Courtney Erickson - Mutual of Omaha
Insurance - Investments - Employee Benefits
Mutual of Omaha has a collaborative, goal based process that allows me to better understand where people are at in relation to where they want to be in terms of their financial goals. By sitting down with people I am able to discover what is most important to them, and what their short, mid, and long range goals are. Together we then come up with a plan to keep them on the correct path to their goals.