When you set out on your course, you’ll want a vessel that can weather the storms. How can you ensure that your financial strategy is well done? The same way that you ensure that your home, your auto — your ship — are built to make the journey — by hiring a professional who is experienced in the field, and who has your best interests at heart.
Mission
To use our experience toward building solid financial plans based on trust. Our value of integrity requires us to work ethically and honestly within the financial profession and our lives. In this way, we earn the trust of our clients to guide their futures.
Vision
We want to be a member of your financial team by providing a full, independent financial planning service. Our goal is to build and preserve your finances while building a strong and long lasting relationship with you and your family. Our experience and integrity will earn your trust.
Alan P. Naumann, CFP®
Investment Advisor Representative, Eagles Circle Member, Million Dollar Roundtable® qualifying member *
What is a Certified Financial Planner (CFP)?
Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. These standards mean you get a qualified and experienced professional with the highest ethical standards.
As an Independent Certified Financial Planner and a Real Wealth Advisor, Charter Member, charting the Green Bay, Brown County, the Fox Valley, Lakeshore and surrounding areas, Alan P. Naumann, CFP® uses the professional team approach. Alan brings more than 19 years of experience, primarily on the rollover and pre & post retirement planning. He specializes in working with you to design and custom build financial plans to meet your goals.
A Northeast Wisconsin native, Alan joined Woodbury Financial Services in 1989 and became an Investment Advisor Representative in 2002. In addition to the above designations, other achievements include being a member of Woodbury Financial Services, Inc. Representative Advisory Council 2003-2005 and six years in the Eagle Circle. He has Series 7, 63 & 65 along with having his Life and Health & Accident licenses.
*What is Million Dollar Roundtable (MDRT)?
The Million Dollar Roundtable® (MDRT) is 75 year old international financial services association which recognizes individual financial services professionals for their production volume, educational efforts, and client retention, as well as a strict adherence to the MDRT Code of Ethics. Only 2% of the industry qualifies annually for membership in this organization per MDRT statistics.
Marsha Walls
Investment Advisor Representative
What is a Qualified 401(k) Administrator?
Typically the Qualified
401(k) Administrator
(QKA) assists employers
and consultants with
the recordkeeping,
non-
discrimination
testing and administrative
aspects of 401(k) and
related plans.
Marsha is an Investment Advisor Representative and Qualified 401(k) Administrator. Marsha spent more than 17 years as a third party administrator before deciding to obtain her securities license. Marsha has been affiliated with the American Society of Pension Professional and Actuaries (ASPPA) for 17 years. She brings a wealth of knowledge about Employer Sponsored Retirement plan design and compliance testing. Many 401(k) programs are in trouble and you don’t even know it. Marsha’s experience can help you uncover problems and correct them. Her insights lead the way to finding ways to make your Employer Sponsored Retirement plan work better for you and your employees.
As an Investment Advisor Representative, Marsha works hand-in-hand with the team to assist you with your personal investments, primarily during your family development and your financial accumulation period. She can also assist you with rollovers when you change jobs or retire. She has Series 6, 63 & 65 along with Life and Health & Accident licenses.
Michelle Halloran
Administrative Professional
"When our clients and representatives call our office it is up to me to make them feel as though they are right in front of me with a smile."
From answering the phones to filling out applications to planning company/client functions, Michelle brings with her over 20 years experience in the administrative field including the area of insurance. Implementing secured electronic storage for client files as well as keeping the office and website up to date with Compliance is a key role for Michelle.