating my time in both the Planning and Investment Teams in order to provide the highest client experience.

As a Financial Planning Specialist I am heavily involved in the case preparation and final recommendations provided to our clients. I liason with the advisor and other internal teams to help create the documents and analysis that will be presented to the client. Northwestern Mutual products oftentimes are involved but my previous industry experience allows me to help our advisors identify when carriers other than Northwestern Mutual could provide a better solution to our client's specific situation.I help our advisors consider the insurance needs of our clients as well as the investment needs and solutions available. A great deal of time is spent creating investment proposals, analyzing investment accounts with proprietary and third party software and then considering what course(s) of action would be most appropriate for our clients to take. This aspect of my role also involves the back-office tasks of opening new accounts and servicing existing accounts. In addition to all of this, I also get to spend time training our advisors. Mostly, this is happening with our newer advisors and their team members in the office. This takes place in group settings as well as one-on-one training sessions over the duration of three to six months.

As a Life Marketing Consultant at Ash Brokerage, I am responsible for facilitating conversations around life insurance and planning solutions to financial advisors and planners. Our approach is to focus on customization to make sure the design fits both the client's need and budget, which could include term, whole life, universal life, and variable products for fully-underwritten, simplified and guaranteed issued plans. We also focus on building relationships with an advisor to help maximize the impact the Life Marketing Department can have on their practice. - Consultative Sales Expertise - Customized life insurance strategies - Break complex topics into easy to understand concepts

As a Relationship Manager at Ash Brokerage, I am responsible for facilitating conversations around insurance and planning solutions to financial advisors and planners. Our approach is to focus on customization to make sure the design fits both the client's need and budget, which could include term, whole life, universal life, and variable products for fully-underwritten, simplified and guaranteed issued plans. We also help provide solutions that include annuities, long term care, and disability income planning. We focus on building relationships with an advisor to help maximize the impact Ash Brokerage can have on their practice. Ash Brokerage’s team of more than 300 industry experts are committed to investigating, analyzing and comparing products and sales concepts to ensure the advisor has all the right solutions. We provide advisors with hands-on expertise as well as an unbiased and objective analysis of their clients’ insurance needs. Helping advisors choose what options best fit their client needs looking at all potential options. I help all advisors involved in the life isurance process to have peace of mind and confidence in the decision to obtain life insurance coverage.

As a College Unit Director I balanced my time in two areas. The main focus was to recruit college representatives to Northwestern's nationally ranked, Top 10 in the nation, college internship. After recruiting and hiring them, it was my responsibility to train and coach them to have a successful experience in their internship with the goal that they would join Northwestern Mutual full-time upon graduation. The internship focused on giving them the tools to be successful and at the same time gave them the experience of a full-time financial services representative. When I was not coaching college representatives I focused on building my own financial services practice. My clients needs ranged from Risk Managment planning (life insurance, disability insurance, long-term care insurance), Investment planning (retirement, college funding, other short to mid-term goals) and Estate planning. I specifically focused on working with farmers and clients that had children with special needs. I have a strong passion to make sure that parents with children with special needs understand the importance of planning and how to best protect and provide for their children if they were to become unable to. While at Northwestern I achieved the Pacesetter First 40 and Pacesetter Second 60 awards which distinguished me in the top 2% of new financial representatives in the company.

As a Personal Banker at Wells Fargo I assisted bank clients by conducting financial reviews to determine how Wells Fargo could better serve them and help them to achieve their goals. I made it a high priority provide excellent service and recommendations based upon their needs and goals.