Jana Schoberg, Fic, Fss, Lutcf, Ricp
About Jana Schoberg, Fic, Fss, Lutcf, Ricp
Jana Schoberg is a Financial Representative with expertise in business and personal financial planning. She focuses on creating value for clients through strategies in asset allocation, retirement planning, and leveraging financial opportunities.
Work at Modern Woodmen of America
Jana Schoberg has been a Financial Representative at Modern Woodmen of America since 2008. In this role, she specializes in both business and personal financial planning needs. She provides a range of services, including mutual funds, life insurance, annuities, college education planning, company retirement plans, and employee benefits. Her focus is on creating value and making a positive impact on her clients' lives through effective financial planning. Schoberg emphasizes the importance of leveraging assets to achieve long-term financial success.
Education and Expertise
Jana Schoberg earned her Bachelor's degree in Communication from the University of Wisconsin-Milwaukee, where she studied from 1999 to 2007. Her expertise encompasses asset allocation strategies, retirement planning, and distribution planning. She is dedicated to educational growth and client satisfaction, ensuring that she remains well-informed about the latest financial strategies and tools to better serve her clients.
Background
Before her current position, Jana Schoberg held roles in marketing and recruitment. She worked as a Marketing Coordinator at the American Home Inspectors Training Institute for nine months in 2005-2006. Following that, she served as a Technical Recruiter at Apex Systems for six months in 2006. These experiences contributed to her skill set in communication and client relations, which she applies in her financial planning career.
Achievements
Jana Schoberg is recognized for her commitment to client satisfaction and educational growth in financial planning. She utilizes her knowledge and skills to help clients navigate their financial journeys. Her focus on leveraging financial opportunities has positioned her as a valuable resource for individuals and businesses seeking to enhance their financial well-being.