Who we are

OUR BUSINESS IS PEOPLE AND MAKING EVERY DAY AMAZING.

Our mission is to increase our clients’ clarity and confidence about their financial future by sharing proven financial strategies through The Life Enjoyment Experience™.

The Tranel
Story

the-tranel-financial-group-roch-tranel

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
Chief Executive Officer

Leadership Team

Roch Tranel

Roch Tranel

Chief Executive Officer

Roch Tranel, CFP, is the CEO and Founder of The Tranel Financial Group and has been helping individuals reach clarity and confidence about their financial future since 1988. Helping people Enjoy a Better LifeTM through successful financial planning is Roch’s passion in life. Roch has assembled a team of professional financial advisors who are committed to the same principles and share his same commitment to providing an unparalleled client experience. Roch is the leader of the Liberty One Management Team and manages over $211 million in assets. In 2012, the Liberty One Portfolios became available at a national level. This gave him the opportunity to share his strategies with all Money Concepts Representatives across the nation and their clients.


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Cody Braun

Cody Braun

President

Cody Braun is President of The Tranel Financial Group, leading the team by example with his business savvy and contagious enthusiasm. Cody helps people Enjoy a Better Life by bringing clarity and confidence to his clients and everyone else around him. His leadership and marketing skills are a large part of what makes The Tranel Financial Group the exceptional firm that it is today. Cody’s mission and passion is for helping people!  Along with the Tranel  values of  integrity, leadership, teamwork, striving for excellence, building life long relationships and have fun  while doing it have allowed Cody  to excel. His commitment to the community involves more than just opening our business doors, it also means opening our mind and our heart to help all people and businesses succeed.


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Eric Cima

Eric Cima

Chief Financial Officer

Eric Cima is the Chief Financial Officer of the Tranel Financial Group. Helping people get the most enjoyable experience out of life through sound financial advice is what drew him to the industry in 1992. As a certified Fund Specialist, Eric’s proficient at advising clients which mutual fund best suits their needs.


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Financial Advisors

Benjamin Pahl

Benjamin Pahl

Financial Advisor

Ben is the director of Financial Institutions as well as a member of The Tranel Financial Group’s professional advisory team. He also serves on the Liberty One Investments Team. Ben specializes in working with Great Lakes Credit Union Members, assisting them with all of their financial planning needs.


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Tyler Braun

Tyler Braun

Financial Advisor

Tyler has a passion for working with clients by helping them succeed in achieving their financial goals. Tyler’s objective is to build a lifelong relationship with each client by providing knowledge in the financial industry and assisting them with their financial planning needs. Tyler has spoken multiple times at National Money Concepts Conferences, as an professional in his field. 


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Jeff Beck

Jeff Beck

Financial Advisor

Jeff’s primary professional goal is to provide Great Lakes Credit Union members and their families with a wide array of financial products and services. He is driven to be an ally to his customers in all aspects of their financial journey – helping them gain clarity and confidence about their future.


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Jordan Bradford

Jordan Bradford

Financial Advisor

Jordan has an open and friendly demeanor which people naturally gravitate to. He is an enterprising advisor who will listen intently to your needs and deliver the plan best suited to help you reach your financial goals. Jordan’s background in banking will help you navigate complex strategies and give you a fresh, new approach to understanding them. Jordan’s perceptive edge gives him keen follow through and makes him an inventive problem solver.


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Nick NG

Nick NG

Investment Advisor

Nick is a research analyst, focused on combining data analytics and fundamental analysis to evaluate current economic conditions, security values and asset allocation strategies. He also leads Liberty One Investments team. Nick holds a BA degree in Finance from the University of Wisconsin where he helped co-manage the University’s endowment fund. 


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Sara Delli Paoli

Sara Delli Paoli

VP of Community Enrichment

Sara has an irrefutable passion for serving people and networking throughout the community. As a former hotelier, Sara is a warmhearted and genuine individual that strives to impact people’s lives. As Vice President of Community Enrichment, Sara’s goal is to provide the community with information to help make the best decisions about their financial future.


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Joey Bunton

Joey Bunton

Financial Advisor

Joey takes pride in simplifying the complex and breaking down strategies, ideas and situations to their nuts and bolts. His commitment and passion is to create a lasting relationship with you and your family to guide you through the various stages of you financial life and retirement. He wants to help you win your game, whatever that may be. 


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Life Enjoyment Team

Peter Bukowski

Peter Bukowski

Client Service Representative
Tony Mackie

Tony Mackie

Director of First Impressions
Kat Tranel

Kat Tranel

Office Manager
Stephanie Walsh

Stephanie Walsh

Executive Assistant
Jenna Tranel

Jenna Tranel

Director of Operations and Marketing
Virginia Walker

Virginia Walker

Director of Client Service Representatives
Sherry Estes

Sherry Estes

Client Service Representative
Kim Hernandez

Kim Hernandez

Executive Assistant
Erich Fischer

Erich Fischer

Associate Financial Advisor

Join the Team

THE BEST PLACE TO WORK

Best Place to Work

The Tranel Financial Group strives to be the best place on the planet to work. We are a fee based and an independent firm, therefore we are not tied to proprietary products. We have a full time receptionist and service to support your book of business, along with six private meeting rooms and a 1,500 square meeting place that will fit 75 guests, comfortably. The firm provides client appreciation events throughout the year, and marketing support. You are granted 20+ free days per year, with Health Insurance, Dental and Vision packages. Along with 401(k) matching and season cubs ticket (GO CUBS).

What We Look For

  • Ambition – You are motivated to reach your goals and be the best.
  • Coachable – You want an accountability partner, although you hold yourself to high standards.
  • Resourceful – You ask questions to get the job completed, and you gather and analyze information skillfully.
  • Problem Solving – You identify and resolve problems in a timely manner; Develop alternative solutions; Work well in group problem solving situations; Use reason even when dealing with emotional topics.
  • Relational – You enjoy people and getting to know them. You are personable, and your relationships with clients are of high importance to you and are more like friendships.

Merger and Acquisition

Your client’s best interest lays here at The Tranel Financial Group, a forward thinking, independent full service, financial planning center. At The Tranel Financial Group, we have unparalleled marketing, client service, and portfolio management support. Our marketing efforts are designed to keep your clients engaged and proactively informed, through quarterly educational workshops and client appreciation events, monthly newsletters, and annual reviews. Our service model is designed to make it easy for you and the clients during the transition and beyond. Their main focus is to keep the advisors time free to work with the clients. We pride ourselves on our high retention rate and follow through. We also have an investment committee to proactively monitor and develop new investment vehicles to help your clients reach their goals, keeping them updated along the way.

 

JOIN OUR TEAM OF FINANCIAL ADVISORS

A career at The Tranel Financial Group is an opportunity to work with one of the fastest growing, INC 5000, top rated private companies in the US. We strive to attract highly talented, self-managing Financial Advisors who invest in our communities, and raise our visibility in the marketplace through our Liberty One Investment Platform. As part of our team, you would be dedicated to enhancing the “Making Everyday Amazing” factor for managing expectations of the clients we serve. As a financial advisor, you would be responsible for guiding perspective clients and current clients through our proven “Life Enjoyment ExperienceTM” process. This position is a fast paced, challenging sales role for self-motivated and driven professionals.

FINANCIAL ADVISOR QUALIFICATIONS

This position requires a bachelor’s degree from an accredited College or University. Candidates must be fully licensed (S7,S66,LAH) from previous exposure, and experience in the financial industry is beneficial

Apply Now

INTERNSHIPS

At the Tranel Financial Group, our interns are our team members. They gain hands-on experience in several departments at the rm, thus exposing them to a taste of everything, hence the “Taste of Life Internship program.” Each intern is placed with an individual mentor within their eld of study. They work closely with our team and experience the rewards of our work here. We seek out individuals who share a vision of helping our clients Enjoy a Better LifeTM. Each week, Roch Tranel has leadership discussions with them to develop a professional embodiment mindset. We grow our team members into high energy, dedicated, and knowledge-thirsting leaders. Interns gain a powerful education here that they cannot learn in the classroom. We crave leaders who have strong time management and organizational skills, a strong work ethic, and effective communication to join our team.

Location: Libertyville, IL
Industry: Financial Planning, Wealth Management, Business, Tax planning, Insurance, Investment, Marketing
Years of Experience: At least 1 previous internship, suggested Education Level: Sophomore, Junior, Senior
Hours: Suggested full time, exible with summer schedules

Apply Now