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Our Team

Becky Sorensen

Registered Assistant

Becky has been with McNeely Financial Services since January 2007. She came to us with 13 years of office management experience. She has worked for both McNeely Insurance and McNeely Financial serving both firms as a client...

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Daniel Flees, CMFC, FSS, LUTCF

Financial Representative

Daniel began in the securities and insurance industry in 1993 as a registered representative with Transamerica Financial Advisors until 2006 when he joined the McNeely Financial Services team. He specializes in post-retirement needs,...

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Juli McNeely CFP®, CLU, LUTCF


Juli joined McNeely Financial Services in 1996 after working in the banking industry for five years. Juli specializes in the areas of retirement planning, education funding, business continuity planning and estate planning. Her...

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Patti Christensen

Director of First Impressions

Patti has been with McNeely Financial Services since November 2017. She came to us with 34 years of experience as a teacher. Patti will greet you with a smile whether you walk through our front door or call us on the phone. Her...

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Rebecca J. Gonzalez, CLU, CFP®


Rebecca Gonzalez began in the insurance industry in 1998 after earning her Bachelor of Science degree in Accounting from UW-Stevens Point. She worked with Catholic Family Life Insurance until July 2010 where she managed agency...

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Taylor Langemeier

Marketing Assistant


Taylor has been with McNeely Financial Services since June 2016 and is responsible for customer service, social media, and special marketing projects. Her direct email is

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