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Financial Counseling (PFC)

Certified Personal Financial Counselors are available to help you and your family manage finances, resolve financial problems, and reach long-term goals such as buying a home, planning for retirement, or taking that dream vacation.

Sharon Robinson, CFP®

Sharon Robinson, CFP®

Truax Field – Madison

608-630-0974
Email Sharon

Janet Garkey, AFC®

Janet Garkey, AFC®

Madison

703-635-9274
Email Janet

Walter Teske, CFP®

Walter Teske, CFP®

Milwaukee

414-265-8230
Email Walter

David McNurlen, ChFC®

David McNurlen, ChFC®

Neenah

920-460-5660
Email David

Linda Walker, AFC®

Linda Walker, AFC®

Chippewa Falls

715-202-3385
Email Linda

Roy Kaiser, CFP®

Marshfield

715-660-1424
Email Roy

Kay Wade, AFC®

Madison, NOSC

608-609-6742
Email Kay

During Covid-19, the military community has been challenged with managing their finances during very challenging times. Please see the attached list of grants, loans, tax relief, education resources, student loans, small business resources and more.