team

Werner Biberacher | Jettingen-Scheppach | Managing Director

Professional Background

• Since 1987: Self-employed as independent Finance and Insurance Broker
• Snce 1987: Self-employed as Investment Fund Specialist and Investment Advisor
• Since 1997: Managing Director of PROMA Insurance broker GmbH & Co. KG
• Since 2001: degree of Finanzwirt (bbw Berlin)
• Since 2003: Master degree in Finance and MFC (IOFC, Berlin)
• Since 2006: Certified Pension Planner CPP (IOFC, Berlin)
• Since 2006: Lecturer at the University of Cooperative Education BW
• Since 2007: Graduated as Certified Consultant for the Generations (AEPD, Munich)
• Since 2008: Managing Director of FINANZINVEST Consulting GmbH (a financial services institution acc. to §15 of the German Banking Act)
• Since 2009: member of the Asset Management Committee FINANZINVEST Consulting GmbH
• since 2023: Graduated as Certified Estate Planner (GENE, Munich)

E-mail: wb@finanzinvestgmbh.de

Christina Häußler| Jettingen-Scheppach | Managing Director

Professional Background

• 2000–2005: Graduation from Hellenstein Grammar School in Heidenheim
• 2006–2009: Course of studies at the Dual Academy of Heidenheim
• Since 2009: Bachelor of Arts in Insurance Marketing and Financial Consultancy
• Since 2009: Self-employed as independent Finance and Insurance Broker
• Since 2014: Managing Director of PROMA Insurance broker GmbH & Co. KG
• From 2015 to 2023: Company officer with statutory authorithy of FINANZINVEST
• Since 2024: Managing Director of FINANZINVEST Consulting GmbH

E-mail: ch@finanzinvestgmbh.de

Markus Sack | Buxtehude

Professional Background

• 1989 Completion of training as Bank Trader
• 1991 Completion of training as Bank Business Manager
• 1993 Completion of special-subject training seminar in Financial Consultancy, Part 1
• 1994 Successful examination for qualification as trainer
• 1996 Completion of special-subject training seminar in Financial Consultancy, Part 2
• Since 1998: Self-employed consultant for independent financial planning
• 1998–2009: Member of Asset Management Committee at Top Ten Portfolio Management, (formerly FIT)
• Since 2009: Member of Asset Management Committee at FINANZINVEST Consulting GmbH

E-mail: ms@finanzinvestgmbh.de

Nicole Vogt | Jettingen-Scheppach | Bankkauffrau

Backoffice | securities administration

Monika Biberacher | Jettingen-Scheppach | Industriekauffrau

Account department

Claudia Walker | Jettingen-Scheppach | Bankkauffrau

Backoffice | administration