Allow us to take a moment and introduce you to our staff at Optimum Financial. Here you can learn a little bit more about us, our experience, and us as people.
Optimum Financial was started with the goal of truly helping to educate and create the best planning for our clients. We want our clients to achieve the best success to fulfill their goals and wishes throughout their lives.
I have been working in the Financial Services arena for over 19 years and am proud to adhere to the highest professional ethics and dedicated service.
It has been an honor to work with the clients that we have been able to help, and also the wonderful team that has been created in order to help our clients. One thing I believe is that Life is a learning experience, and we will continue to learn and add to our experience in order to be the best at what we do.
- A degree in Business Management from Franklin Pierce College
- A degree in Financial Management from Franklin Pierce College
- LUTCF Designation (Life Underwriter Training Council)
- Independent Investment Advisor Representative
- Independent Insurance Broker
- Independent Securities Broker
- Cash for Life Strategies Mentor
- Member the Academy for Fiscal Excellence
Five Star Professional Award for 2011: Best of New Hampshire Wealth Manager
Benefits and Financial Representitive
Frank joined the Optimum Financial team having previously worked in Sales and Customer Service with a major national insurance company. He is a Licensed Producer for Property, Casualty, Life, and Health products as well as being certified for Banking products.
He also brings 15+ years of experience in International Business, Management, Manufacturing and Sales as a Latin American specialist to the table.
Educational Achievements include:
- Bachelor of Arts degree from Franklin Pierce College including International Studies in Eastern and Western Europe as well as National Collegiate Representative of the American Marketing Association
- Master of Business Administration degree (graduated Cum Laude) from New Hampshire College, with an advanced certificate in International Business.
Benefits and Financial Representitive
Steve brings to our team 25 years of consultative selling experience in both the legal and financial industries. His ability to formulate customized options that address a client’s benefits needs make him a valuable addition at Optimum.
Since the 2010 passage of the Affordable Care Act, Steve has helped businesses operate within the evolving compliance demands of a constantly-changing regulatory landscape. If that challenge sounds familiar, schedule an advisory session with Steve.
Education And Achievements include:
- Member of National Association of Healthcare Underwriters
- Certified in NH, VT, ME, and MA
- BA degree in Marketing from University of Vermont
- Member of National Ethics Association
Account Manager/Customer Service Specialist
Jessica joined Optimum Financial in 2005.
With a Sales and Marketing background from both an International Retail company and the Insurance industry, Jessica brings a solid skill set to the team.
Jessica is an account manager and customer service specialist for our customers. She also acts as liason with our Vendor partners keeping abreast of changes in rules and regulations in the industry.
She contributes to the “not your average run of the mill office” attitude we pursue at Optimum Financial
I came to Optimum Financial in 2010 with over 10 years’ of experience in the insurance industry to work within the area of Administration.
Previously, within the insurance industry, my experience was primarily within the areas of accounting and auditing. As part of my responsibilities I interacted with insurance agents to resolve client accounting discrepancies, maintaining financial reports and training. I have also spent time working within the education system as a Teacher’s Aid performing a number of related tasks.
Since joining Optimum Financial I have enjoyed expanding both my education and experience within new areas of the financial and insurance industries.
It has been a pleasure being part of the team at Optimum Financial, particularly in the sense of working with individuals who truly care about others.