Our Qualifications

 

Nancy Braaksma & Jo Semrow bring a unique perspective to the financial services.  They both spent many years in the medical industry-Nancy as a registered nurse and Jo in healthcare administration.  Their medical training in assessment and problem solving has given them the skills and patience to develop the customized financial strategies and programs that their clients find so valuable.

As wives, parents, and grandparents they understand the financial stresses their clients experience.  They also understand the hopes dreams their clients have for themselves, their children & grandchildren.  As 50-something individuals they know the value of planning for retirement, protecting your assets, protecting your future and estate conservation. 

 

            Experience....
                                   Skill.....
                                                      Compassion.....
                and nearly two decades of combined experience in financial services

Nancy Braaksma & Jo Semrow are qualified to assist you in
developing and implementing your customized financial strategy.