Meet The Team
The relationship you have with your investment advisor is critical to your level of confidence in your path to financial security. We welcome the opportunity for a thoughtful conversation centered around your hopes and dreams for the future.
Jim Cantrell, CFP®
President & Senior Financial Advisor
Jim is the the founder and president of Financial Strategies, Inc. He builds relationships and works personally with clients to form financial plans that will be successful for each individual. Jim works with all aspects of financial planning and always puts the client’s needs and values first.
He has earned the designation of NAPFA Registered Financial Advisor and has served as the president of NAPFA's Midwest Regional Board. He is also a Certified Financial PlannerTM (CFP®) professional, and Registered Investment Advisor Representative. Jim has over 30 years of experience in financial planning and investment advising.
Brian Clarke, CFP®
Brian is one of our Financial Planners. He has been with Financial Strategies, Inc. since 2015. He participates in client and prospective client meetings, actively participates in developing comprehensive financial plans, reviewing
estate plans, and evaluating tax planning and investment strategies. He provides great client service to make sure that all clients are satisfied with their plan.
Brian is a Certified Financial PlannerTM professional and has a Bachelor of Science degree from the University of Dayton and a Master of Business Administration from DePaul University.
Brian and his wife have two children. He enjoys spending time with his family and friends, going to concerts and following the Cubs and the Bears.
Hannah Chavez, CFP®
Hannah is a financial planner who works closely with clients to understand their goals and values and create financial plans that fit their needs. She is dedicated to helping clients meet their goals.
Hannah is a Certified Financial PlannerTM professional, has a Master's of Science Degree in Personal Financial Planning, and holds Bachelor's degrees in Communication and Spanish.
Outside the office, Hannah enjoys baking, reading, and traveling with her husband. She loves to stay active and does aerial silks and takes tennis lessons.
Senior Financial Paraplanner
Senior Administrative Specialist
Jenny is a financial paraplanner and focuses on monitoring client accounts and assisting with investment managament. With over twenty years of experience working in customer service, she is dedicated to providing the best service possible. Jenny has received the Financial Paraplanner Qualified Professional FPQP™ designation.
Jeanne is the Senior Financial Paraplanner who focuses mainly on financial planning, but also has experience in compliance, bookkeeping, and customer relations. She has over 20 years of experience in the financial planning field. She continues her education by attending seminars with FPA and NAPFA to keep up to date with new laws, policies, and trends.
Donna is our senior administrative specialist. Her goal is client satisfaction as she focuses on customer service and helping the company run smoothly. She has over twenty years of experience in the investment management industry.
Independent Financial Advisors
Financial Strategies, Inc. is one of fewer than 50 Fee-Only wealth advisory firms in the state of Wisconsin. Our advisors primarily focus on successful executives, professionals, business owners, retirees, and their families. We help clients make good financial stewardship decisions, so they can spend more time doing what they love without worry.
Our fiduciary advisors serve as our clients’ personal wealth planners and managers. Using a fee-only compensation structure allows us to focus solely on the needs of each client without being influenced by commissions or incentives. Our advisors are members of the National Association of Personal Financial Advisors (NAPFA), and strongly believe that NAPFA membership, as well as the fee-only financial advisory model, is the only way to maintain a respectful, client-focused approach to guiding individuals through preparing for life’s transitions. In fact, we were one of the first independent wealth management firms in Wisconsin to adopt the comprehensive fee-only model and are proud of the respectful and comfortable approach it brings to our work.
We believe that when we care about how our clients want to live, rather than the dollars and cents of investing, we are able to develop personal, caring relationships to support our clients as they achieve their financial goals.