Jane Truckenbrod

Financial Advisor, CPA-Retired

Years in the industry: 29

Years with CMA: 9

Licenses and Education: B.B.A. degrees in Finance and Accounting from the University of Wisconsin, Series 7, 63, 65, CPA-Retired

Even though Jane has crunched numbers for over 25 years, she never sees the client as ‘just a number’. Rather, She feels each client deserves personal care and attention.

Jane provides clients with thoughtful, knowledgeable, and measured solutions that are a result of her many years of experience in financial planning.

Thanks to her sincere interest in each client’s success, Jane has been able to help numerous clients enjoy the secure financial future they’ve longed for.