Meet The Team

The relationship you have with your investment advisor is critical to your level of confidence in your path to financial security. We welcome the opportunity for a thoughtful conversation centered around your hopes and dreams for the future.

Jim Cantrell, CFP®

President & Senior Financial Advisor

Hannah Chavez, CFP®

Vice President & Financial Planner

Jenny Brodzik

Financial Paraplanner

Jeanne Melka

Senior Financial Paraplanner

Donna Studee

Senior Administrative Specialist

Independent Financial Advisors

Financial Strategies, Inc. is one of fewer than 50 Fee-Only wealth advisory firms in the state of Wisconsin. Our advisors primarily focus on successful executives, professionals, business owners, retirees, and their families. We help clients make good financial stewardship decisions, so they can spend more time doing what they love without worry.

Our fiduciary advisors serve as our clients’ personal wealth planners and managers. Using a fee-only compensation structure allows us to focus solely on the needs of each client without being influenced by commissions or incentives. Our advisors are members of the National Association of Personal Financial Advisors (NAPFA), and strongly believe that NAPFA membership, as well as the fee-only financial advisory model, is the only way to maintain a respectful, client-focused approach to guiding individuals through preparing for life’s transitions. In fact, we were one of the first independent wealth management firms in Wisconsin to adopt the comprehensive fee-only model and are proud of the respectful and comfortable approach it brings to our work.

We believe that when we care about how our clients want to live, rather than the dollars and cents of investing, we are able to develop personal, caring relationships to support our clients as they achieve their financial goals.

What financial challenge are you facing?

We understand that every person’s situation is different. If you have a financial concern that is not addressed, reach out to us with your question or issue and we will let you know how we can help!