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Our Team

Juli McNeely CFP®, CLU, LUTCF

CERTIFIED FINANCIAL PLANNER TM

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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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Rebecca J. Gonzalez, CLU, CFP®

CERTIFIED FINANCIAL PLANNER TM

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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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Daniel Flees, CMFC, FSS, LUTCF

Financial Representative

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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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Becky Sorensen

Registered Assistant

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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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Patti Hildebrandt

Customer Service & Employee Benefits

715-659-4545

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Patti has been with McNeely Financial Services since July 2018. She came to us with 7 years experience in Funeral Service. She is responsible for customer service and employee benefits. Patti holds accident and health as well as life...

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Taylor Langemeier

Marketing Assistant

715-659-4255

[email protected]

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 [email protected]

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Zach Langemeier

Marketing Assistant

715-6594545

[email protected]

Zach has been with McNeely Financial Services since July 2018 and is responsible for social media. His direct email is [email protected]

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