Kerri Willing

Owner & Wealth Advisor

 

Kerri is committed to helping clients create their retirement strategy and she makes investment choices matching their time horizon and risk tolerance. Kerri understands her role involves blending her knowledge of investments, regulations, taxation and health care laws and recommending strategies that are aligned with the specific needs and desires of her clients. She prides herself on her ability to listen to and understand her clients. Getting to know her personable spirit and trustworthy ethic, Kerri has your best interest in mind at all times.

Licenses & CERTIFICATIONS:

  • FINRA Series 6, 63, 66 and 7, held with LPL Financial

  • Health & Life Insurance License

  • ACCREDITED INVESTMENT FIDUCIARY™, AIF®

 

Jessica Dontje

Client Service Specialist

 
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Jessica Dontje, Irene’s Administrative Assistant, is remotely located in Appleton, WI. Jessica helps manage all client communication and data, as well as, all investment account maintenance. She works closely with clients to build relationships and rapport. Jessica has over 15 years of insurance and financial industry and served the last 8 years as a Financial Advisor before coming on board as the Client Service Specialist.

She is an active volunteer with different organizations within the Appleton, WI, Fox Valley and surrounding areas and actively attends many different fundraisers throughout the year.

Jessica enjoys spending time with her family and friends, fishing and motorcycling. She is married to her husband – Jamie, has two sons – Justin and Jonathan and two step-daughters – Samantha and Monica.

Licenses & cERTIFICATIONS:

  • FINRA Series 6, 63, held with LPL Financial

  • Health & Life Insurance License

  • Property & Casualty License