Our Qualifications

Financial Advisor and Owner - John P. Poels, ChFC®, AAMS®

John began his career in the financial services industry in 1989 after graduating from St. Norbert College with a degree in Business/Finance. As a Chartered Financial Consultant (ChFC), John has been helping clients obtain their financial goals ever since. In addition, John 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 investment and insurance products, John has been a manager with some of the leading financial services firms in the country before founding J. Poels Financial in 1998. John is a member of several industry associations and has made providing objective, high quality advice and service his top priority. As a General Securities Principal and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., John has effectively implemented a team approach to financial consulting. John's philosophy is to keep the number of associates limited to a few highly qualified advisors who are truly committed to excellence in their field. 

John has received many industry recognition awards over the years. This year, John has qualified again for Cambridge Signature Club 2016, an honor awarded by his independent broker-dealer, Cambridge Investment Research, Inc., recognizing him as a top financial advisor.  

 

Financial Advisor - Scott J. Richardson, ChFC®, AAMS®

Scott joined J. Poels Financial in 2005 after developing his career with several national financial services companies. He is a Chartered Financial Consultant (ChFC) and Accredited Asset Management Specialist (AAMS), and a member of the firm's investment committee. Scott's passion to provide unbiased, client-driven solutions led him to the independent advisor model he embraces today.

Scott specializes in wealth management and retirement planning strategies for individuals, families and small businesses. his career began in 1997 with a college internship while attending UW-Whitewater, where he earned a BBA in Finance. He has also earned the Eagle Scout Award - the highest rank in Scouting. His reputation amongst peers has always been one of high integrity and he prides himself on upholding this standard with the clients he serves.

 

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