Founder of Wealth Management Solutions, LLC
For Jan Packard, the difference was caring. Jan truly cared about people, and her desire to help them achieve their goals was what drove her to create Wealth Management Solutions, LLC.
At the end of 2009, Jan left PNC Investments to embark an a great new adventure which promised her the ability to create the very best solutions for people to help manage their wealth. She teamed up with cfd Investments, Inc. and Creative Financial Designs, and Wealth Management Solutions, LLC was born. Her desire to educate and serve was lived out in the advice and investment products she provided her clients.
After serving the industry for over 35 years, Jan retired in 2017 leaving her dear friend and sister in Christ, Lisa Raderstorf, to serve as Financial Advisor and owner of Wealth Management Solutions, LLC.
Jan is now enjoying her retirement alongside her husband, Dave, pursuing her hobbies and spending much deserved time with her family, friends, and church.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Director of Client Relations
For Lisa Raderstorf, being a financial advisor isn’t about telling others what they should do – it’s about teaching them. Compassion and education are the keys to her work with Wealth Management Solutions.
As a registered assistant at Wealth Management Solutions, Lynnette Meyer supports the firm in all aspects of the financial planning, investment and life insurance services. She assists with client inquiries and requests, oversees...