Team
Kathy Merritt
Operations Manager
Kathy is the Operations Manager of JPV Financial, a planning and wealth management firm specializing in asset management, financial planning, insurance, estate planning and corporate benefits....
Casey Callahan
Client Service Associate
Casey is the office Client Service Associate. Casey has worked in the financial services industry for 4 years, graduated from UW-Whitewater with a finance degree, and has his investment licenses.
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