Jonathan Maertz, QPFC, CRPS®

Jonathan Maertz, QPFC, CRPS®
Senior Retirement Plan Advisor
414.509.1323

Specific experience

  • Vice President and Senior Retirement Plans Consultant, Robert W. Baird & Co.
  • Assistant Vice President, Client Management, Elan Financial Services
  • Retirement Accounts Manager, Strong Financial Corporation

Industry involvement

  • Qualified Plan Financial Consultant (QPFC) 
  • Chartered Retirement Plans Specialist (CRPS®)

Education

Wisconsin Lutheran College

BBA, Finance and Management