Jan is an excellent listener and has the creative ability to see things in the "big picture." Once she sees that snapshot in time she is able to zero in on losing strategies that are costing her clients hundreds of thousands of dollars over their lifetimes. Jan's strength is her ability to see where the problems exist and to strategize on how to recapture those dollars and put them back in her client's pockets. Whether you are an individual, family or business owner, you can benefit from the knowledge Jan has acquired over the years.

Jan spent many years as an advisor in both the insurance and securities arenas. She worked for two major insurance companies and spent more than a decade as a Financial Consultant for several banks including Associated Bank and Chase Bank. In 1996, Jan left corporate America to open her own company which for years was known as Marcellis Financial Management. She has first hand experience on how money works and eagerly shares that knowledge with her clients. By offering clients consistency, integrity and genuine concern, she has earned a reputation as a trustworthy advisor and friend. Jan resides with her husband Rick in Oshkosh, Wisconsin.

Because she grew up working in her parent's grocery store and has had her own company for over a decade, she has a seasoned understanding of the needs of small business owners. She is committed to providing solid counsel in the creation of wealth for clients in professional fields as well as in all walks of life.

Community Involvement
Jan is a member of Business Networking International, Tempo International, and is a qualifying member of the Million Dollar Round Table. She is currently serving as a member of the Agents Advisory Council for Ohio National Financial Services.

Professional Designations
Jan is licensed as a Registered Representative. She is licensed to sell stocks, bonds, mutual funds and variable annuities as well as a number of tax credit programs. She is also licensed to sell life and health insurance products including fixed annuities and long term care. Jan is also an Investment Advisor Representative through Wisconsin Financial Advisors, LLC.

She is a Money Trax, LEAP, and Truth Concepts Advisor. She has also mentored under the top Infinite Banking practitioners in the country. Financial Architects is also one of two Educational Center for Wealth and Wisdom Inc. in the state of Wisconsin. In addition, Jan enjoys presenting seminars and workshops on a variety of financial subjects throughout the area.

Rick is a Mechanical Engineer with a Masters in Business Administration. He has over 25 years of hands-on experience in the Manufacturing Engineering field. During that time, Rick became certified in six different C.N.C. computer programming languages. In 2004 he was sent to Vienna Austria as Senior Project Engineer to work with the Weingartner Group, learning to program and run only the second 16 axis IV channel mill turn center in the western hemisphere.

In addition, Rick's natural leadership and entrepreneurial skills have helped him during his many years of owning and managing rental properties in the southeastern Wisconsin area. He understands how the ownership of real estate can assist people in maximizing their wealth potential.

Not only has he been involved in the day-to-day operations of small to medium-size companies, but he knows and understands very well the pressures of business ownership.

His engaging personality and problem-solving skills help people at all levels to improve their overall financial picture Rick takes a 100% business approach to financial solutions based on sound economic principles.

Rick is relatively new to the Oshkosh community, moving here in 2006. He is originally from Milwaukee but resided in Sussex Wisconsin for the majority of his life. He has two grown daughters living in the Milwaukee area both Marquette graduates working on their advanced MSW degrees.

Rick is a former Marine, (once a Marine always a Marine) who is active with the disabled American veterans. He is an avid Harley-Davidson rider and likes to think he is pretty good at golf, but that remains to be seen.

Danielle has been a major technology and software implementer at our firm, creating processes and procedures that allow us to better serve our clients on a more efficient basis. She has been on the front line of our web development since her arrival and she embraces the ever-changing marketplace and helps the firm better adapt to it.

Danielle currently resides in Oshkosh, WI with her boyfriend, Andy and her two Golden Retrievers, Brinkley and Oakley.

Danielle is actively involved in the community here, whether she is supporting the local animal shelters or participating in various walks for health causes. She also takes part in the annual Oshkosh Holiday Parade in conjunction with the team at C.R. Meyer & Sons in Oshkosh.

Danielle is currently working on obtaining her CLU and ChFC professional designations from the American College along with Rick. She is also finishing her BBA degree in Finance and her BA degree in Spanish. She is presently Series 7 and Series 66 licensed in securities and has her health and life insurance licenses as well.

Known in the Oshkosh community as a financial advisor, Certified Financial Planner, and a bank trust officer, her focus has been on the client’s entire financial situation, sometimes called the macro financial picture, designing strategies that will maximize the efficiency of assets already in place, as well as the best use of the earned dollars. Building wealth can be accomplished without having to take more risk or reduce your lifestyle, if you use your dollars efficiently.

Accumulating wealth efficiently means close contact with clients as they make various kinds of financial decisions during any one year. Therefore, clients have grown accustomed to annual reviews and occasional phone calls to “just keep in touch”, as well as discussing what is the smartest strategy to handle a particular situation. Who would know more about their financial life than Betty, because of the macro picture approach. Maybe that is why clients will generally stay with Betty for a long time, having a close relationship as well as receiving cutting edge information and strategy development.

Professional Designations and Background
Using her education as a CFP, 21 years of study in the macro-economic process through Leap Systems, Inc , and a graduate of American Banking Association Trust School of Northwestern University, she is continuously updating the necessary knowledge and skills it takes to help clients stay with the ever changing economic and financial times. Starting her career in the trust department of First Wisconsin Trust Co as a trust officer provided a solid basis of experience in estate planning, wills, trusts, and investments. Banks and trust companies are generally known for their conservative approach and attention to legalities which has set a standard for Betty in dealing with clients’ records, accounts, investments and insurance products. Betty holds a life and health insurance license, a Series 65 license as an Investment Advisor, and the FINRA Series 7 and 63 securities licenses for registered representatives. She holds a bachelors degree from Milton College.

Professional and Community Involvement
Betty is a member of NAIFA – National Association of Insurance and Financial Advisors, Tempo International, past director of the International Association of Financial Planning, and past president of the National Association for Women in Management.

Community involvement has been important to Betty to participate in along side running a business. Betty has served on many community boards such as the Mercy Health Foundation, Oshkosh Area United Way (also General Chair of the city of Oshkosh campaign), Oshkosh Symphony, Inc. and past president of the Grand Opera House Foundation and the Oshkosh Symphony League. She has been an active member of her church finance council.

Her family has grown as time goes on. Married to Sam Adams (who doesn’t remember that name!), she has 2 married children, 6 grandchildren and 2 grand puppies. Betty and Sam love to travel, play tennis, read, and spend time with the grandchildren.

She works diligently on keeping personal contact with our clients and maintaining our database. Kayla is on the front line of Financial Architects. She is the first person you see when you walk in and the first person you will talk to you when you call.

Always wanting to increase her knowledge, Kayla is currently working on obtaining her health and life insurance licenses.

She resides in the Oshkosh area has a 16 month old son and fiance whom she loves spending time with.