Jana Witney, RICP®

Registered Representative

Jana Witney is a Registered Representative who holds a Series 7, 63, and 65 & WI Insurance License. She has over 17 years of experience in the investment and insurance industry.

Over 10 years of her financial experience is with the employer retirement division of Principal Retirement Income Services. Here she specialized in helping employers, of all plan types, and their employees set goals and implement strategies designed to achieve financial success

She also holds the designation RICP® , Retirement Income Certified Professional, focusing on customized retirement income strategies for the retirement years. Whether her clients are building for retirement or living through it, she is dedicated to providing the knowledge and resources clients desire to help reach their financial goals.

Phone 262-354-0590