Business Philosphy & Background
Denise believes in people and believes in creating future comfort in retirement. Teach people and they will choose their desired outcome. Denise was born and raised in WI. She has over 30 years in the human services industry.
Areas of Focus
Partnerships with financial professionals including attorneys and tax advisors to guide individuals and family members to plan and implement a financial strategy from savings through IRAs, insurance products or other client specific choices.
Registrations & Designations
- Series 6, 63 & 65
- Licensed in WI to offer: Life, Health, Annuities, Disability and LTC
- NASW (National Associations of Social Workers)
- Interests in gardening, hiking, cooking Tai Chi, traveling and meeting new people