Daniel Wrenne, CFP®

Financial Planner

Daniel loves helping people use their finances to live better lives. Ultimately, he wants to live a life worth imitating and help others do the same. Above all, he values his faith in Christ and his family. Most of his spare time involves wrestling his boys Noah, Henry and Andrew, coaching soccer and spending time with his wife Alison. It should also be noted he has a pretty serious hot sauce obsession.

Jennifer Quire, CFP®

Financial Planner

Jen greatly enjoys the field of personal finance and has been working in the industry since 2008. She spent most of her life in Colorado, growing up just south of Denver and graduating from the University of Colorado at Boulder with a degree in Finance. Her husband’s career ultimately brought her to Lexington, Kentucky which she now loves.  Outside of work, Jen enjoys spending time with her husband Adam and their two cats, being active outdoors, cheering on the Denver Broncos, all things Disney, and traveling whenever she can.  

Jeffrey Wenger, CFP®

Financial Planner

Jeff is a 2013 graduate of Liberty University and has been working in financial services for 7 years. He lives in North Canton, OH with his wife Mindy and their three children, Julianna, Augustine, and Emerick. Outside of work, Jeff is a member of Canton Baptist Temple where he serves as a deacon and class leader. You can often find Jeff playing ultimate frisbee or a nerdy board game with family and friends in his free time.

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Tracy Kellermeyer

Client Support Specialist

Tracy holds a bachelor’s degree from the University of Wisconsin – Stevens Point. She has spent the last 10 years in client service roles, developing relationships with clients, and helping them implement their goals. After going through her own personal finance journey and paying off consumer debt, she joined the personal finance industry doing administrative work and loves it! When she’s not working, Tracy loves traveling, hiking, scrapbooking, and watching the Chicago Blackhawks!

What's Next

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