Lisa Sheridan's Colleagues at Gentian Financial, Inc.
Peter Nordenberg
COO & Director of Private Client Group, Gentian Financial / Operations Manager, RJFS
Chris Doughty
President, CERTIFIED FINANCIAL PLANNER™ CFP®, Chartered Retirement Planning Counselor CRPC®
Peter WMS
COO & Director of Private Client Group, Gentian Financial / Operations Manager, RJFS
Lisa Sheridan's Contact Details
N/A
Milwaukee,Wisconsin,United States
Gentian Financial, Inc.
Lisa Sheridan's Company Details
Gentian Financial offers a more meaningful perspective on managing wealth. Our CERTIFIED FINANCIAL PLANNER™ professionals and team serve affluent individuals who know the meaning of true wealth – caring for the well-being of their family and community, and using financial resources as a well-intended tool to make the world a better place. It's fitting that our office is an old 1930s-era schoolhouse, because we put a great emphasis on not only our own continuing education, but in sharing our knowledge to help our clients become more informed and educated investors. Using tax planning, retirement income forecasting, distribution planning and estate planning, we strive to help clients derive income from their assets, efficiently manage wealth while minimizing tax liability, and passing it to their heirs. Our greatest differentiator is how we treat people. We provide an experience that is as unique as each client. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Gentian Financial Inc.Gentian Financial, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.