Haese Financial Group Inc

William Haese is a financial advisor with Haese Financial Group Inc in Jackson, WI, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been associated with Haese Financial Group and Superior Financial Services, Inc. since 2000. Haese Financial Group provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm generally manages assets on a non-discretionary basis, using written investment policy statements and diversified allocations implemented primarily through no-load or low-load mutual funds and ETFs, and also offers ancillary accounting and tax services.

Julia Anderson is a financial advisor with Haese Financial Group Inc, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 42 years of industry experience, with prior roles at The PRUDENTIAL INSURANCE COMPANY OF AMERICA and PRUCO Securities, LLC. Outside of financial advising, Anderson is a co-owner of a food business in Arlington Heights, Illinois. Haese Financial Group provides investment supervisory services, financial planning, and consulting to a diverse client base including individuals, trusts, and small businesses. The firm manages assets primarily through globally diversified portfolios using no-load or low-load mutual funds and ETFs, and it offers ancillary accounting and tax services alongside its advisory work.

Gary Palmer is a financial advisor with Haese Financial Group Inc in Oregon, WI, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with Superior Financial Services, Inc. since 2013. Outside of his advisory work, Palmer is involved in farming activities, managing his family’s farm operations and custom farming on a part-time basis. Haese Financial Group provides investment supervisory services, financial planning, and consulting to a variety of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm manages approximately $47 million, generally on a non-discretionary basis, utilizing strategic, globally diversified asset allocations primarily implemented through no-load or low-load mutual funds and ETFs, and also offers accounting and tax services.

Thomas Shanahan is a financial advisor with Haese Financial Group Inc in Jackson, WI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Haese Financial Group and Superior Financial Services since 2001. Haese Financial Group provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages assets primarily through strategic, globally diversified allocations using no-load or low-load mutual funds and ETFs, and also offers ancillary accounting and tax services as part of its comprehensive client work.

Derek Nowatzki is a financial advisor with Haese Financial Group Inc in Mableton, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Haese Financial Group since 2011 and concurrently works part-time at AMS Services, a tax and accounting services and independent insurance agency. Haese Financial Group provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages assets primarily on a non-discretionary basis using diversified strategies implemented through no-load or low-load mutual funds and ETFs, and offers ancillary accounting, tax services, and written financial evaluations.

Zachary Nowatzki is a financial advisor at Haese Financial Group Inc with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services and Northwestern Mutual. He is also registered with Superior Financial Services, Inc. Haese Financial Group provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm generally manages assets on a non-discretionary basis using globally diversified asset allocations implemented primarily through no-load or low-load mutual funds and ETFs, and also offers in-house accounting and tax services.