CALIFORNIA CONSUMER - Key Persons

Job Titles:

• Client Services Specialist

Jessica joined the YOU Financial Client Services & Operations team in 2021. She has worked in the finance Industry for the last 5 years and is currently pursuing her BA in Business Management from the University of River Falls. Her passion is helping others and striving to be efficient yet effective in her work. Outside of work Jessica enjoys spending time with her children, enjoying all outdoor activities and playing hockey.

Job Titles:

• Investment Advisor
• Financial Planner

Sonja Hall has nearly twenty years of experience in financial planning and group benefits. She has also worked in both a corporate environment and owned an award winning construction company, resulting in robust business experience. She was affiliated with a large financial services company where she served as a senior consultant, and was selected to be part of an elite group of financial advisors. She now partners with an independent broker dealer which offers her the freedom to bring the best financial products and solutions available to her clients, while also benefitting from the robust support of many financial professionals. Sonja has two sons, one in college and one who recently started his professional career. Sonja uses her experience as mother, daughter, sister, partner, wife, friend, colleague and coach when connecting with her clients. Sonja Hall has over fifteen years of experience in financial planning and group benefits. She has also worked in both a corporate environment and owned an award winning construction company, resulting in robust business experience. She... Sonja Hall is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities, Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. YOU Financial Services is not affiliated with USA Financial Securities.

Steven Dabelow, since 1990, has been a leader in the insurance industry. With a dedication to helping individuals and treating each client as unique individuals with unique needs. Steve earned his bachelor's degree from St Oalf College with degrees in Economics and History. Continuing that commitment to education Steve earned his Certified Life Underwriters designation (CLU) and Life Underwritings Training Council Certification (LUTCF) along with obtaining several Court of the Table and Top of the Table awards from the Million Dollar Round Table. Steve's dedication to helping other people is evident in his volunteer activity. He is a founding member of his community's Lions Club as well as past president of the local Rotary Club. He has been a Scoutmaster twice, served as church Council President as well as Sunday school teacher and superintendent. It was as president of the local historical society that has earned him three Presidential Volunteer Service Awards for activity in his community. Steve cares. Steven Dabelow, since 1990, has been in the insurance and financial services industry. With a dedication to helping individuals and treating each client as unique individuals with unique needs. Steve has successfully helped individuals...