Mary Beseke, CFP® Series 7 and 63. Life and Health insurance licensed
in several states.
Mary is a Certified Financial Planner ™ (CFP®) with over twenty-five years
experience in the financial industry. She is a current member of the
Financial Planning Association (FPA). She has worked for over 16 years as
an independent financial consultant/VP with United Brokerage Services, which is
independently owned and operated. This allows her to gain access to
multiple companies and investment options available in the
marketplace to achieve her clients’ and financial advisors'
objectives.
She is a well-known speaker and educator in the Retirement and Estate
Planning markets.Her Workshops
have been widely attended nationally by Retirees, Financial Planners, Attorneys
and Certified Public Accountants.Mary has saved her clients thousands of dollars annually in the event of
catastrophic illness, helped people cut their income taxes, reduce tax on their
social security, lower their estate taxes and protect their estates. Among
others her client base includes individual clients, attorneys, accountants,
investment advisors and representatives.
Rachelle Nelko Series 6, 63, 26, 65 and
51. Life and Health insurance licensed in several
states. Rachelle is a Vice President of United Brokerage Services and an OSJ
Branch Manager for Lincoln Investment Planning, a national
broker/dealer.She has been with
United Brokerage Services for over 20 years.She received her BA degree from the
University of St. Thomas in 1992 and continued with her education by obtaining
her insurance license in 1994 and a year later successfully passing her
securities exams.
She
has done extensive work in the marketing development and design area of United
Brokerage Services. Rachelle
assists financial professionals on product training, case development,
continuously educating them on updated law changes and developing sales
strategies to assist them in growing their client base.In addition, she works with many of her
own clients’ to help them obtain their financial
goals.
