About Joan Bartz
Whether you're just starting out in your career or are preparing for the retirement you've dreamed about, I can help you identify financial opportunities to help you reach your ultimate destination with confidence.
Based on your goals, needs and budgets, I can help develop a spectrum of financial solutions - including retirement income accumulation and distribution - which may include investments, insurance or annuities
I also work with accountants and estate planning attorneys to help create and implement tax minimization and estate preservation strategies so you can live and leave a legacy for the people and causes that matter to you.
My husband Dave and I have three adult children; Elizabeth, Ben and Jordan. We live in Downing and worship at Holy Cross Lutheran Church in Glenwood City. I volunteer with Everwood Farmstead Foundation, Glenwood City Area Chamber and the Glen Hills Lions Club. Other than time with my family, my hobbies include quilting & church handbell choir.
Living Generously.
- Holy Cross Lutheran Church
- Glen Hills Lions Club
- Everwood Farmstead Foundation
- Thrivent Builds with Habitat for Humanity
- St Croix Valley Family Resource Center
- Glenhaven, Inc
- Park View Community Campus
- Adoray Home Health and Hospice Care
Education & Accomplishments
- ChFC (Chartered Financial Consultant), a designation granted by the American College, Bryn Mawr, PA.
- Certified Kingdom Advisor, a designation grated by Kingdom Advisors.
- RICP (Retirement Income Certified Professional), a .designation granted by the American College, Bryn Mawr, PA
- CLTC (Certified in Long Term Care), a designation granted by the Corporation for Long Term Care Certification.
- FINRA Series 07 General Securities Representative.
- FINRA Series 65 Uniform Investment Advisor.
- Life & Health Licenses.
- Thrivent Financial Representative since 1996.
- UW River Falls BS Degree in Agri-Business
Meet My Team
Glen Hills Group
- Title
Team Practice
- Location
103 E Oak St. Glenwood City, WI 54013
- Website
- https://connect.thrivent.com/glen-hills-group
- Phone
- 715-265-4453