As a Senior Financial Representative, Connie began her career in the financial services industry in 1980 after having been the Executive Director of the Oregon Dental Association and the Western Dental Association/Los Angeles for eleven years. She found that dentists who had disabilities, or families dealing with the death of a dentist spouse, had hugely different experiences whether insurance programs were fully funded or not, and she wanted to make a difference.

Also, retirement funding and investments for retirement were clearly essential components to the success of a dentist’s retirement planning. She began working with individuals and other small to medium-sized business owners to help them implement those same principles for safety and prosperity during working life and retirement life.

Degrees/Designations/Licenses:

• BBA - University of Washington
• Post-graduate studies - University of Southern California
• Post-graduate studies - Oxford University, England
• CERTIFIED FINANCIAL PLANNER™ certificant
• LUTCF - Life Underwriter Training Council Fellow
• CLU® - Chartered Life Underwriter
• RHU - Registered Health Underwriter
• Life/Health/Disability/Long Term Care insurance licenses
• Series 6 - FINRA investment company/variable contracts limited representative
• Series 63 - FINRA uniform securities state law exam
• Investment Adviser Representative in the state of Oregon and Texas