Frank A. Busalacchi, President
Twenty-four years in the Financial Services industry.
Qualifications:
B.S., University of Wisconsin - Milwaukee
Chartered Life Underwriter (CLU)
Past President, Society of Financial Services Professionals
AIF®, Accredited Investment Fiduciary
Awards:
Frank has been a consistent leader in the industry and has qualified numerous times for the National Quality Award (NQA), National Sales Achievement Award (NSAA), Million Dollar Round Table (MDRT) and twice qualified Top of the Table member.
Member:
Milwaukee Chapter of Society of Financial Service Professionals
CEO Roundtable of Metropolitan Milwaukee Association of Commerce
National Association of Insurance and Financial Advisors
Waukesha Area Chamber of Commerce
----------------------------------------------------------------------------------------------------------
Anna M. Fredrickson, QKA
Twenty-five years experience in the Retirement Plan Administration business.
Qualifications:
Bachelor of Science Degree from the University of Wisconsin - LaCrosse
Qualified 401(k) Administrator Designation through the American Society of Pension Professionals and Actuaries (ASPPA)
Member:
ASPPA Member since 2002
Relius Great Lakes User’s Group Member since 1992
Waukesha Area Chamber of Commerce
----------------------------------------------------------------------------------------------------------
Christine R. Klaus
Sixteen years experience in the Financial Services industry.
Qualifications:
Bachelor of Science Degree from the University of Nebraska - Lincoln
Became Associate Financial Representative to Frank Busalacchi in 1995
Member:
National Association of Insurance and Financial Advisors
Waukesha Area Chamber of Commerce
----------------------------------------------------------------------------------------------------------
Jessica A. Armbruster, QKA
Five years experience in the Retirement Plan Administration business.
Qualifications:
Bachelor of Business Administration Degree from the University of Wisconsin - Milwaukee
Qualified 401(k) Administrator Designation through the American Society of Pension Professionals and Actuaries (ASPPA)
Member:
ASPPA Member since 2004
|
