Professional Specialty:
Founder of Maierle Consultants, Inc., a financial services firm in Bozeman, Montana. We specialize in plan design for:
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Qualifications:
B.S. Business, Montana State University
Graduate Naval Aviation Officer Candidate School
Chartered Life Underwriter (CLU), American College
Chartered Financial Consultant (ChFC), American College
Certified Family Business Specialist (CFBS), American College
Registered Representative, MML Investors Services, Inc.
Investment Advisor Representative (IAR), MML Investors Services, Inc.
Insurance Specialization since 1974
Personal:
Born: Helena, Montana, 1947 - resident of Bozeman
Member, The Society of Financial Service Professionals
Member, National Association of Life Underwriters
Life & Qualifying Member, Million Dollar Round Table (MDRT)
Former member Montana Ambassadors appointed by Governor Marc Racicot
Member Governor's Task Force Committee on Endowed Philanthropy
Cofounder, Family Business Center, College of Business at
Montana State University
Representing MassMutual Financial Group and
other major financial services providers
Select Seminars:
“Avoiding The BIG Mistakes Family Businesses Make” – Montana State University, College of Business, Family Business Day, September, 2003.
“412(i) Fully Insured Defined Benefit Plans and IRS Code Section 79 Permanent Benefit Plans” – CPA Firms in Bozeman, Helena, & Missoula, May, 2003.
“Wealth Preservation and Family Business Planning” – Big Sky Chapter Of Young President’s Organization (YPO), January, 2001.
Professional Journal Features:
Featured article in “Advisors Today” Professional Journal, 2004
Philosophy:
"In serving my client, I shall recommend that course of action which, were I in the same situation, I would apply to myself."