| Terry L. Backmann is the research analyst, working with clients to discover their financial objectives and assisting Dave in planning and investment services. A licensed insurance and securities professional since 2003, she is enrolled in the CFP (R) program and is a member of the Financial Planning Association. A former journalist and marketing professional, Terry is a lifelong resident with her husband, Dave, and their two sons. |  |
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Old Elm Executive Park
6123 Green Bay Road, Suite 260
Kenosha, WI 53142
(262) 656-1141 Fax (262) 656-1144 E-mail jordanflp@gmail.com
Toll free (866) 956-2252
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