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

LinkedIn

Contact

Broker Check® by FINRA
Jenna Bradford

Jenna Bradford

President

LinkedIn

Contact

Renee Melville

CFO

LinkedIn

Contact

Eric Cima

Eric Cima

COO

LinkedIn

Contact

Broker Check® by FINRA
Cody Braun

Cody Braun

Integral leader

LinkedIn

Contact

Broker Check® by FINRA

Get to know your financial advisor.

Tyler Braun

Director of Financial Planning

LinkedIn

Contact

Broker Check® by FINRA
Joey Bunton

Joey Bunton

Financial Advisor

LinkedIn

Contact

Broker Check® by FINRA
Jennifer Merida

Jennifer Merida, CDFA

Financial Advisor

LinkedIn

Contact

Broker Check® by FINRA
Maryan Khalil

Maryan Khalil

Financial Advisor

LinkedIn

Contact

Broker Check® by FINRA
Nick Ng

Nick Ng

Investment Advisor

Contact

Broker Check® by FINRA
Ben Pahl

Benjamin Pahl

Financial Advisor

Contact

Broker Check® by FINRA

We’re here to make every day amazing.

Kat Tranel

Operations Coordinator

Heather Noyer

Client Delight Office

Contact

Tony Mackie

Director of First Impressions

Contact

Kim Hernandez

Kim Hernandez

Director of First Impressions

Contact

Katie Makey

Katie Makey

Service Systems Manager

Contact

Erich Fischer

Erich Fischer

Success Manager

Contact

Sherry Estes

Sherry Estes

Reports Coordinator

Contact

Sara Ismach

Accounts Opening Coordinator

Contact