I have been in the financial services industry for nearly 20 years. Along the way, I developed a passion for financial planning as the most reliable path to financial security.
As executive officer and vice president of planning and sales, I am responsible for the execution of the company’s comprehensive financial planning approach and sales of its full product suite.
Prior to this role, I served as vice president of market strategy and training, where I was responsible for the development and execution of the company’s key market strategies and launch of its unique retirement planning process.
Since joining the company in 1994, I have had the opportunity to contribute as a leader in a variety of roles, including vice president – wealth management, vice president – investment products, director – strategic planning and consulting, director – annuities, and as relationship manager for the Russell Investment Group.
I hold an MBA from Northwestern University’s Kellogg School of Management. I am on the board of directors for the Northwestern Long Term Care Insurance Company and the advisory board of the American College Retirement Income Center.
I feel it is important for everyone to have a financial plan, so I routinely speak on the topic at industry conferences and client events.
Articles by Rebekah Barsch