The 2024 Wisconsin Governor’s Financial Literacy Awards honor recipients in one of three categories: individual, organization, or legacy, for providing exceptional financial literacy and capability education inclusively and innovatively to the residents of Wisconsin. Affirming the unique business model of Francis and their commitment to providing conflict-free and sales-free workplace financial wellness services, Wisconsin Governor Tony Evers provided three awards to the firm and its employees.
Legacy Award
Kelli Send, CFP®, SVP Financial Wellness, Principal, Co-Founder
Kelli’s 30-year career has been devoted to delivering financial education and personalized advice to the workplace. She has demonstrated a commitment and co-founded a business dedicated to serving all members of the workforce, regardless of socioeconomic status. From endless creativity for new educational campaigns to intentional 1:1 sessions with client employees, she has expanded the financial capability of thousands of individuals and their families.
Organization Innovation Award
Francis LLC
The team at Francis has built a unique financial services business model designed to exclusively serve participants in employer sponsored, qualified retirement plans. This expert team provides conflict-free retirement plan consulting to employers and sales-free financial wellness services to employees. Instead of prioritizing high-earners, employees from all walks of life have access to their services.
Individual Innovation Award
Matthew Vandre, ChFC®, Financial Planner and Director of Digital Services
Matthew’s contributions during his 13-year career delivering financial education are highlighted by his work directing Francis’ digital services and management of proprietary fintech tools, like the Francis mobile application. His dedication has expanded workers’ access to financial advice and learning resources and simplified the delivery of Francis’ services within the workplace.
