Marge Goetsch
Director of Operations at Jay Van Beusekom Financial Advisor, LLC | Milwaukee, Wisconsin, United States
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Marge Goetsch has been an integral part of Jay Van Beusekom Financial Advisor, LLC since 1999, serving as the Director of Operations. In this pivotal role, Marge oversees the day-to-day management of the office, ensuring that all functions run smoothly and efficiently. Her responsibilities encompass a wide range of tasks, from coordinating appointments and managing office staff to tracking budgets and new business initiatives. Marge's extensive experience in the financial services industry equips her with a deep understanding of complex financial products, including long-term care insurance, term life insurance, fixed annuities, and retirement planning strategies.
One of Marge's key projects involves enhancing client relationships through personalized service. She takes pride in personally assisting clients with their insurance and investment needs, ensuring they receive tailored solutions that align with their financial goals. Her commitment to customer service is evident in her proactive approach to client engagement, where she not only addresses immediate concerns but also educates clients on various financial products and strategies.
In addition to her operational duties, Marge is passionate about nurturing the next generation of financial professionals. She actively trains and mentors three younger associates, sharing her wealth of knowledge and expertise in areas such as employee benefits and retirement planning. This commitment to leadership not only strengthens the team's capabilities but also fosters a collaborative environment where innovative ideas can flourish. With her comprehensive skill set and dedication to excellence, Marge Goetsch continues to play a vital role in the success of Jay Van Beusekom Financial Advisor, LLC, driving growth and ensuring a high standard of service for clients.
Director of Operations at Jay Van Beusekom Financial Advisor, LLC in March 1999 to Present
Administrative Assistant at Chr Hansen Biosystems in September 1992 to April 1998
Administrative Assistant at Oster Corporation in June 1980 to April 1986
Administrative Assistant at Meier, Clancy & George & Co in April 1977 to May 1980
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Disability Insurance
New Business Development
Life Insurance
Long-term Care
Term Life Insurance
Retirement Planning
Fixed Annuities
Health Insurance
Insurance
Employee Benefits
Management
Customer Service
Leadership
Retirement
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Discover more about Jay Van Beusekom Financial Advisor, LLCWhat is Marge Goetsch email address?
Email Marge Goetsch at [email protected] and [email protected]. This email is the most updated Marge Goetsch email found in 2026.
What is Marge Goetsch phone number?
Marge Goetsch phone number is +14147585288 and +14145461205.
How to contact Marge Goetsch?
To contact Marge Goetsch send an email to [email protected] or [email protected]. If you want to call Marge Goetsch try calling on +14147585288 and +14145461205.
What is Marge Goetsch net worth?
Marge Goetsch has an estimated net worth of $150,000 to $249,999
What company does Marge Goetsch work for?
Marge Goetsch works for Jay Van Beusekom Financial Advisor, LLC
What is Marge Goetsch's role at Jay Van Beusekom Financial Advisor, LLC?
Marge Goetsch is Director of Operations
What industry does Marge Goetsch work in?
Marge Goetsch works in the Banking industry.
Marge Goetsch Email Addresses
Marge Goetsch Phone Numbers
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