Willow Brook Finan Insur Serv

Website Links

Description

Marleen Thudium Born and raised on a Wisconsin Dairy Farm, Marleen began her career as a tax specialist in a national CPA firm in Chicago, Illinois working with closely held businesses on their tax and pension returns. Marleen relocated to San Diego, California in 1987. In 2001 she began working with group health insurance and retirement plans. Marleen holds a California Life Insurance License and a Series 7 & 66 securities license. She is a Chartered Life Underwriter (CLU), a Personal Financial Specialist (PFS) and a Certified Public Accountant (CPA). She is a member of San Diego Association of Health Underwriters (SDAHU), the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CalCPA). Marleen is the President of the San Diego Chapter of CalCPA. She has a business degree from DePaul University in Chicago and volunteers for the Financial Literacy Initiative through CalCPA. Jennifer Brown Prior to joining Willow Brook Insurance Services, Jennifer worked as Operations Manager of a towing company. Since joining Willow Brook Insurance Services, Jennifer has excelled in the efficient management of the firm. She has a current California Life Insurance License and is a current member of the San Diego Association of Health Underwriters. Born and raised in San Diego County, Jennifer competed in the United States Gymnastics Federation in local, state and national competitions for eleven years. Her favorite event was the floor competitions. Jennifer won a number of state awards for her ability. Jennifer later became a girl's gymnastics coach at West Hills High School in Santee, California. Dawn Buckley Born and raised in Eau Claire, Wisconsin, Dawn is trained as a medical secretary. For the last 21 years Dawn has worked in the medical billing office of a physician's group. She and her husband have 2 grown children and spend their summers at their second home in northern Wisconsin. What DO You Need to do to Protect Your Wealth? Our Mission is to assist closely held businesses with the implementation of a cost effective plan of action to protect the health and wealth of employers, their employees and family members.

Products & services

Similar companies nearby