Broker Check
Janenne Lackey, CFP®

Janenne Lackey, CFP®

Chief Compliance Officer | Investment Advisor Representative

Janenne Lackey has always been focused on helping individuals navigate the twists and turns of life. After earning her Bachelor of Science from Northern Illinois University, she helped in the most literal of ways.  Lackey initially worked in the field of athletic training, primarily for gymnasts. But as she saw the expense families undertook in order to compete in sports, Lackey became interested in the financial planning.

 

In 2000, she entered the financial services field. In 2003, she decided to go independent, earning her CFP® along the way. Her focus is “Complete Personal Value-Based Financial Planning,” which consists of determining what money means to an individual and, based on that belief, how to effectively address investment, retirement, tax, estate planning, debt and risk management. By covering all aspects of financial planning, she is able to assist her clients in making sure they have the best plan for their family.

 

After a chance meeting with Wilde Wealth Management Group, she learned of their unique team-based organization that independent financial advisors could easily affiliate with.  The synergy and teamwork not only helped her be more efficient and continue to grow her practice but also allowed her to define a succession plan to ensure her clients would continue to be taken care of in case anything happened to her.  Since planning is paramount to how she focused her practice, Lackey joined the firm in 2008.

 

In 2013, Lackey added the title of Operations Manager to her role within the firm while still maintaining her clients, and in 2014 was named the Chief Operations Officer. Today, she supervises the branch offices and acts as the Chief Compliance Officer for the firm. Janenne still works with clients day-to-day as well and manages the retirement plans of small and medium-sized companies. 

 

In her spare time, she has been an avid volunteer and active participant in Wilde Wealth Management’s Wilde for Arizona™ Community Outreach Program, which empowers the entire firm to be active volunteers, fundraisers and neighborhood champions. In addition, her own volunteer and civic leadership with such organizations as the Cystic Fibrosis Foundation, Girl Scouts, Camp CEO, and Little League Basketball, has earned her the National Association of Women Business Owners (NAWBO) Unsung Hero Award.

 

Today, Janenne and her husband, Mike, split their time between Arizona and Illinois.  While in the Midwest she can be found working out of the firm’s branch office in Terre Haute, IN or training for triathlons. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Registered Representative and holds her Series 7, 63, 66 and 24 registrations.