Our People

Service You Can Believe In         

Traci Martens' commitment to the highest level of customer service combined with innovative and sophisticated financial planning has been a tremendous asset to her clients since 1991. Traci specializes in retirement plans, mutual funds, and education plans for individuals, particularly women and couples.  She also specializes in employee benefits packages for small to medium-sized businesses.  Traci combines exemplary listening and communication skills with top-notch experience to ensure that each client's needs are her top priority

Traci earned her Economics and Finance Degree from St. Norbert College, and holds the Certified Employee Benefit Specialist (CEBS) designation.

           Experience You Can Trust           

Traci works to create retirement, succession and protection plan strategies to help make your life easier, better and simpler for you, your family, and your employees.