Type Of Business:
1) Insurance design center 2) Financial advisement company
Expertise:
Insurance planning for high net worth individuals
Major Product/SVS:
1) Advocacy and consulting services 2) Advocacy and advisory services
Hobbies/Sports:
Yoga; Gardening; Gourmet cooking; Baking
Education Degrees:
Bachelor of Science in Commerce, Concentration in Business Administration and Economics, DePaul University, Magna Cum Laude (1984)
Affiliations Awards:
Delta Mu Delta; Beta Gamma Sigma, Inc.; Various Study Groups, GFG; Chicago Financial Planning Group
Charity:
Volunteer, Boy Scouts of America
Number Of Years In Profession:
25
Number Of Years In Current Position:
10
What Does He/She Attribute Success To:
She attributes her success to her passion for helping people achieve their goals and ambitions.
Why did you become involved in your profession or industry?:
She became involved in her profession after earning a degree in business administration and economics.
Extended Bio Profile:
Ms. Harter has been in the insurance industry for more than 25 years. She became the managing director of The Insurance Design Center, LLC, seven years ago.
Position Responsibilities and Duties:
Providing troubleshooting services for a firm of 10 people; Functioning at the highest level of underwriting with insurance companies; Dealing with advisers, such as T&E attorneys, certified public accountants and financial planners; Working with life insurance clients
Education Certifications:
Pursuing Certified Financial Planner Designation; Licenses in Series 7 and 66; Insurance Agent License; Notary Public; RIA
Where Will You Be In 5 Years:
In five years, Ms. Harter hopes to become a nationally known insurance planner.