Our Team

Juli McNeely, CFP®, CLU, LUTCF

CERTIFIED FINANCIAL PLANNER TM

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 clientele consists of business owners, individuals, married couples and successful professionals.

Juli has a Bachelor of Science degree in marketing from Northwestern College. She has earned the CERTIFIED FINANCIAL PLANNER™ certification, the Charter Life Underwriter (CLU) and Life Underwriters Training Council Fellow (LUTCF) designations. She is professionally affiliated with NAIFA- National Association of Insurance and Financial Advisors, where she serves as the National Immediate Past President. Juli also holds the Series 7 and 63 securities registrations through SII Investments, Inc.

Juli enjoys travel and spending time with family and friends.

Rebecca J. Gonzalez, CLU, CFP®

CERTIFIED FINANCIAL PLANNER TM

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 operations for Custom Concepts Financial Group, the companys largest agency nationwide. Her role included training new advisors on insurance and planning analysis and assisting advisors in forming solutions for individual clients.

She joined McNeely Financial in 2010 and specializes in the area of life insurance analysis as well as college, retirement and estate planning. She utilizes integrated planning, a process that assesses a clients entire financial picture before making recommendations.

Rebecca has earned the CERTIFIED FINANCIAL PLANNERTM certification and Chartered Life Underwriter (CLU) designations. She holds Series 6, 63 and 65 securities registrations and is an Investment Advisor Representative of SII Investments, Inc. (SII).

Rebecca is currently serving on the Board of Directors for the Mosinee Youth Girls Softball Association. She is a Past President of the St. Paul Catholic School (Mosinee, WI) Home and School Board. Rebecca has held various positions for her local association of the National Association of Insurance and Financial Advisors (NAIFA). Her service to NAIFA also includes six years on the Wisconsin State Board. She is a Past President of NAIFA-WI. Rebecca works in the Wausau/Mosinee area as well as in the Spencer office. She serves all of Central Wisconsin.

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, including funeral trusts, income distribution, estate and retirement strategies and young family anticipatory college saving strategies. He has earned the designation of Chartered Mutual Fund Counselor (CMFC), Financial Services Specialist (FSS) and Life Underwriter Training Council fellow (LUTCf). He also holds Series 7 and 63 securities registrations through SII Investments, Inc.

Professionally, he is affiliated with the National Association of Insurance and Financial Advisors (NAIFA) Central Wisconsin Association and has served as Chair in all positions as well as having been President from 2002-2003. He is also active in his church and community service organizations. He is currently serving as the trustee for the Knights of Columbus (KC) - Father John Eisen Assembly #1219, is member of the KC Honor Guard and is a Past Grand Knight and current trustee for the KC Father John Eisen Council #1719.

Daniel is also a Wisconsin Hunter Education Instructor.

Lisa Rueth, LUTCF

Life Insurance Specialist

Lisa has been with McNeely Financial Services since March 2014 and has been a Life Insurance Specialist since January 2015. Lisa works with her clients to help them develop personalized strategies to provide financial protection for their loved ones when the unexpected happens, to protect their income should injury or illness strike, and provide financial resources should you need long term care. Lisa also specializes in Employee Benefit packages tailored to meet your companies needs no matter what the size.

Lisa earned the Life Underwriters Training Council Fellow (LUTCF) designation in March 2016.  Lisa is currently serving as a Director on the City of Loyal Chamber of Commerce.

Lisa has a back ground in Banking Management, Procurement and Insurance Sales. Lisa served as the City Clerk/Treasurer for the City for Loyal from 2001-2008 which built a strong block of knowledge in the areas of accounting, human resources, and financial recorded keeping.

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 relationship specialist. She holds her property and casualty license as well as life and health licenses. Becky also holds her series 6 and 63 securities registrations. She has been responsible for investment and insurance new business processing as well as updating client accounts. She is currently serving as our insurance support specialist. Becky runs projections on current life policies as well as quotes new coverage. She works closely with our advisors in gathering financial data and preparing for client reviews. Her role includes managing advisor schedules and is the primary contact for appointment scheduling.

Melissa Cieslinski

Client Relations Specialist

Melissa began working at McNeely Financial Services in October 2013. She has over a decade of customer experience and a Bachelor of Arts degree in English from UW-Stevens Point. She obtained her life and health license in 2014. Melissa is responsible for assisting the advisors with investment paperwork and marketing. In addition, Melissa manages all of our social media relations and regularly updates Facebook, Twitter, and LinkedIn.