Women's Community Networking and Education Event Speakers

     

                                                                                                                                                                                                                                                                                                                                             


    Dianne Van Daele - Sales Consultant, Great Lakes Pension Associates, Inc.

    Dianne has worked in the pension industry for over 26 years. She has helped Plan Sponsor and Financial Advisors with plan design, compliance, government filings and the every day complexities of all types of retirement plans. Dianne began her pension career in 1989 and has worked for a number of Third Party Administration firms in the Michigan Tri-County area. Dianne is an active member of the American Society of Pension Professionals & Actuaries (ASPPA) and holds the following designations: Qualified Pension Administrator (QPA) and Qualified 401(K) Administrator (QKA) and has a Bachelor's Degree in Finance and a Master's Degree in Business Information Technology both from Walsh College.

     

      

     

     

    Rosemary Hueser - Senior Vice Presient and Manager Advisor Trust Services, BOK Financial Advisor Trust Services

    • Over 20 years of experience in the financial industry focused mainly on tust services for advisors and their clients.
    • Responsible for the development and oversight of Advisor Trust Services business line throughout the BOK Financial footprint and nationally.
    • Develop a national strategy to brand, communicate and effectively deliver BOK Financial Advisor Trust Services to the investment advisor community.
    • Bachelor of Business Administration/Emphasis in Finance, Colorado State University, Fort Collins, Colorado.
    • Member of Girl Scounts, Gamma Phi Beta Alumni. 

     

     

     

     

     

     

    Debbie Craig, CFP®, MBA, CRPS®

    Having grown up in a family business I have heart for small business owners and after working in the corporate world at the beginning of my career, I decided to follow my passion and entered the financial services industries in 2000.  And I have not looked back as I thoroughly enjoy working with business owners, professionals and retirees to create their financially independent futures.  At Craig Wealth Advisors part of our mission is to develop trusted relationships with our clients.  

    In addition to work, I am active in the Downtown Alden Business Association and have served as Treasurer.  I am a board member on the Forest Area Federal CUSO (Credit Union Service Organization) and Three Lake Association.  In the past, I have sat on the board of a variety of non-profit organizations helping them with their fundraising efforts. I have also brought my real life experience to the local high school as a speaker in the Business Finance class. When not working and volunteering I enjoy boating (particularly on the clear blue waters of Torch Lake), reading and taking photographs.