A family company with Midwest values that run deep.

From day one, our business has been about people. Founded by husband and wife team, Roch and Kat Tranel, The Tranel Financial Group was established in 1988 with the mission to help people reach their ideal selves through successful financial planning. Over the past few decades, we’ve seen it all. Economic uncertainty. Market fluctuations. Generational changes. Seismic technology shifts. Through it all, we’ve helped numerous people in all stages of life build wealth, plan for retirement, and achieve financial independence. By truly getting to know our client’s goals, dreams and aspirations, we’re able to help them reach their ideal financial state faster and develop partnerships that last a lifetime.

You have a complete team invested in your success.

Our experienced team of financial advisors is truly that—a team. People who are passionate about helping people. People who go the extra mile and work until the work is done. You’ll feel the difference the moment you walk through our doors. At Tranel, it’s all hands on deck. We share ideas, strategies, knowledge and experience to maintain accountability and help ensure our clients receive the best possible solutions available. Whether it’s budgeting to buy a new house in the next five years or planning to retire in 30 years, our team can help you create a personalized plan for the future you envision. We’re committed to each client’s lifelong success, engaged with their portfolios, and take a stewards approach to financial well-being.

Passion is what sets us apart. We truly take pride in our clients’ success. What makes our team special is that we each have an area of specialty—we have a CPA, our investment professionals, our financial planning professionals, and a service team—all dedicated to your real success.

Roch Tranel

Core Values

Fun

Make Every Day Amazing

Integrity

Doing What is Right

Leadership

Inspire People & Drive Change

Teamwork

Talented People Working in Harmony

Excellence

Achieve Results Through Superior Service & Solutions

Relationships

Enhance People’s Lives

Meet our leadership team.

Roch Tranel

Roch Tranel

CEO & Founder

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Cody Braun

Cody Braun

President

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Eric Cima

Eric Cima

COO

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Jenna Bradford

Jenna Bradford

Director of Sales and Marketing

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Tyler Braun

Tyler Braun

Financial Advisor

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Jordan Bradford

Jordan Bradford

Financial Advisor

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Jeff Beck

Jeff Beck

Financial Advisor

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Jennifer Merida

Jennifer Merida, CDFA

Financial Advisor

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Nick Ng

Nick Ng

Investment Advisor

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Joey Bunton

Joey Bunton

Financial Advisor

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Ben Pahl

Benjamin Pahl

Financial Advisor

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We’re here to make every day amazing.

Kat Tranel

Kat Tranel

Office Manager

Kristin Fielder

Kristen Fielder

Executive Assistant

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Erich Fischer

Erich Fischer

Associate Financial Advisor

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Katie Makey

Katie Makey

Client Service Representative

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Sherry Estes

Sherry Estes

Client Service Representative

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Tony Mackie

Tony Mackie

Director of First Impressions

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Elizabeth Steeves

Elizabeth Steeves

Client Service Representative

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