Financial Strategies, Inc.

Our Team combines professional and personal dedication to offer creative planning in the context of a personal, caring relationship. All clients benefit from the expertise of the team as a whole.

Jim Cantrell, CFP® is the founder and owner of Financial Strategies, Inc.  Jim has earned the designation of NAPFA Registered Financial Advisor and is currently a NAPFA board member.  He has also attained the designation of Certified Financial Planner (CFP®) professional, is a Registered Investment Advisor Representative, and has over 20 years of experience in financial planning and investment advising.

Jim and his wife Lynn have two daughters.  In his leisure time, he enjoys jogging, canoeing, and wilderness camping.  Jim is also very active in his church.

Jeanne Malkowski is a valuable team member at Financial Strategies, Inc. where she has been an integral member of the financial planning team for over 12 years.  Jeanne attended the Milwaukee Area Technical College and has prior experience with a major investment brokerage firm. 

Jeanne and her husband Steve have two sons and a daughter.

Jenny Brodzik is a valuable team member at Financial Strategies, Inc. where she assists with client administration and office management.  Jenny holds a Bachelor of Business Admini­stration degree with emphasis in Human Resource Management and Marketing from the University of Wisconsin Milwaukee.

Jenny and her husband Kevin have three children, a daughter and two sons.

NAPFA, the National Association of Personal Financial Advisors, is the most prestigious organization of professional, fee-only, financial planners where membership is earned based on advanced professional education, significant professional experience, and peer review.  For more information, visit www.NAPFA.org.

CFP® is a federally registered mark of the Certified Financial Planner Board of Standards, Inc.  Planners are required to meet rigorous education, examination, experience, and ethics requirements in order to use the designation of CERTIFIED FINANCIAL PLANNER® professional.  For more information, visit the CFP Board website.