I am so excited to be a part of EFS Group. I am able to utilize my 20 years as a licensed insurance agent and my Bachelors of Social Work in a way that leaves me happy and feeling accomplished each and every day. Finding a position where I could use my insurance knowledge and develop a genuine rapport with our clients while using my “paperwork” skills has been a blessing. As a previous business owner, I understand the importance of paying attention to detail and that customer service is a priority in order to see growth in the company. I am responsible for the day-to-day back office details, and I help to ensure that clients have a wonderful operational experience. My primary responsibility is to assist advisors by organizing and ensuring proper completion of all paperwork, processing business as well as assisting with client requests. I also process your life insurance and long-term care applications and claims.
I am a Sioux City native, graduate of East High and Briar Cliff University. My husband, David, and I have 4 children, Ronee, Abigail, Alexis and David, 2 beautiful granddaughters and one ornery Jack Russel terrier. My hobbies over the last 23 years have been centered around my children. I’ve been a dance mom, soccer mom, show choir mom, etc. but now I am soon to be an empty nester mom as my son goes off to college this fall. I am not quite sure what I am going to do with myself or my free time but look forward to the new chapter in my life.