At Financial Solutions Central Wisconsin, we seek to provide flexible solutions that allow our clients to achieve their financial goals. We help our clients outline and prioritize their goals, work together to develop a plan to achieve them, learn about the products and programs that are available, provide ongoing support during implementation, and work together to make the changes necessary as life changes.
Based in Wisconsin Rapids, Wisconsin, we are a local independent firm that knows our community and the people who live and work here. Because we are an independent firm we are not subject to insurance agency restrictions or limited to a selection of proprietary products. We are able to be objective in our advice and give our clients the products that are truly best for their individual situation. We strive to hold ourselves to a fiduciary standard – always working in the client’s best interest.
Because our independence is important, we have chosen Cambridge Investment Research, Inc. as our broker-dealer. Cambridge gives us the freedom we need to structure our business in a way that best benefits our clients, while providing us and our clients excellent service, compliance, due diligence, technology support, and one of the widest investment selections in the industry.
Steve Holmes, LUTCF
Steve started in the financial services industry in 1998 with MetLife, in 2017 he founded Financial Solutions Central Wisconsin, LLC and joined Cambridge Investment Research Inc. As the financial advisor in the firm, his primary focus is on investments, but he also has a very strong background and knowledge of insurance products. He treats his clients’ financial concerns as if they were his own and simplifies complex investment and insurance terms into terms you can understand. Educating his clients on the products or policies they are discussing has always been his main priority. He is a Life Underwriter Training Council Fellow (LUTCF), and currently holds FINRA Series 6, 26, 63, and 65 securities licenses.
When he is away from the office he loves spending time with his wife, Tonja, and two kids, Brianna and Hunter, and his black lab Rio, of course. He enjoys hunting, fishing, and watching his kids participate in sports. Active in the community and a lifelong resident of central Wisconsin, his values and morals have always been important to him.
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Tonja has been the first face you see when you come in the office since 2006, and provides over 20 years of administrative experience. As the firm’s customer service specialist, her goal is to make your experiences positive and stress free. Tonja takes care of the back office support, appointment scheduling, client information changes, death claims, distributions requests and general questions. She has passion for helping others and an amazing gift of gab.
Born and raised in central Wisconsin, she enjoys spending time with her husband, Steve, and their two children, Brianna and Hunter. She enjoys playing with her dogs, gardening, golfing, shopping and traveling.