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
Jim is the the founder and president of Financial Strategies, Inc. He builds relationships and works personally with clients to form financial plans that will be successful for each individual. Jim works with all aspects of financial planning and always puts the client’s needs and values first.
He has earned the designation of NAPFA Registered Financial Advisor and has served as the president of NAPFA's Midwest Regional Board. He is also a Certified Financial Planner (CFP®) professional, and Registered Investment Advisor Representative. Jim has over 25 years of experience in financial planning and investment advising.
Brian Clarke, CFP®
As a Financial Planner, Brian participates in client meetings and works on the development of financial plans. He prides himself in making sure that each customer is satisfied with his or her plan.
Brian is a Certified Financial PlannerTM professional and has a Bachelor of Science degree and a Master of Business Administration.
Jenny is a financial paraplanner and focuses on monitoring client accounts and assisting with investment managament. With over twenty years of experience working in customer service, she is dedicated to providing the best service possible. Jenny has received the Financial Paraplanner Qualified Professional FPQP™ designation.
Senior Financial Paraplanner
Jeanne is the Senior Financial Paraplanner who focuses mainly on financial planning, compliance, bookkeeping, and customer relations. She has over 20 years of experience in the financial planning field. She continues her education by attending seminars with FPA and NAPFA to keep up to date with new laws, policies, and trends.
Senior Administrative Specialist
Donna is our senior administrative specialist. Her goal is client satisfaction as she focuses on customer service and helping the company run smoothly. She has over twenty years of experience in the investment management industry.
Director of Communication and Financial Paraplanner
Hannah is the director of communications and a financial paraplanner. She works on marketing and helps with research and data gathering. Hannah earned the designation of a Financial Paraplanner Qualified Professional FPQP™ and is continuing her studies in the financial planning field.
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 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.