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United Kingdom
Work Background
Inherent strategic planningRetirement Plan Specialist
Jan. 2026Menasha, Wisconsin, United StatesI help individuals, families, and business owners protect what matters most while building a strong financial future. Through a consultative and education-focused approach, I specialize in designing customized strategies that align with each client’s goals, risk tolerance, and long-term vision. Areas of Focus:
• Life Insurance (Term, Whole Life, Indexed Universal Life)
• Health Insurance Solutions
• Annuities (Fixed, Indexed, Retirement Income Planning)
• Critical Illness & Disability Protection
• Retirement Planning & Income Strategies
• Wealth Protection & Legacy Planning I am committed to simplifying complex financial concepts and helping clients make confident, informed decisions. My goal is to build long-term relationships by delivering personalized service, integrity, and solutions that evolve as life changes. What I Bring to Clients:
✔ Personalized financial protection strategies
✔ Retirement income planning & wealth preservation
✔ Tax-advantaged planning opportunities
✔ Risk management & asset protection
✔ Ongoing service and long-term partnership
Symmetry Financial GroupInsurance Specialist
Sep. 2025United StatesAs a dedicated Insurance Specialist, I specialize in helping clients secure their financial future through tailored life insurance solutions. With a passion for providing comprehensive support, I also assist clients with referrals for auto and home insurance, ensuring well-rounded protection for all their needs. Additionally, I offer expertise in home security systems, helping clients safeguard their homes while enhancing their peace of mind. Key Responsibilities:
 Assess client needs and recommend appropriate life insurance products.
 Provide referrals and guidance for auto and home insurance options.
 Educate clients about effective home security solutions.
 Build and maintain strong, trust-based client relationships.
 Stay current with industry trends and regulatory changes to deliver accurate and relevant solutions. With a strong focus on customer service and a commitment to continual learning, I strive to empower clients to make informed decisions that protect their families and assets.
TammypaiddailyEducator
Apr. 2024 - Mar. 2025United StatesNo more living paycheck to paycheck. Passive income 24/7 working 2 hours a day. Educating others to do the same.
Optavia Team ConradtGlobal Director
Nov. 2019 - Apr. 2024United Stateshttps://form.jotform.com/Goalcrusher233/Totaltransition-health-form
HOPE FOR HEALTH FOR LICEO
Nov. 2019 - Feb. 2022HOMEHOME
Magic Touch Cleaning Services, Inc.Business Owner
Aug. 2017 - Nov. 2019Shiocton, WIResidential cleaning with environmental friendly products. Freeing up your busy schedule to do the things you enjoy, because your family and sanity deserve it! Call for a free estimate! Weekly, bi-weekly or monthly cleaning. Move in, move out and starting new construction clean up. 920-660-0680
Bay Motor TransportRecruiter
Sep. 2015 - Jul. 20161200 Ashwaubenon St Green Bay, WI 54304Establish social marketing networks, update website to allow for easy access to online applications, do outside marketing to entice new candidates to apply for driving positions. We are looking for both company drivers and owner operators to haul containers to the rail yards in Chicago. Most of our customers are located central and eastern half of WI (and a few in the UP).
Schneider NationalRecruiter
Mar. 2013 - Sep. 2015911 Glory Rd Green Bay, WI 54304
Self-employedSocial Media Marketing Specialist
Nov. 2009 - Sep. 2025Remote
Magic Touch MassageMassage Therapist
Dec. 2003 - Nov. 2019Shiocton, Wisconsin
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