Mickey began her financial services career in 1982 in Pennsylvania where she earned her Chartered Life Underwriter designation, was elected President of the Wyoming National Association of Life Underwriters, served as a moderator for LUTC Business Insurance course and provided of CLE, “Reading Insurance Company Financials” to the Monroe County Bar Association. She qualified for the industry’s Million Dollar Round Table.
In 1998, her husband accepted a transfer to Oklahoma. In 1999, Mickey began her management career with Penn Mutual Life Insurance. She soon earned her Chartered Financial Consultant designation and became an Investment Adviser Representative. She has moderated Chartered Life Underwriter and LUTC courses and has conducted Continuing Education programs for accountants and attorneys in Pennsylvania and Oklahoma. Mickey qualified for the industry’s Million Dollar Round Table again.
Her public presentations include:
- Business Succession Planning
- Family Love Letter
- Long Term Care Insurance
- Education Debt Management for Graduating Medical School Students
- Retirement Distribution Planning
She has begun the Chartered Advisor in Philanthropy designation. She is passionate about helping two groups, in particular; she helps people retire with more income and less risk and helps business owners secure what they have spent a lifetime building.
Mickey also recruits, hires and trains Financial Services Representatives. In that capacity, she teaches economic concepts, sales and communication techniques and coaches a team of advisors. She enjoys speaking in college classes.