CORRIGAN FINANCIAL SERVICES - Key Persons
Job Titles:
- Account Executive
- in 2012 As an Account Executive
Anthony joined Corrigan Financial Services in 2012 as an account executive after spending 8 years as a communications analyst for state government officials in Springfield and locally. Anthony attended Dominican University as a double major in Political Science & Finance.
Anthony provides administrative support and business development for both the employee benefits & financial services division at Corrigan Financial Services. Anthony has dedicated himself to providing individuals, families and businesses with solutions for their insurance & financial needs. "I love working with people and helping them achieve their financial goals".
Anthony's attention to detail, case preparation and overall management skills has been a welcome addition to Corrigan Financial Services.
Job Titles:
- Vice President of the Employee Benefits Division and Has Been With
- VP of Employee Benefits
Connie Witkowski is vice president of the employee benefits division and has been with Corrigan Financial Services since 1997. Connie is the "go to" person with her attention to detail and outstanding service to employees and HR mangers of the many corporate clients at Corrigan Financial.
Connie manages the renewal marketing process by surveying the ever-changing group health insurance environment having her hand on the pulse of compliance and regulatory changes that impact every business owners benefit package.
Connie prides herself on being able to timely respond to client's challenges and inquires on claims, billing, enrollment and general services matters that might have an impact of effectiveness of a business's insurance plans. From the simple question to the complex situation, Connie has been there with a helping hand.
Job Titles:
- Certified Investment Management Analyst
- Director of Investments & Trading - Co - Portfolio Manager
John Alyo is a Certified Investment Management Analyst (CIMA) and is director of Investments & Trading for Corrigan Financial Services via Harvest Investment Services. John's mission is helping Corrigan Financial Services clients meet their financial goals and objectives. John utilizes rules based tactical asset management with downside risk controls with the goal of limiting loses and harvesting gains. John works as a fiduciary advisor. As a fiduciary there is a legal duty to act solely in your best interest which is standard Corrigan Financial Services has been built on.
Kate Corrigan is the office manager and has been working at Corrigan Financial Services for the last 10 years. A graduate of Loras College with a degree in business administration and computer science, Kate oversees the accounting and office management while also providing customer service to the clients and friends at Corrigan Financial Services, Inc. Kate is also the mother of 6 children and is active in her local church as well as being an avid golfer in her spare time.
Job Titles:
- Director of Retirement Plans
Mike is our Director of Retirement Plan Planning and has specializes in retirement plans since 1987. Another key asset to Corrigan Financial Services. Mike has earned the Accredited Investment Fiduciary designation.
As Director of Retirement Plans, Mike leads our efforts and supports Corrigan Financial Services clients on all-inclusive consulting on all aspects of Qualified & Non Qualified Retirement Plans.
Job Titles:
- Lead Portfolio Manager
- Managing Director of Harvest Investment Services
Tim Newell has been part of the Corrigan Financial Services team since 2010 and is a Certified Financial Planner™ (CFP®) and an Accredited Investment Fiduciary (AIF). Tim has been the financial services business since 1981. Tim is a key asset to Corrigan Financial Services in providing investment management services under Harvest Investment Services which is a registered investment advisory firm.
Tim is the lead portfolio manager involved in managing numerous global tactical investment models utilizing several risk control measures that are designed to "Harvest Gains & Limit Loses".
Tim's strategic approach enables him to create customized, diversified investment portfolios that are managed with specific goals and needs in mind.