Mary Jo Shepler is a retirement planning specialist who has worked exclusively with individual clients and retirement plan participants in the financial services field since 1986. In 2005, she founded Halcyon Investment Services in order to better assist individuals to achieve a secure retirement using wealth management and post-retirement income planning strategies. Most of her clients are approaching retirement or have already retired and are focusing on wealth preservation and retirement income solutions.
A graduate of the University of Wisconsin-Madison, Shepler has earned the following professional licenses and registrations:
- FINRA Series 7 and 63 securities registrations as an Investment Adviser Representative with Commonwealth Financial Network®, an independent privately owned
Registered Investment Advisor - Life and health insurance license
In her spare time, Mary Jo enjoys spending time with her family and friends.