Background

  • More than 25 years in the financial services industry
  • Over 14 years as an independent financial coach
  • Regular symposiums, seminars and industry meetings to keep up to date on financial concepts, strategies, legislation, marketplace changes, tools and tactics
  • ChFC since 1989 - Chartered Financial Consultant
  • CLU since 1988 - Chartered Life Underwriter
  • Series 7, 63 and 66 licensed. Life, health and disability licensed
  • BA, Luther College

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242, (513) 794-6794
Licensed to sell insurance and annuities in
Minnesota, Wisconsin, Washington and Colorado.

Call today. Gain momentum tomorrow.

Take advantage of your free hour-long consultation and discover what expertise and enthusiasm can mean for your financial future.

Office 651-578-2961 ~ Cell 651-274-5424

info@joangillesfinancialcoach.com

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