Carey Yukich

Current

Red Group Liason at Crown Point Swim Club
Registered representative at OneAmerica
Wealth Manager at Airey Financial Group

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Past

Financial Service Associate at Prudential Financial
Account Executive at The Times of Northwest Indiana

Education

Central Missouri State University
Northwestern University

Recommended

9 people have recommended Carey

Connections

214 connections

Industry

Financial Services

Websites

Carey Yukich’s Summary

My professional approach includes building long term, trusting relationships with my clients and their other key advisors, including their tax professional and legal professional. I strongly believe in the integrated planning approach, which allows a client's advisors to look at their financial puzzle from different, expert points of view. Customization of a comprehensive, financial plan solidifies the information clients need to make informed decisions about wealth accumulation, wealth distribution, wealth transfer, business succession, charitable planning and other complicated financial questions.

Carey Yukich’s Specialties:

My specialties include: integrated, comprehensive financial planning, wealth accumulation, wealth transfer, wealth protection, business succession, and charitable planning.

Carey Yukich’s Experience

Red Group Liason

Crown Point Swim Club

(Sports industry)

April 2009 — Present (4 months)

Work with the parents of Red Group swimmers to help them understand how the swim club operates, answer questions and be a resource to the board.
Registered representative

OneAmerica

(Financial Services industry)

2003 — Present (6 years)
Wealth Manager

Airey Financial Group

(Financial Services industry)

July 2003 — Present (6 years 1 month)
Financial Service Associate

Prudential Financial

(Public Company; PRU; Financial Services industry)

July 2001 — July 2003 (2 years 1 month)

Financial advisory services, investing, life insurance, disability insurance, retirement plans, annuities, group benefits.
Account Executive

The Times of Northwest Indiana

(Public Company; 201-500 employees; LEE; Newspapers industry)

July 1998 — July 2001 (3 years 1 month)

Carey Yukich’s Education

Central Missouri State University

Athletic Administration 1993 — 1994
Northwestern University

Bachelor of Science in Education and Social Policy , Education and Social Policy , 1989 — 1993

Activities and Societies:

Women's Volleyball

Additional Information

Carey Yukich’s Websites:

Carey Yukich’s Interests:

financial advisor, recruiting, volleyball, helping high school athletes get scholarships, swimming, learning

Carey Yukich’s Groups:

Leads club

Northwestern University Alumni
theCrossLinkNetwork
Christian Professionals
The Million Dollar Round Table (MDRT)
Confluence (Insurance professionals & Insurance recruiters)
National Association of Insurance and Financial Advisors
Financial Advisers United
Northwest Indiana
Financial Services Career Center™
Northwest Indiana Business Professionals
Indiana Small Business Development Center
Finance Professionals Network, MAF, ACA, CPA, ICPAS, CFA, Financial Controller / Analyst / Director
Northwest Indiana Young Professionals Network
Financial Services Career Group - eFinancialCareers
Leads Club Inc.
Northwest Indiana Business Alliance
Chicago and Northwest Indiana Happenings
Global Insurance Professionals (Growing Fast)