Bio: Hello everyone! A little about me is that I am a mom to 3 great kids first and foremost. I have worked for Ameriprise Financial for just over 8 years!
Bio: I'm an assistant to an advisor at Farm Bureau, I manage onboarding, behind-the-scenes tasks, and personal touches to ensure a great client experience.
Bio: Agent and Financial Advisor with Farm Bureau Financial Services. Married to Justin with two kids, Abby and Wiley. We love sports and the outdoors!
Bio: Pillar 6 VP Insurance & Risk Management { Life | LTC | Small Group | Medicare| DI}
At Pillar6 we deliver comprehensive financial and risk management.
Bio: Business Development Specialist / Executive Assistant at RoseStone Wealth Advisors | Father to a Beautiful Daughter & Husband to the Love of My Life
Bio: Consultant and Strategist with expertise in sustainability and ESG, now pursuing CFP designation with Financial Spyglass to align finance with impact.