Estimated Read Time: 3-4 Minutes If you itemize, you should note the reduced medical deduction threshold for 2018. This year, you can deduct qualified medical expenses exceeding 7.5% of your adjust…[Read More]
Investment Advisor Representative
Connie began in the investment industry in 2000 and joined the Values First team in 2010. She previously served as a Registered Representative with Zahorik Financial Services for over nine years and consistently achieved President’s Cabinet status. Connie has specialized in group retirement plans and has expertise in working with plan administrators as well as the employees in the plans. She has an excellent reputation for assisting employers in meeting and exceeding their expectations when it comes to the administration, documentation, and communication with their employees. She has also been very successful with the employees in assisting them with their companies’ retirement plans as well as many other areas of their personal financial planning needs such as college savings, life, disability, and long term care insurance, non qualified investments, ROTH and traditional IRAs, and more. Connie served approximately 450 families and is committed to helping her clients achieve their financial goals and objectives through a value oriented approach.
Connie and her husband, Chris, married in 1998 and have two children, William and Samual. She serves on the board of directors and chairs the fundraising committee at Advise and Aid, a crisis pregnancy center, and also enjoys volunteering with the youth at her church.