Luck

 

Marta Vant

Financial Advisor

email Marta
Phone:‚Äč 715.472.2161

Marta enjoys helping people reach their financial goals. She feels it is important to help protect what they have worked so hard to attain through all stages of their life. Marta is diligent in providing ongoing support in reaching your individual goals.

Marta moved to Luck, WI in 1987 where she graduated from Luck High School. She currently lives in Osceola, WI with her husband and children. She enjoys running, reading, skiing, and family vacations.
 

Sam DeHaven

Investment Consultant

email Sam
Phone: 715.220.9519


Sam will work with both individuals and businesses to help them make informed choices about their finances.  Sam states, "It's my belief that every client deserves an investment plan. I enjoy coaching and working with my clients, designing and implementing strategies that align with their current and future goals."
 

Chris Zuck

Regional Investment Manager, CFP®, AIF®

email Chris
Phone: 952.261.2170

Chris enjoys having in depth conversations with you about your financial goals and dreams. She follows a systematic process to develop those goals into a plan that works for you. Chris believes that everyone has their own comfort level with investment, tax, and estate planning. It is through her process that education and comfort begins and grows throughout your financial life.

Chris, a native Minnesotan, graduated from Augsburg College in Minneapolis with a degree in Business Management and Finance. She entered the financial services industry in 1987 and has held several roles in community banks. Chris currently holds two of the highly notable designation: CERTIFIED FINANCIAL PLANNER professional and Accredited Investment Fiduciary designations.


FINRA | SIPC

Investment Centers of America, Inc., member FINRA, SIPC, a registered Investment Advisor, is not affiliated with Frandsen Bank & Trust or Frandsen Investment Services. Securities, Advisory Services, and insurance products are offered through Investment Services of America, Inc. and affiliated insurance agencies are:
 




 

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