HK Financial Services is now part of Blucora. Please visit Blucora for more details.
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Beth KaiserDirector of Finance

Experience

Beth Kaiser is the Director of Finance for HK Financial Services. She is an experienced professional highly skilled in Project Management expanding the industries of insurance, accounting, and financial services.  Beth administers and customizes the Microsoft Dynamics CRM with a focus on process improvements, workflows, and automation to increase efficiencies. Beth leads key initiatives and technology implementations across the organization. She prepares various financial reports including territory P&L and revenue projections for partner firms.

Beth previously worked at HKFS in 2000 and rejoined the company in March 2014.

Education

B.A. in accounting, Clarke University, Dubuque, Iowa with Summa Cum Laude designation
Associate of Automation Management (AAM) designation from the Insurance Institute of America

Community Involvement

Beth is a member of the Women’s Leadership Network and volunteers at various organizations including the Dubuque Regional Humane Society and Hospice of Dubuque.

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