Professional Experience: Norma joined DSB Wealth Management in 2018 and has been in the industry since 2000. She holds the Series 7, Series 63, Series 65, and Indiana Life and Health Insurance License. Norma uses products such as life insurance, annuities, mutual funds, ETFs, and advisory accounts to help clients with their retirement needs and assist in achieving their investment goals.
Education: Norma started at Scudder Investments in 2000 after graduating from Saint Joseph's College where she earned a degree in Business Management with an emphasis in Finance and Marketing. While at Scudder Investments, Norma was an Investment Representative for the AARP Investment program. In 2003, Norma joined Bank One which ultimately became J.P. Morgan Chase. During her 15-year tenure at J.P. Morgan Chase, Norma held various roles from being a Licensed Banker, Investment Operations Manager, Chase Wealth Management Margin Manager, and Senior Compliance Officer.
Hobbies: Norma resides in Demotte with her two children; Collin and Morgan. In her spare time, Norma volunteers at First Church, Junior Achievement, and serves on the DeMotte KV Rotary Board of Directors as Foundation Chair. Norma and her kids also like to travel and enjoy being outdoors.
Birthplace: Merrillville, IN