The Hartland Chamber of Commerce welcomed another new member last week when Chamber Board Directors and Ambassadors from businesses throughout Hartland presented a membership plaque to Jerry Haerle with Jerry Haerle – Thrivent Financial. Pictured (l-r) Nick Jensen, Keller Williams Realty, Milwaukee Lake Country; Mark Walters, Mark Walters Re/Max Realty Group Broker; Jerry Haerle, Jerry Haerle – Thrivent and Mike Gogin, Mike Gogin – State Farm.

Haerle states, “I’m a long-time strategist who loves to hear about the goals my clients have set for themselves. The best part of my job is bringing their ideas to life. Whether it’s life insurance plans or retirement strategies, I love the conversations. I offer personal financial planning to people that have pieces of their puzzle in multiple spots. We work side by side, one step at a time, to map out their financial future.”

Haerle specializes in helping people be more secure in areas of tax-savvy ways to manage money, retirement income planning, creating multi-generational wealth, business finance and succession planning, risk management strategies, and advanced charitable and legacy giving.

Thrivent Financial is located 20935 Swenson Drive, Ste 150 in Waukesha and can be reached at 262-269-5513. Visit connect.thrivent.com/jerald-haerle for more information.

Recommended Posts