Your dream is uniquely yours. The team at Macke Financial understands that your dream has many facets. We make as many of them a reality as possible. Just because your dream is “a dream”, doesn’t mean it won’t become a reality in the future.
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When life is busy, or all your energy is focused on a special project, it’s all too easy to find yourself off balance, not paying enough attention to important areas of your life. While you need to have drive and focus if you’re going to get things done, taking this too far can lead to frustration and intense stress. That’s when it’s time to take a “helicopter view” of your life, so that you can bring things back into balance.
In addition to Mr. Macke, the team includes Lauren Cole and Brie Sullivan. Lauren is currently working to complete her coursework to become a Registered Paraplanner, and serves as the main point of contact for clients. Brie has her Series 65 and is a registered Investment Advisor Representative, and is working to complete her CFP coursework.
Our experience in the financial planning world spills over into every conceivable aspect of life. Money is sacred to people – it’s the medium through which they acheive their goals and make their dreams comes to life. We know that, above all else, integrity is what matters. We want to gain your trust, and so that being said, we stand behind our ideas and our advice.