Jody Hale

Financial Representative

13555 Bishops Court, Suite 200
Brookfield, WI 53005

Phone: (262)717-6093
Fax: (262)717-6135
E-mail: jhale@wisconsin.nef.com

• Registered Representative of New England Securities, Corp. (member FINRA/SIPC)

BUSINESS PHILOSOPHY

My passion is to help families, professionals and business owners improve their overall financial profile and achieve their dreams and goals.  I possess the commitment, personal integrity, and knowledge to serve as a lifetime resource and financial coordinator for each client and every client referral.

QUALIFICATIONS

• Institute of Financial Education/BAI of Chicago
• Dedicated financial professional since 1984
• Licensed to sell Life & Health Insurance in Wisconsin
• Registered Representative with Series 6, 63 & 65 securities registrations.
• Investment Advisor Representative

PERSONAL

• Life-long  resident of Wisconsin, born and raised in Menomonee Falls, living in Oconomowoc.
• Married to Jeffery, 2 children, 3 grandchildren
• Hobbies: Hiking, cooking and boating
• Former Holidaybaton twirler & parade majorette

ORGANIZATIONS

• Member of Milwaukee Public Museum
• Member of Humane Society of United States
• Member of Order of the Eastern Star, Oconomowoc-Hartland #13
• Member of Women in Insurance & Financial Services