Menard Financial Group

Description

Katie has been working for Menard Financial Group for over 12 years. She is responsible for processing all new business, which includes establishing new accounts by executing transfers and payments. She handles all the aspects of new business up until the point of delivery. She also handles all accounting and payroll functions of Menard Financial Group. Katie holds an Associates Degree in Applied Science and Business Technology.

Vicki has been with Menard Financial Group for over 15 years. She assists Ron and coorindates with you team of professionals regarding financial plans. Vicki ensures all advisor reports are ready for each appointment. She is also handles all compliance, travel arrangements and licensing for all advisors. Vicki is also our program coorindator. She is also our office tech support.

Jared Sutton, Chartered Financial Analyst (CFA), CFP ®. Jared is an Investment Advisor Representative of ING Financial Partners focused on estate planning, tax strategies and investment planning. Jared has extensive experience in data analytics and research, portfolio construction and management, asset allocation and investment selection. He founded and later sold an internet service provider, and has worked as a business/field analyst and derivatives broker.

We provide clients with the advantage of numerous financial management services that can coordinate your investment, financial, tax and estate planning strategies.

Jim brings over a decade of active money management experience to provide daily insights on the markets to help investors find practical applications. As a former investment analyst he covered several industries, including financial services, outsourcing, health care, energy and utility companies. Jim is also experienced in designing retirement programs and consults on all types of employer-sponsored plans.

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