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Downtown Neenah, Wisconsin

Roth IRAs Are Often Misunderstood

Originally Posted by Tax What If Doctor on August 16, 2019

When people save for retirement they almost automatically use accounts that avoid tax now.  IRAs, 401(k)s, 403(b)s, 457s, all pretax retirement savings plans.  Certainly, long term savings uninterrupted by withdrawals and the effect of compounding… [read more]

Contributing Editors

Lynn Berry

An alumna of the University of Wisconsin-Madison, Lynn graduated with distinction in 1989 with two planning-based degrees. Lynn earned her Certified Wealth Strategist designation in 2008. She earned Accredited Investment Fiduciary designation in 2017.

She designed the Fox River Tax Centers T.R.I.P. process to help our clients reach their most desired planned destination.

Lynn is happy married to Scott with three wonderful children. She enjoys spending time with her family, gardening, and reading.

Scott Berry

Scott is happily married to Lynn with three wonderful children. He enjoys spending time with his family, bird dog hunting, and reading.

Scott founded Uplandpursuit.com 10 years ago. Scott has a passion for guiding bird hunters in the grouse capital of the world and dog handling.

Janessa Widzinski

Janessa Widzinski graduated in 2006 with a Bachelor of Science in Finance and Emphasis in Entrepreneurship from University of Wisconsin Oshkosh. She started an internship at Keystone Financial in January of 2006, obtaining her Securities licensure in 2007. In 2008 Janessa left KeyStone Financial Group to pursue opportunities in CO and WY. Her national financial experience includes training financial advisors, executing bond, stock, etf and options trading and facilitating effective communications between brokerage clients, financial advisors, broker dealers, clearing firms, and the IRS. Janessa is now a Wealth Manager with Fox River Tax Centers, LLC. She believes that our clients are the firms greatest asset. It is her number one priority when providing the Fox River Tax Centers client experience and optimizing our T.R.I.P process.

Janessa was happily married on 07-07-2007. She has two wonderful children. She enjoys spending time with her family and reading.

Daniel Lemens

An alumna of the University of Wisconsin-Green Bay, Dan graduated with a major in Business Management and minor in Economics. Dan earned his Certified Wealth Strategist designation in 2008. He specializes in individual, family, and business retirement planning needs. Dan is committed to providing exceptional client service and helping clients set and reach financial goals and life planning needs.

Dan is happily married with one daughter and a baby on the way. Dan has spent over 15 years as a high school girls basketball coach in Green Bay. He enjoys spending time with his family and golfing.

Julie Gneiser

After graduating from University of Wisconsin Stout with two bachelors in 1975, she co-founded Gneiser Construction, Inc. While running a growing construction company and raising their 4 children, Julie became compelled to build awareness to the need for quality child care. She raised capital and built the first group day care center in Wisconsin. After 15 years of setting up centers across communities and serving on county and state advisory boards, she earned a Certified Wealth Strategist designation. Utilizing her business experience, financial planning skills, and proactive decision making; she has built a solid financial practice, dedicated to helping her clients achieve success in every aspect of their lives. She is especially passionate about empowering women to set and achieve goals.

Julie enjoys spending time with her 4 children and 2 grandchildren. She enjoys reading, writing and traveling.