Our Qualifications
Financial Advisor and Owner - John P. Poels, ChFC, AAMS
A Financial Advisor and Chartered Financial Consultant (ChFC), founder John P. Poels has been helping clients obtain their financial goals for twenty years. In addition, Mr. Poels has earned the Accredited Asset Management Specialist designation granted by The College for Financial Planning. Graduates of the College for Financial Planning are consistently cited as some of the best advisors in the country.
With an extensive background in both insurance and investment products, Mr. Poels has been a manager with some of the leading financial services firms in the area before establishing J. Poels Financial. Mr. Poels is a member of several industry associations and has made providing high quality advice and service his top priority. As a General Securities Principal and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., Mr. Poels has effectively implemented a team approach to financial consulting from which clients can benefit. Mr. Poels' philosophy is to keep the number of associates limited to a few highly qualified advisors who are truly committed to excellence in their field.
Financial Advisor - Scott Richardson, AAMS
A Financial Advisor and an Accredited Asset Management Specialist (AAMS), Mr. Richardson joined J. Poels Financial in 2005 after developing his career with a prestigious national financial services company. His desire to provide clients high quality, unbiased advice while offering value-driven solutions was a major factor in joining the firm.
Mr. Richardson specializes in financial planning and investment management for both individuals and small businesses. He began his career as a college intern while attending the University of Wisconsin - Whitewater where he earned a Bachelor of Business Administration degree, majoring in Finance. In addition to his professional achievements, Mr. Richardson is an Eagle Scout. His reputation has long been one of high integrity and ethical conduct and he strives to maintain such standards with his clients. He has over 9 years of industry experience.
Professional Staff and Client Service
We offer client friendly, comprehensive support and service from our Madison and Beaver Dam, WI offices. Our associates are trained professionals with a "client first" mindset. In addition, we invest heavily in technology to optimize each client experience. Some of the resources available to clients include the following:
CIR Statements - online investment statements and performance reporting
My Financial Plan - online financial planning service that can be accessed and worked on by a team of professionals
Financial Updates - we provide monthly newsletters and other relevant financial news directly to our clients via email
In Person Reviews - each client meets with their advisor on a regularly scheduled basis and when other important decisions need to be made
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