Client Relationship Coordinator
Doreen is a licensed insurance agent who joined the team in 2009. With over a decade of experience, she brings personalized service and demonstrates unsurpassed commitment to our clients as they pursue their personal and financial goals. She is dedicated to providing efficient and timely service.
Responsibilities include assisting our clients through the life insurance, disability income and long term care application and underwriting process, her role has direct impact on the growth of the individual insurance and estate planning segments of our organization. Her work with the insurance carriers’ underwriting teams ensures accuracy and positive results.
Doreen is instrumental in developing a satisfied clientele who will recommend Net Financial Consultants, LLC to other potential clients.
Doreen is married to Dave and they live in Madison, Wisconsin. She enjoys traveling, hiking, camping and discovering new adventures with family and friends.