Barbra L. Rilko
Client Service Associate
CLU, ChFC, Registered Representative of M Holdings Securities, Inc.
As a Client Service Associate, with over 40 years of experience in the estate, wealth transfer and business succession planning areas, my key role is to support the marketing, case design, underwriting and client service teams at The Madison Group.
“I enjoy being involved in the process from beginning to end and the challenge of turning complex matters into easy-to-understand solutions. I appreciate the opportunity to be a part of a collaborative work environment and am very grateful to those who have helped me throughout my career. I’m dedicated to paying it forward.”
As a Client Service Associate I am responsible for:
- Analysis of competitive policies in the marketplace
- Preparation of marketing reports for our clients
- Re-evaluation of life insurance portfolios
- Training of internal staff
I joined The Madison Group in 2014. Prior to joining the firm, it has been my honor to learn from and collaborate with members of M Financial Group, partner carriers and other professionals. I earned a Bachelor of Arts in Psychology from The University of Colorado.
Outside of work, I enjoy spending time with family at the lake, bowling, golfing and riding my Harley.