About Us
Juli McNeely, LUTCF, CFP, CLU
A 29-year veteran of the financial services industry, Juli is president of Financial Clarity by Design, Inc. in Wisconsin, a firm originally founded by her father in 1974. She Specializes in retirement planning, education funding, succession planning, and estate planning.
She is a past president of the National Association of Insurance and Financial Advisors (NAIFA), having served as the 126-year-old institution’s first female president. She is also a member of the industry’s Million Dollar Round Table, Top of the Table.
Juli was named 2015 Women in Financial Services (WIFS) “Woman of the Year,” among her other awards and commendations is NAIFA Wisconsin’s A. Jack Nussbaum Distinguished Service Award. She was designated one of the “Top 20 Women You Need to Know” in insurance by LifeHealthPro and has been interviewed by the Wall StreetJournal, Investment News, Reuters, InsuranceNewsNet, and National Underwriter
Rebecca J Gonzalez, CLU ChFC, CFP
Rebecca has been in the financial services industry for over 25 years. She has experience in both firm management and working with individual and small business clients. She specializes in full financial planning and utilize a process that assesses a client's entire financial picture before making recommendations.
She has been involved at the executive level with many community organizations including the Saint Paul Home and School Board, Mosinee Youth Softball, Mosinee Area Athletic Association and the Mosinee Sideout volleyball booster club.
Within the financial services industry she has served in many Board of Director positions for NAIFA-Wisconsin, the state association of the National Association of Insurance and Financial Advisors (NAIFA). She has served as the chair for the NAIFA National Subcommittee, Leadership In Life Institute. She is also a member of the industry's Million Dollar Round Table (MDRT), Court of the Table. She is currently serving on the MDRT Foundation finance committee and on the MDRT Program Development Committee.
Rebecca loves to provide her clients with extraordinary service. She is passionate about sharing what she has found works well with other professionals.