Kim (L), Jodi (C), and Katie (R) provide the key to serving our clients by providing a wide variety of services.
Kim prepares client meeting reports, researches cost basis, updates client contact information, and manages appointment scheduling. Kim lives in Chippewa Falls, WI with her husband, Dan. They have four grown children and three grandchildren. Kim enjoys gardening, antiquing, painting and quilting.
Jodi works closely with clients to open new accounts, service existing accounts, answer client questions, and is also the groups managed account liaison. Jodi lives in Eau Claire, WI with her husband, Travis, and two children, Ally and Owen. In her spare time she enjoys reading and spending time with family and friends.
Katie prepares client financial reviews, manages appointment schedules, and works closely with our 529 plans, annuities and retirement plans. Katie holds her Chartered Retirement Planning Counselor(SM) (CRPC(R)) designation, Series 7 registration, Insurance Licenses, and is a Notary Public. Katie lives in Chippewa Falls, WI with her husband, Andrew, and they have three children, Gabriella, Jeremiah and Adelynn. In her spare time she enjoys spending time with her family, gardening, hunting, fishing and camping.