Dignity & Independence

The Key Question

There are 40 million Americans between the ages of 50-65. Only 200,000 know the number they need to retire and how to get there with a date specific, dollar specific, retirement accumulation plan. This leads to one of two outcomes, those whose money outlives them and those that outlive their money. There is no third option. Find out your number today.

Your Financial Score

Often we find ourselves wondering how we compare financially with our peers. Do you know where you stand financially? When you see someone the same age as you with lots of toys and a big house do you find yourself wondering how can they afford all of that? Take the quiz below to get your financial score and see how you stack up.

Retirement Guide

Sunny Side Up is a retirement planning guide anyone can understand, at any age of planning. This guide will help you learn how to insight and tools necessary for how to

  1. Keep pace with inflation.
  2. Protect your gains as you go.
  3. Stagger your time horizons.
  4. Overcome sequence of return risk.
  5. Take advantage of dollar cost averaging.
  6. Ensure you will not run out of money.
  7. Maximize your income potential.
  8. Help you to control your emotions.

This strategy should be the cornerstone of your plan when determining how to structure your nest egg in retirement.

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Make Every Day Amazing

Our Mission

To increase our clients’ clarity and confidence about their financial future by sharing proven financial strategies through The Life Enjoyment Experience™.

Our Vision

Our Business is people and making everyday amazing

Values: F. I. L. T. E. R.

Fun

Make everyday amazing

Integrity

Do what is right

Leadership

Inspire people and drive
positive change

Teamwork

Talented people working harmoniously

Excellence

A heritage of results

Relationships

Enhance peoples lives

Then and Now

The Tranel Financial Group was formed with a vision to help people Enjoy A Better Life™. In 1988 Roch Tranel and his wife Kat opened as a sole proprietorship and set out to help people reach their financial dreams. The Tranel Financial Group has since grown into a multi-advisor business, with a dynamic team working hard to deliver a high standard of excellence.

At The Tranel Financial Group, we firmly believe that your money should never retire. In fact, it should work just as hard as you do. We are here to be your total financial solutions provider. From adjusting your 401(k) contributions to reviewing your investments to helping you choose the right insurance for peace of mind; we always have your best interests at heart. 

Our team strives to bring clarity and confidence to every client who walks through our doors. Let one of our financial advisors sit down with you, review your finances and use their training and experience, to construct a plan that is right for you. 

Each client is unique and demands a personalized portfolio that takes into account individual goals, time lines, objectives and risk tolerances.

Remember it is never too late, or too early, for your money to start working for you. We are ready to help you every step of the way.

Financial Advisors

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Benjamin Pahl

Financial Advisor

Ben is the director of Financial Institutions as well as a member of The Tranel Financial Group’s professional advisory team. He also serves on the Liberty One Investments Team. Ben specializes in working with Great Lakes Credit Union Members, assisting them with all of their financial planning needs.

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Tyler Braun

Financial Advisor

Tyler has a passion for working with clients by helping them succeed in achieving their financial goals. Tyler’s objective is to build a lifelong relationship with each client by providing knowledge in the financial industry and assisting them with their financial planning needs.

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Jeff Beck

Financial Advisor

Jeff’s  primary professional goal is to provide Great Lakes Credit Union members and their families with a wide array of financial products and services. He is driven to be an ally to his customers in all aspects of their financial journey – helping them gain clarity and confidence about their future.

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Jordan Bradford

Financial Advisor

Jordan has an open and friendly demeanor which people naturally gravitate to. He is an enterprising advisor who will listen intently to your needs and deliver the plan best suited to help you reach your financial goals. Jordan’s background in banking will help you navigate complex strategies and give you a fresh, new approach to understanding them. His inspiration comes from his meeting and interaction with you. Jordan’s perceptive edge gives him keen follow through and makes him an inventive problem solver.

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Karolyn Wotring

Financial Advisor

Karolyn’s supportive and resourceful approach gives her a keen understanding of each client’s individual situation. With her strong background in both consulting and Financial Planning, she has worked with many clients to help them formulate and execute a strategy to reach their retirement goals.

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Karl Vehlow

Financial Advisor

Karl is a Financial Advisor with The Tranel Financial Group. He is committed to developing solid personal relationships with his clients in order to provide clarity and confidence in achieving their financial goals. His strong quantitative background in finance coupled with his entrepreneurial experience, allows him to strive to deliver high-level investment planning to every client.

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Peter Orth

Investments Manager

As the lead member of Liberty One Investment Management, Peter is involved in research, in depth analysis, communications and compliance. His contributions have enabled the growth of Liberty One and the sales and outreach to continue to attract new clients.

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Dennis Dine

Financial Advisor

Denny has a main focus in providing financial advising services to Great Lakes Credit Union Members.  Denny prides himself on follow through and client education.  His 30+ years in the financial industry make us proud to have him as a member of our team. Denny cares deeply for his clients and is always looking for ways to help others and his industry background helps him coach clients though market cycles

Life Enjoyment Team

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Peter Bukowski

Client Support Representative

tony

Tony Mackie

Client Support Representative

kathleen

Kat Tranel

Office Manager

nick

Nick Ng

Investment Client Representative

stephanie

Stephanie Walsh

Executive Assistant 

jenna

Jenna Tranel

Operations Director

 

Leadership Team

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Roch Tranel

Chief Executive Officer

Roch Tranel, CFP, is the CEO and Founder of The Tranel Financial Group and has been helping individuals reach clarity and confidence about their financial future since 1988. Helping people Enjoy a Better Life™ through successful financial planning is Roch’s passion in life. Roch has assembled a team of professional financial advisors who are committed to the same principles and share his same commitment to providing an unparalleled client experience. Roch is the leader of the Liberty One Management Team and manages over $211 million in assets. In 2012, the Liberty One Portfolios became available at a national level. This gave him the opportunity to share his strategies with all Money Concepts Representatives across the nation and their clients.

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Cody Braun

President

Cody Braun is President of The Tranel Financial Group, leading the team by example with his business savvy and contagious enthusiasm. Cody helps people Enjoy a Better Life by bringing clarity and confidence to his clients and everyone else around him. His leadership and marketing skills are a large part of what makes The Tranel Financial Group the exceptional firm that it is today. Cody’s mission and passion is for helping people!  Along with the Tranel  values of  integrity, leadership, teamwork, striving for excellence, building life long relationships and have fun  while doing it have allowed Cody  to excel. His commitment to the community involves more than just opening our business doors, it also means opening our mind and our heart to help all people and businesses succeed.  

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Eric Cima

Chief Financial Officer

Eric Cima is the Chief Financial Officer of the Tranel Financial Group. Helping people get the most enjoyable experience out of life through sound financial advice is what drew him to the industry in 1992. As a certified Fund Specialist, Eric’s proficient at advising clients which mutual fund best suits their needs.