Sue Bochinski

Senior Administrative Assistant

Phone: 920-236-6587
Fax: 920-236-6589
E-mail:

Sue came to our firm in May of 2005.  We are thrilled to have the benefit of her 23 years of experience in the financial services field.

Sue is the Senior Administrative Assistant to Walter and Michael.  She assists them with all the non-qualified business which includes, but is not limited to, individual life insurance, health insurance, and long term disability coverage; corporate life insurance; and group life, health, short term and long term disability plans. Sue also services individual IRA rollover contracts.

Sue meets with both individual and corporate clients, obtains individual and group proposals from our various carriers, manages the necessary service work relating to this business, and, in general, keeps things running smoothly and in a timely manner.

In her free time, Sue enjoys gardening, reading, and dancing (Country Line Dancing and Partner Dancing) with her husband, Jack.