Individual Financial Planning (CargillPension)

Money is personal, and advice you receive about it should be unique to what you value. I’ve seen how money can become a pain point in lives. As a married father of three, I see family members and friends struggle with making wise financial decisions. Decisions about money affect every area of our lives.

So, whatever stage of life you’re in, I look forward to hearing your story and seeing how we can accomplish your goals while taking the confusion and stress out of your money. Let’s connect and get started!

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Tax Planning Certified Professional (TPCP®); Series 65
• Industry Experience: Since 2017
• Education: B.S. in Integrated Ministry Studies, Moody Bible Institute

As a financial planner, I’m experienced at helping people of all sorts and backgrounds make good financial choices, accomplish life goals, and improve their relationships through a blend of education, advice, and coaching. Bring me your questions, because together, we’ve got this money thing!

I enjoy my work, but when I need to recharge my batteries, I like to volunteer my time to the community, spend time with family, attend Sunday worship and retreat to the great outdoors.

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: Chartered Financial Consultant® (ChFC®), Series 66
• Industry Experience: Since 2010
• Education: M.S. in Behavioral Finance, University of Alabama; B.A. in Social Economics, University of Wisconsin – Milwaukee; Financial Coaching Certificate, University of Wisconsin – Madison (Extension); Certified Financial Education Instructor, National Financial Educator Council
• WI Army National Guard – Veteran

I am defined by my faith, love for my wife, and live vicariously through my kids.

While spending 12 years as a flight instructor and mechanic at companies with no retirement benefits, I learned how hard and confusing money can be. During that time, I also learned that I enjoy making complex subjects simple and helping others achieve their financial goals.

So, I went back to school, picked up a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, and have spent over twenty years helping people like you achieve their financial goals. To better assist retirees facing the Medicare decision, I obtained the Basic SHIP Counselor Certification.

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65; Basic SHIP Counselor Certified (Medicare)
• Industry Experience: Since 2006
• Education: B.S. in Missionary Aviation Technology, Moody Bible Institute of Chicago

Hello! I’m a money coach with a passion for helping people make sense of their money. As one of our founders, I’ve seen many left confused, and even worse – frozen – by this intimidating issue. Money doesn’t have to be that way. I’ll help you feel empowered with your finances and achieve your goals.

I’m a master juggler and know the struggles of managing a career, kids, and a household. My happy place is on top of a mountain with boards on my feet (plus, Disney World, of course!). Together, we’ve got this!

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65
• Industry Experience: Since 1987
• Education: B.A. in Marketing, Michigan State University; Masters of Adult Education, Carroll University

I didn’t set out to be a financial planner. I simply wanted to pursue a career in which I could help others, and that brought me to Francis. Life is hard and I know what it is like to barely scrape by. When you’re working hard to meet your basic needs it can be difficult to envision what is beyond your immediate vision, but I believe that a solid financial plan can have a generational impact. Don’t let shame about your financial situation keep you from seeking help. Let’s meet and figure out your next best steps, together.

Qualifications

• ERISA Fiduciary: At All Times
• Series 65; ERISA Fiduciary
• Industry Experience: Since 2024
• Education: MA, Intercultural Studies, Fuller Theological Seminary; B.S. Practical Ministry, Southeastern University

In school they don’t teach us how to buy a house or calculate our taxes. Instead, we learn how to find the circumference of a circle and identify prime numbers. The finance skills we need for life decisions come from a difference source, and that’s what I’m here to provide. I sit on the same side of the table as you to help you figure out how to use your financial resources to achieve your life goals. I specialize in tax planning, but no financial topic is off the table.

Qualifications

• ERISA Fiduciary: At All Times
• Enrolled Agent (EA)
• CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65; ERISA Fiduciary
• Industry Experience: Since 2016
• Education: B.A. Business Administration, Principia College

I love it when my participants have their “Aha” moments; whether it is finally understanding their credit score, discovering a path out of a financial mess, or learning to manage their retirement plan. I work hard to turn complicated information into understandable and usable action items.

When I am not teaching people about money, I am teaching them to ski. Much like financial planning, skiing is about mastering the basics and adapting to changes in the terrain. Schedule a time to work with me; together, we can conquer your mountain.

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Tax Planning Certified Professional (TPCP®); Series 65
• Industry Experience: Since 1998
• Education: B.A. in Business Administration, Cardinal Stritch University; Master of Business Administration, University of Wisconsin – Whitewater
• Navy Veteran