Sally Cholewka is the Case Planner for the America Group Retirement Strategy Centers, focusing primarily on Financial Planning, Case Design, and Business Development. She is responsible for assisting with case analysis and developing customized financial plans to address client goals. In addition, she provides training sessions with Financial Consultants to facilitate awareness and familiarity of planning techniques and plan formats. Sally is registered through LPL Financial as a Series 7 Registered Representative for Securities and as a Series 66 Investment Advisor Representative.
Prior to joining the America Group team, she worked at The PrivateBank as a Registered Investment Sales Assistant. Her training experience stems from her background in education. After graduating from the University of Iowa with a B.A. in Secondary Education and History, she actually began her career as a Social Studies teacher.
America Group Retirement Strategy Centers is a separate entity from LPL Financial, and its associates are separate from Stefanski Wealth Management.