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Our People

Joseph Roubik

Independent Wealth Advisor

414-329-0030

414-427-0032

joe.roubik@moneywiseplanning.com

A family man, Joe has been focused on his client's financial health and success since 1994, when he started in the industry. He has operated as an independent financial advisor since 1995. In 2003, Joe became a founding member of MoneyWise Planning Group LLC with the aim of providing added value to his clients.

Away from the office, Joe can usually be found at the nearest fishing hole. He is married to Pat since 1989 and lives in Muskego, WI. He boasts two beautiful daughters, Joanne and Michelle.

Joe holds a Masters degree in Business Administration from Cardinal Stritch University and a Bachelors of Arts degree in Sociology and Interpersonal Communications from Marquette.

 

Schedule with Joe Roubik

 Joe Roubik's State Licenses:

Securities: AZ, CA, DC, IA, IL, MN, VA, WI
Investment Advisor Representative: CA, DC, IL, MN, VA, WI

Jodie Lane

Independent Wealth Advisor

414-329-0030

414-310-5717

jodie.lane@moneywiseplanning.com

Since 2006, Jodie has personally guided her clients to pursue their investment and retirement planning needs. She conducts her business with integrity, compassion, and respect for the individual and business investor by helping them pursue their retirement lifestyle, goals, and dreams by using investment strategies matched to the individual and business owner's risk tolerance and time horizon.

Jodie Lane received her bachelor's degree from Alverno College with honors with a double major in business administration and professional communication. She received her Masters from MSOE (Milwaukee School of Engineering) in engineering management (MSEM). Jodie also holds several financial registrations including a Series 7 and 63, as well as her life insurance license. She also has her certification as an accredited asset management specialist (AAMS).

 

Schedule with Jodie Lane

Jodie Lane's State Licenses:

Securities: FL, MA, UT, WI
Investment Advisor Representative: FL, MA, UT, WI

Sarah Gruber

Sales Assistant

414-329-0030

414-310-5716

sarah.gruber@moneywiseplanning.com

Sarah has been working in financial services since graduating from UW-Milwaukee in 2013, where she received her B.S. in Biological Sciences. After college, she started working for independent wealth advisor Jodie Lane and has fallen in love with the direction her professional career has taken. Sarah plans to become Series 7 and 66 licensed in hopes of becoming a financial advisor.

In her free time, Sarah likes to spend her time doing outdoor activities, hanging out with family and friends, and chasing around her toddler son, Jack.

 

Sarah is not registered with Woodbury Financial Services, Inc.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary.