We put our arms around families and carry them through the circumstances of life.

Ray Griffith, Investment Advisor Rep, President and founder of Granite Financial Group, has been assisting people with their business, financial, and estate planning since 1984. He has a real love for people. Helping others succeed and enjoy life brings true joy and personal satisfaction to him. His clients know that he cares about every detail… Ray “listens to dreams… and creates the means!”

Ray believes in serving his clients with the highest degree of excellence. He has received the designation of Certified Financial Planner^®; and consistently pursues advance education in advanced planning techniques. His background in a conservative Christian home has placed in him a "backbone of honesty" which instills confidence in his clients. Ray has a special ability to merge his clients' objectives with investment strategies that helps a person reach a desired goal.

Member:

• Financial Planning Association
• National Association of Insurance and Financial Advisors

Lecturer/Speaker:

• Conducts workshops relating to Wealth Accumulation, Preservation, and Distribution
• Conducts training for fellow professionals

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Bruce is the owner of Complete Insurance and Financial and is a Registered Investment Advisor of Woodbury Financial Services, Inc., offering comprehensive planning for his clients. He started his insurance industry career in 1987 as a captive agent offering Medicare Supplements and Long-term Care as well as Health and Life Insurance.

Recognizing a change in the industry, he chose to become an Independent Agent as well as obtaining his Series 6 and 63 licenses in 1992. Bruce began offering Mutual Funds and Variable products so he could provide long-term Financial planning for his clients. In 2007, he teamed up with Real Wealth^® Advisors to help educate the public on comprehensive planning.

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Client Driven - Not Product Driven

As an Independent Certified Financial Planner (CFP), Alan P. Naumann, CFP® uses the professional team approach. With eighteen years experience as a financial planner and a support staff offering 25 years of Administrative Assistant experience along with 18 years of Qualified Retirement Plan Administration (QKA) experience, Alan specializes in tailoring plans to meet the financial goals and needs of his clients.

Alan joined Woodmen Financial Resources in 1989 and became an Investment Advisor Representative in 2002. He’s earned a number of professional designations and distinguished achievements, including:

• CFP Designation (March 2003)
• Investment Advisor Representative (2002)
• Leadership Council (2003, 2004, 2005)
• Member of the Woodbury Financial Services, Inc. Eagle Circle for 6 years
• Million Dollar Round Table Member (2006)
• Commercial Property Capital Gains Exclusion (1031/1033 Exchange)

"A sound client relationship paves the way for future referrals. I firmly believe this is the key to our success!" SERVICES OFFERED:

• Financial Security Analysis
• Wealth Accumulation
• Retirement Planning
• Estate Organization
• Financial Planning
• Qualified Retirement Plan Investments

Could Alan Naumann Financial, LLC help you? Take twenty minutes….I’ll show you the type of work I do and you can decide.

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Brad has 20 years of investment management experience in the areas of individual portfolio development, financial planning strategies and group qualified plan benefits. He is experienced in the wire house brokerage, bank brokerage and financial planning industries.

A graduate of the University of St. Thomas with a B.A. in Finance, Brad believes it is essential to a client’s financial success to work together with a network of professionals in the key areas of tax planning, legal counsel, banking and insurance. His primary focus is to build client trust with sincere, quality recommendations. A family man, Brad makes home with his wife Marni and their three children Bryan, Dana and Brett. He is an active member of Lions International at the local, district and regional levels and has served on numerous community boards of directors.

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Don has been helping people envision, plan, and achieve their financial goals for over ten years. Before making his career change, Don held several positions in Engineering and Management for 15 years. He believes his extensive background working with people helps to build the trust and confidence so necessary when planning a client’s financial future.

Licenses

• Series 6, 7 and 66 Securities Licenses
• Wisconsin Life and Health Insurance Licenses
• Investment Advisor Representative

Memberships

• National Association of Insurance and Financial Advisors
• Million Dollar Round Table Member
• Woodbury Financial Services, Inc. Eagle Circle Member
• Real Wealth^® Advisor

Services

• Estate planning
• Retirement planning
• Comprehensive Financial planning

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Julie has been working in the insurance industry for nearly two decades. She currently holds a Series 6 and 63 securities license, a series 26 supervisory Principal license along with her Life and Health Insurance licenses. Julie is a member of the Financial Services Institute.

Her goal is to find solutions to protect and grow her clients’ assets. She will assist clients with making sound financial decisions to meet their long-term and short-term goals.

With Julie’s guidance, you can work to realize financial security, protect your savings from the corrosive effects of inflation, and guide your investment decisions during times of market volatility. She also can help you transfer your assets in the most tax-efficient way possible upon death.

Her affiliation with many of the strongest investment companies in the country allows her to offer you access to a full range of top-quality investment products and services.

At Executive Financial Services, you work with a team of professionals to help you with your financial situation. She works with attorneys, CPAs, tax professionals, LTC health representatives, economists and mortgage brokers. Whether you want to invest for your dream retirement, improve your company’s 401(k) plan or start a college savings account, Julie can assist you. Executive Financial Services can provide the clear direction and support and services required to accomplish your goals.

Julie is a partner in Executive Financial Services. She resides with her husband Chad and their two sons Joshua and Jordan. Chad is an Estate planning attorney and works directly with Julie. Joshua is in college and intends to work in the business someday, while Jordan is attending grade school.

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Jeff Jahnke has a passion: to work with retirees and pre-retirees who are looking for income options, asset protection strategies, and clarification on the many aspects facing retirees today. As a Real Wealth^® Advisor, Jeff truly enjoys the opportunity to help people realize their retirement dreams while bringing them peace of mind during the process. He has built a successful practice and his reputation is growing.

Jeff graduated Cum Laude with a B.S. Economics from the University of Wisconsin-Oshkosh in 1995. He then returned for a year to finish his second degree in secondary education. Jeff continued his education while working full-time, completing a Masters of Science degree from UW-Oshkosh in 1998. He holds securities licenses of 7, 63, 65, 26 and insurance licenses for life and health.

Jeff also has a growing reputation for his community involvement, raising money for charities and becoming a community leader. He’s been active with the Boys and Girls Club, the Rotary Club, and the Jaycees.

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Service Without Boundaries

For Vic Ketchpaw, this is just the normal way of doing business. There isn’t a better feeling than having the children of a client thank you for the work you have done for their parents, and knowing that when you’re working with a client, they are getting the care they need.

Vic has been in the Insurance and Financial business since 1983. He holds both Life & Health insurance licenses, and series 6,7,63 and 66 security licenses.

"Helping my clients to meet their goals has been very rewarding. With most of all new business coming from past clients and referrals, I firmly believe that building solid relationships is the key to success."

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With over 15 years in the business, Keith wants his clients to be confident that the goals they develop through their comprehensive financial analysis are both sound and attainable. He believes the relationship he develops with his clients is key to the trust and confidence they have in Hower Financial.

A comprehensive financial analysis begins with the client meeting during which Keith carefully collects financial data as well as the clients’ thoughts, feelings and goals regarding their financial concerns. Keith then uses cutting edge financial tools to develop the analysis that helps his clients reach their financial goals.

Working in concert with accountants, attorneys, and property and casualty professionals, Keith is able to offer his clients not only financial advice, but also estate, tax review, and insurance protection. This comprehensive approach results in a client life analysis that takes into account all the components that impact their financial portfolio.

Requisite periodic reviews round out the services Keith offers his clients. Understanding that our financial lives are always changing, he believes these periodic meetings are vital to keeping his clients’ financial portfolios healthy and their long terms goals on track.

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Ron is a graduate of the University of Wisconsin - Madison in the field of economics. He has been helping clients achieve their dreams and goals for over 13 years. Understanding what the client needs and wants is most important. That is accomplished through a comprehensive estate and financial planning process. Building a strong relationship with his clients and delivering prompt, courteous service is a key to that success.

Licenses

• Series 6,7,63 and 66 securities licenses
• Life and Health Insurance license
• Investment Advisor Representative

Memberships

• National Association of Insurance and Financial Advisors (NAIFA)
• Million Dollar Round Table member
• Woodbury Financial Services, Inc. Eagle Circle member

Services

• Estate Planning
• Financial Planning
• Retirement Planning

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Rose Bertram owns and operates Rose Bertram LLC, a full service financial planning firm, providing comprehensive services to people who are approaching or already enjoying retirement. Rose educates and assists people in the many areas of financial planning to include: current financial position, investment planning and brokerage services, asset allocation, accumulation goal planning, tax planning, retirement planning, distribution planning, protection planning and estate planning and preservation. Rose is a Financial Advisor licensed in the states of Wisconsin, Illinois and Texas. When working with Rose, you will sense and appreciate her genuine sincere concern and her attention to detail. Rose has deep roots in her community. She cares deeply for her clients and has great respect for them and their over-all needs.

Services Offered:

• Complete Financial Planning
• Brokerage & Investment Services
• 401K Plan Rollovers
• Investment Management
• Investment Consolidation
• Retirement and Estate Planning
• Annuities
• CD Alternatives
• Asset Protection Strategies
• Tax Planning
• Life Insurance & Disability Insurance
• Long-Term Care Insurance
• Medicare Supplement Insurance

Designations/Licenses:

• Investment Company and Variable Contracts
  (Series 6)
• Securities and Uniform State Law (Series 63)
• Investment Advisor Representative
  (Series 65)
• State of Wisconsin Life, Health, Property & Casualty Insurance
• State of Illinois Life, Health, Property & Casualty Insurance
• State of Texas Life, Health, Property & Casualty Insurance

Professional Contributions:

• Financial Planning Association of NE Wisconsin
• National Association of Insurance and Financial Advisors
• Maturity Times and Action Advertiser Feature Columnist
• Moraine Park Technical College Educational Presenter
• Giddings & Lewis Educational Presenter
• St. Agnes Hospital Foundation Educational Presenter

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I have been a licensed insurance and financial services representative since June 1973. I became a Registered Representative for Securities in 1993 and became an Investment Advisor Representative in 2007.

I really enjoy helping my clients protect their assets and plan for their futures.

I have been married to my wife Jan for over 30 years and have 3 daughters: Audra, Jana, and Tera.

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Educate and Understand...

The way John Slattery sees it, the more he can educate his clients on financial and estate planning issues the stronger their loyalty and trust becomes. Understanding the clients’ needs and offering a solution to meet those needs is John’s way of doing business.

A 20-year veteran in the financial services industry, John has received several awards of recognition for performance and production. He and his wife, Kris, have two children and two grandchildren, all residing in Montana. This allows for some great trips! Besides traveling, John stays active in the Lions Club and is a member of the Model A Ford Club of America.

"Knowing that I have helped my clients gain and protect wealth is very important to me. Almost all of my business comes from referrals. That in itself tells me that my clients are happy with what I have done for them."

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