As the Case Planner for the America Group, Sally is responsible for assisting with Financial Planning, Case Design and Business Development. She works closely with Advisors to develop customized financial planning analysis and comprehensive strategies that align with client goals and risk tolerance. She particularly enjoys sharing her extended knowledge of Social Security filing strategies to enhance retirement income planning. In addition, she provides training and development sessions for Advisors to facilitate awareness and familiarity of planning techniques and plan formats. Sally is registered through LPL Financial as a Series 7 Registered Representative for Securities and as a Series 66 Investment Advisor Representative.
Prior to joining the America Group team, she worked at The PrivateBank as a Registered Investment Sales Assistant. Her training experience stems from her background in education. After graduating from the University of Iowa with a B.A. in Secondary Education and History, she actually began her career as a Social Studies teacher.