Broker Check
CaSondra L. Gimbi

CaSondra L. Gimbi

Director of Client Services

Joined:

April 2015

10 years of previous industry experience in financial and banking offices.

Industry Credentials:

Series 7
Series 63 
Financial Industries Training (FIT) Certificate though Cambridge Investment Research, Inc.

Specialty:

Operations: CaSondra assists the financial advisors in online account opening, online account access, product research, maintenance of client accounts, updating client records, life insurance and client signing appointments. She also communicates with clients and company representatives to ensure deadlines and client needs are met. 

Licensing: CaSondra maintains all the proper licensing for the advisors.

Get to Know Me:

CaSondra lives in Kiel with her husband, Richard and their five boys. She enjoys watching her boys play sports, camping, volunteering, and cheering on the Packers and Brewers.