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Juli McNeeley, CFP, CLU, LUTCF, joined McNeely Financial Services in 1996, and is now the owner and president of the 46-year-old independent agency in Spencer, Wisconsin, founded by her father. She specializes in the areas of retirement planning, education funding, business continuity planning and estate planning. Her clientele consists of business owners, individuals, married couples and successful professionals.
McNeely became NAIFA’s first female president in September 2014 after serving in numerous leadership positions for local, state and national NAIFA organizations. She is a frequent speaker at industry events, is a contributing author to Advisor Today magazine’s “Back Page” column, and has been interviewed by many media outlets, including the Wall Street Journal, Reuters, InvestmentNews, the Atlanta Business Journal, Employee Benefit Advisor, InsuranceNewsNet, and National Underwriter.
McNeely has a Bachelor of Science degree in marketing from Northwestern College. She graduated from NAIFA’s Leadership in Life Institute. She has earned the Certified Financial Planner™ certification, as well as the Charter Life Underwriter (CLU) and Life Underwriters Training Council Fellow (LUTCF) designations.
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