Rita Ingram is a senior financial advisor with 13 years’ experience focusing on pre-retirees and retired clients. She graduated from the University of New Mexico and worked as a CPA in private and public accounting before starting her own business. After selling it in 2007, she retired and began looking for another career where she could make a difference in people's lives. She is a Top of the Table member of MDRT, the highest level of recognition and membership for MDRT's top performers. She enjoys helping her clients prepare for and enjoy a successful retirement. She believes clients are like wine, an endless variety. You study the perplexity of each one and set out to find their uniqueness, their goals, their vision.
When she is not focusing on her clients, Rita loves to spend time with family, friends, her dog Zephyr, and cat Pierre.
MDRT Dollar Round Table (MDRT) is an independent membership organization of life insurance and financila professionals, presented on a rolling basis based on commisions, premiums, or feees generted within the previous year from investment and insurance paroducts. Members pay annual fees for membership and also to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. Click here for more information.