I provide administrative and operational support to The Benton Wealth Management Team.
Some of my bigger responsibilities are in the areas of account administration, account documentation and compliance, preparation of client presentations or proposals and account reviews, input and follow-up on client orders and inquiries, client communications, marketing coordination and implementation, and some database upkeep.
I hold the Series 7, 6, 63 and 65 FINRA registrations and Nebraska insurance licenses for life, variable and fixed contracts, health and property casualty.
My educational background includes Nebraska Wesleyan University (Lincoln, Nebraska), having earned a Bachelor of Science degree in business administration with emphasis in finance.
Outside of the office, I enjoy travel (domestic and especially overseas destinations) and conceiving new culinary creations.