Karl Wunderlich, CLU®, ChFC®, CFP®, CLTC
Karl is the founder and president of Marketplace Financial Group, LLC. As a financial advisor, he specializes in creating comprehensive financial plans for his clients incorporating all aspects of their lives. With over 25 years of financial experience…
Lisa Werner, LUTCF, RICP®
Lisa has serviced individual and small business clients as a comprehensive financial advisor for over 10 years. Her recent achievement of the Retirement Income Certified Professional Designation® will allow her to better service pre-retiree and retired clients with decisions they need to make regarding the most efficient way to utilize multiple retirement income sources. …
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