Quincy Gerrits, Cfp® Email & Phone Number

Appleton, Wisconsin, United States

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.

Appleton, Wisconsin, United States

Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting, or tax services, and we recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. Founded in 1999, Wipfli Financial is headquartered in Milwaukee, WI. We have offices in Illinois, Minnesota, Missouri, Pennsylvania and Wisconsin, and are proud affiliates of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial's advisory operations, services and fees is set forth in Wipfli Financial's current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at https://adviserinfo.sec.gov/. We provide our clients with detailed financial planning, a disciplined investment management approach, as well as the time and resources needed to formulate a prudent investment strategy. We are committed to serving our clients in a manner consistent with our fiduciary duty, which means we always put clients' interest first and make all recommendations in the clients' best interest.

Green Bay, Wisconsin Area

- Collaborated for eight weeks with other interns to research market trends, target markets, and other financial institutions in order to make recommendations to a board of 5 executives about future steps to take in regard to the brand of Associated Bank- Networked with many colleagues to get a full perspective of the business and make connections with CFP’s in the Investment Services and Private Banking sectors- Expanded previous knowledge of financial software by receiving over 75 hours of training to master programs in order to meet with clients and help resolve financial issues they were having

Green Bay, Wisconsin Area

- Worked with children ages 7-12 to promote a fun and safe environment for them to play in- Collaborated with supervisors and other umpires to maintain safety, encourage teamwork and promote fair play throughout the leagues

De Pere, Wi

- Attained valuable teamwork skills while working within group to achieve tasks faster than the expectations set by upper management- Collaborated with full time employees and contractors to learn new skills and achieve tasks that weren’t originally assigned to my job

Madison, Wisconsin Area

Green Bay, Wisconsin Area

- Organized 12 different weeks of planned activities and curriculum from sports to outdoor education depending on weekly themes for children ranging from ages 7-12 - Improved Leadership qualities by understanding strengths and weaknesses of the kids and utilizing them to achieve difficult tasks that were assigned

De Pere, Wisconsin

For 3 summers, I worked at Tytlers Cycles as an assistant to the Parts Manager of the store. In the time that I worked there, I did a multitude of jobs including cleaning, moving large objects,and helped work on motorcycles