Kathy Mueller, CLU, ChFC, FIC, LUTCF
Kathy has been in the insurance industry since 1982. Since 1995, she has been an insurance advisor with Wisconsin Medical Society Insurance & Financial Services. She received her Bachelor of Science degree in Management from Cardinal Stritch University. She is also a graduate of Gateway Technical College. Kathy earned her Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College-Bryn Mawr, PA. She also holds the Fraternal Insurance Counselor and Life Underwriter Training Council Fellow designations. Kathy is a member of NAIFA (National Association of Insurance & Financial Advisors), and the IIAW (Independent Insurance Agents of Wisconsin), and the AALTC (American Association for Long Term Care Insurance). She has served as president of the Milwaukee Chapter of NAIFA and served on the Board of NAIFA Wisconsin, and she currently serves on Congressman Paul Ryan’s insurance advisory committee.
Dave has been an Insurance Advisor with Wisconsin Medical Society Insurance & Financial Services since 1995. With more than 700 active physician clients, his practice consists of income and asset protection for residents, fellows, practicing physicians and their families. Dave is a member of the National Association of Life Underwriters and the National Association of Insurance and Financial Advisors. He is a recipient of the National Association of Life Underwriters’ National Quality Award, and he has been awarded “Agent of the Year” five of the last six years.