Chelsea Roy

Managing Director - Group Benefits

Role: Managing Director - Group Benefits at Wheeler Associates
Location: Duluth, MN, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Managing Director - Group Benefits
Wheeler Associates
Sep 2023 — Present · Duluth, MN, US

Education

University of Wisconsin-Superior
Bachelor of Science (B.S.), Mass Communications
2003 — 2006

Contact information

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Work email
•••••@wheelera.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Wheeler Associates

Financial Services · 50 employees · Founded 1934 · Duluth, Minnesota, United States

We are here to take care of people. To provide them financial progress and protection. To offer them our genuine desire for their financial success. Simply put, we are here so you can live well. So you can be confident in your financial foundation. And so you can look forward to and be prepared for your retirement-We solve rather than sell -We are independent -We plan, implement, and protect -We offer only the plans and products we would use ourselves -We effectively balance work, life, and family -We move clients from wealth creation, to wealth accumulation, to wealth distribution -Most importantly, we put our clients\' interest above our own Disclosures: This communication is strictly intended for individuals residing in the United States. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Review our Terms of Use:

wheelera.com

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Experience

Managing Director - Group Benefits

Education

University of Wisconsin-Superior

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