Jeanne Wolf

Investment Advisor Represenative

Jeanne has been in the financial services industry since 2000.  She recognizes the fact that each person has individual goals- from building assets and retirement planning to transitioning into retirement and thriving in retirement.  She focuses on building strong relationships while developing customized financial and investment strategies to help meet her clients individual pre and post-retirement needs.  She also helps with tax and estate planning strategies.    

Jeanne attended Lakeland College and also holds her securities registrations (Series 7 and 66) and is licensed in AK, AZ, FL, HI, IA, IL, KY, MI, MN, NC, NM, SC, TN and WI.  

Jeanne lives in the Green Bay area with her husband Mark.  She is passionate about serving her community and is an emeritus advisory board member for the Women’s Fund of Green Bay and The Greater Green Bay Community Foundation.  She is actively involved in her church where she serves as a finance committee member and counseling team member.  A fun fact about Jeanne she has also been a member for a decade with the Monday Shakespeare Club which was founded in 1900 in Green Bay which supports her love of reading, especially the classics.