A 25-year veteran of the financial services industry, Juli is president of McNeely Financial Services in Wisconsin, founded by her father in 1974. She Specializes in retirement planning, education funding, succession planning, and estate planning.
She is a past president of the National Association of Insurance and Financial Advisors (NAIFA), having served as the 126-year-old institution’s first female president. She is also a member of the industry’s Million Dollar Round Table.
Juli was named 2015 Women in Financial Services (WIFS) “Woman of the Year,” among her other awards and commendations is NAIFA Wisconsin’s A. Jack Nussbaum Distinguished Service Award. She was designated one of the “Top 20 Women You Need to Know” in insurance by LifeHealthPro and has been interviewed by the Wall StreetJournal, Investment News, Reuters, InsuranceNewsNet, and National Underwriter
Juli has presented her “Success on PURPOSE” talk to hundreds of industry professionals. She is also the owner of Juli McNeely Consulting, LLC, where she coaches other professionals on best practices and how to provide excellent client experiences.
Rebecca has been in the financial services industry for 21 years. She has experience in both agency management and working with individual and small business clients. She specializes in full financial planning and utilizes a process which assesses a client's entire financial picture before making recommendations.
She has been involved at the executive level with many community organizations including the Saint Paul Home and School Board, Mosinee Youth Softball, Mosinee Area Athletic Association and the Mosinee Sideout volleyball booster club. Within the financial services industry she has served in many Board of Director positions for NAIFA-Wisconsin, the state association of the National Association of Insurance and Financial Advisors (NAIFA). She currently services as the curriculum development lead for the NAIFA National Subcommittee, Leadership In Life Institute.
Rebecca loves to provide her clients with extraordinary service. She is passionate about sharing with other professionals what she has found works well.
We are committed to helping you and other owners maximize the value of their business, take their personal and personal financial plans to the next level, and be prepared for what adventure come next after transitioning their current company. Gaining our CEPA designations has allowed us to gain more knowledge and resources so we are better able to serve our clients.
Here you can find out why our CEPA designation has changed and enhanced our planning processes.