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Jo Ellen Koelz, CFP®Team Lead - New Business Cornerstone Financial Group
Phone: (314)567-8323 Jo Koelz has been with Cornerstone Financial Group since December, 2002, and serves in the position of Production Manager. She began her career in the financial services industry in August of 1977. She entered the business as an Administrative Assistant and worked her way to become a Case Planner for a million dollar producer before electing to serve in Operations Management. Jo has earned her CFP® designation and holds her Life & Health Insurance Licenses and is Series 6, 63 and 7 securities registered.
At Cornerstone Financial Group, Jo manages the office staff and makes certain operations are running in good order. She is also available for any assistance she can lend to the agents/representatives to make their environment more productive for his/her business operation.
Jo has one daughter who holds a Master’s Degree in Business from the University of Missouri in Columbia. Jo resides in Brentwood, Mo. Her daughter Brooke, and husband Nic, own and operate an online business, The Pinball Company, and have opened a game room furnishings store in Columbia, MO.
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About Us
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#4 CityPlace Drive Phone: (314)567-6667 |
New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities.
Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor.