Heather Lindsley
Financial Advisor at Guided Path Financial Services & Retirement Planning
- Role
- Registered Representative at Woodmen Financial Resources
- Location
- Green Bay, WI, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Heather Lindsley
Your hopes and dreams are my priority. Whether you want to protect your family with life…
Experience
Registered Representative
Jun 2013 — Present · Green Bay, WI, US
Education
Northeast Wisconsin Technical College
Associates, Accounting
1989 — 1991
Skills
- 529 Plans
- Long-Term Care
- Personal Financial Planning
- Medicare Part D
- 401k Rollovers
- College Savings Plans
- Charitable Giving
- Medicare Advantage
- Roth Ira
- Whole Life
- Disability Insurance
- Fixed Annuities
- Social Security
- Traditional Ira
- Retirement Planning
- Retirement Income Strategies
- Equity Indexed Annuities
- Retirement Solutions
- Long Term Care Insurance
- Term Life Insurance
- Retirement Savings
- Health Insurance
- Life Insurance
- Medicare Supplements
- Company Benefits
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