Financial Planner Healthcare Background

Benefits

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Transition Your Healthcare Experience into Financial Services with Greater Heartland Financial Group – Prudential Advisors & LPL Financial

About Prudential: Founded in 1875, Prudential Financial is a Fortune 100 company known for its legacy of helping individuals and families achieve financial security. With over 100 years of expertise, Prudential offers a wide range of financial services including insurance and investment management, serving millions of customers worldwide. Our commitment to innovation and integrity makes Prudential a trusted leader in the financial services industry.

About LPL Financial: LPL Financial is a Fortune 500 independent broker-dealer that provides financial professionals with access to the tools, resources, and support needed to build successful practices. With an open-architecture platform, LPL Financial offers a wide variety of non-proprietary products that help advisors craft tailored financial solutions for their clients.

Leverage Your Healthcare Background for a Rewarding Career:

Connect Directly with Clients:
Many healthcare professionals are attracted to financial services because it allows them to build personal, one-on-one relationships with clients and provide tailored guidance, rather than relying on third parties.

Make a Lasting Difference:
Leverage your healthcare background to support clients through life’s pivotal moments. From planning for medical costs and retirement to preparing for education and family needs, your perspective can empower clients to make confident decisions for a secure future.

Grow Without Limits:
Healthcare professionals know that every stage of life comes with unique challenges. That same understanding applies in financial planning, where your drive, discipline, and expertise will shape your success and open the door to unlimited opportunities.

Meet our team:

Eric Baumert, Regional Director:
Eric Baumert is Regional Director for Greater Heartland Financial Group, where he supports advisors in scaling their businesses and achieving long-term success. With a background in retirement and employee benefits, he focuses on practice growth, marketing, and advisor development. A graduate of the University of Nebraska–Lincoln, Eric lives in Wahoo with his wife, Kelsey, and their three children. He enjoys golf, family time, and cheering for the Huskers.

Michael Alexander, Managing Director:
Michael Alexander is Managing Director for Greater Heartland Financial Group, leading teams across Missouri, Kansas, Arkansas, and Nebraska. Since joining Prudential in 2001, he has earned multiple conference qualifications and guided his firm to three Citation Awards and the 2023 President’s Trophy. With nearly 25 years in the industry, he’s known for his leadership and involvement with NAIFA, FINSECA, and MDRT’s Center for Field Leadership.

Michael lives in St. Charles, Missouri, with his wife, Kira, and their twins. He enjoys hunting, fishing, golfing, and cheering on the Kansas City Chiefs.

Elizabeth Walker-Sadler, Director of Business Development:
Elizabeth Walker-Sadler is a strategic leader with over 20 years of experience helping advisors grow meaningful, purpose-driven practices. Before joining Greater Heartland Financial Group, she served as Vice President at Ameritas Investment Company, leading national advisor acquisition and regional expansion. Her career also includes leadership roles at Transamerica and T. Rowe Price. Known for her relationship-first approach, Elizabeth specializes in advisor transitions, succession strategy, and business development.

Mark Koski, Regional Director:
Mark Koski is Regional Director for Greater Heartland Financial Group, where he leads the Investment and Financial Planning pillar. Joining Prudential in 2013, he built a successful advisory career, earning MDRT status and multiple conference qualifications before stepping into leadership. Under his direction, the firm’s financial planning revenue has increased tenfold and earned the 2023…