Mary Beseke, CFP®
Series 7 and 63.  Life and Health insurance licensed in several states.

Mary is a Certified Financial Planner ™ (CFP®) with over twenty-five years experience in the financial industry.  She is a current member of the Financial Planning Association (FPA).  She has worked for over 15 years as an independent financial consultant/VP with United Brokerage Services, which is independently owned and operated.  This allows her to gain access to multiple companies and investment options available in the marketplace to achieve her clients’ and financial advisors' objectives. 

 

She is a well-known speaker and educator in the Retirement and Estate Planning markets.  Her Workshops have been widely attended nationally by Retirees, Financial Planners, Attorneys and Certified Public Accountants.  Mary has saved her clients thousands of dollars annually in the event of catastrophic illness, helped people cut their income taxes, reduce tax on their social security, lower their estate taxes and protect their estates. Among others her client base includes individual clients, attorneys, accountants, investment advisors and representatives.  

Rachelle Nelko
Series 6, 63, 26, 65 and 51.  Life and Health insurance licensed in several states.
Rachelle is a Vice President of United Brokerage Services and an OSJ Branch Manager for Great American Advisors ® Inc., a national broker/dealer.  She has been with United Brokerage Services for over 19 years.  She received her BA degree from the University of St. Thomas in 1992 and continued with her education by obtaining her insurance license in 1994 and a year later successfully passing her securities exams. 

She has done extensive work in the marketing development and design area of United Brokerage Services.  Rachelle assists financial professionals on product training, case development, continuously educating them on updated law changes and developing sales strategies to assist them in growing their client base.  In addition, she works with many of her own clients’ to help them obtain their financial goals.