Jenny started with Financial Strategies, Inc. in 2006 and has been a valuable team member since. As a Financial Paraplanner, some of her responsibilities include monitoring client accounts, creating proposal presentations, assisting with marketing, opening accounts, assisting with investment management, and works closely with clients and Jim. She has over 22 years of experience working in customer service.
Jenny holds a Bachelor of Business Administration degree in Marketing and Human Resource Management from the University of Wisconsin Milwaukee. She also received the Financial Paraplanner Qualified Professional FPQP™ designation from the College for Financial Planning. Committed to improving her knowledge and skills to better serve our clients, Jenny completes continuing education courses several times a year.
Jenny and her husband have a daughter and three sons. She is a huge sports fan and a supporter of our Wisconsin teams. She loves to watch sports, scrapbooking, traveling up north and spending time with her husband and kids.
Senior Financial Paraplanner
Jeanne is the Senior Financial Paraplanner here at Financial Strategies, Inc. She is highly trained in all areas of the office but focuses mainly on financial planning, compliance, bookkeeping, and customer relations. With over twenty years of experience, Jeanne is a valued member of our team.
After studying at Milwaukee Area Technical College, she began working in the financial field with a major investment brokerage firm in 1994. In 1999 Jeanne joined our team and has continued to grow in knowledge and experience both in the office and out. She continues her education by attending seminars with FPA and NAPFA to keep up to date with new laws, policies, and trends.
Jeanne has two sons and a daughter. Jeanne supports her children in their athletic ambitions. She also has served on many athletic boards and volunteers as much as her free time allows. The family loves watching and playing sports, going to the lake, traveling, and spending time with each other.
Senior Administrative Specialist
Donna is our Senior Administrative Specialist in the office and has been with Financial Strategies, Inc. since 2015. On a day to day basis, she focuses on customer service and assists with tasks that help the company run smoothly. Always, cheerful and pleasant, she takes an interest in each client, both professionally & personally. Client satisfaction is her number one goal.
Her education includes taking various classes at WCTC, MATC and Concordia College. She has over twenty years of experience in the investment management industry.
Outside the office, Donna loves to spend time with her family – she and her husband have three children and six grandchildren. She also enjoys traveling, bike riding and taking her dog, Charlie, for long walks.
Communication and Financial Planning Assistant
Hannah is a Communication and Financial Planning Assistant at Financial Strategies, Inc. She manages social media pages, helps with blog articles, and helps to gather research and data. She is a registered Investment Advisor Representitive and holds the Financial Paraplanner Qualified Professional FPQP™ designation from the College for Financial Planning.
Hannah graduated from Carthage College with degrees in Communication and Spanish. She has experience as a Marketing and Public Relations intern at a Financial Planning firm where she worked with the Operations Director on media communication and blog writing. Now, she is continuing her studies in the financial planning field.
Hannah loves to travel and explore new cultures. Currently, Hannah is working for FSI remotely from Argentina where she lives with her husband.
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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.