Our People

Service You Can Believe In         

Traci Martens has been in the financial services industry since 1991 and has been actively involved in numerous aspects of financial services and employee benefits. Her areas of expertise include both individual and company sponsored retirement plans, investment planning, education plans, and health and life insurance policies. No client is too big or too small. Traci has worked with small businesses as well as multi-state corporations with 1000+ employees.

Traci's commitment to the highest level of customer service combined with innovative and sophisticated benefit plans is a tremendous asset to her clients. Traci has her Economics and Finance Degree from St. Norbert College, and recently completed the Certified Employee Benefit Specialist (CEBS) designation.

Experience You Can Trust           

Jim Franke has been successfully providing sound financial advice and superior service to his clients since 1983. His areas of specialization are in financial planning, investment planning, estate planning, retirement planning and small business planning for his clientele of business owners, professionals and individual families. He is proficient at designing customized retirement plans, buy/sell agreements and tax-advantaged plans allowing clients to fully enjoy the financial benefits of years of hard work.

Jim graduated from the University of Wisconsin-Milwaukee, and continued his studies at the American College for his designations of Chartered Financial Consultant and Chartered Life Underwriter. He is currently a member of the Financial Planning Association.

A Team Built For You      

Jim and Traci work together to create retirement, succession and protection plan strategies to help make your life easier, better and simpler ? for you, your family, and your employees.