Celebrating 25 years

Please join us in congratulating Kathy Kern, operations manager for Financial Fiduciaries, LLC for her 25 years of service to our clients as well as our team of professionals.    Undoubtedly, she has witnessed many changes over the last two and a half decades, the greatest of which can be found on the production side of the business.   Kathy notes, “We printed to a dot matrix.”  Despite advances in technology, she admits to being “old school and believes in the value of face-to-face communication.

In today’s job market, rarely does one find an individual celebrating 25 years with one company.  We are thankful for Kathy’s dedication to Financial Fiduciaries, LLC.  She appreciates the hometown commitment that Financial Fiduciaries, LLC has made to the area while providing that local contact along with a full service, one stop approach for clients.

Kathy’s critical, behind-the-scenes role includes record keeping and reporting functions, trading, settlement along with deposits and withdrawals.  She worked in the banking and brokerage industries before joining Vigil Trust/Financial Fiduciaries in 1992 and holds a Bachelor of Science degree from the University of Wisconsin-Stout.

About Objectively Speaking

Tom Batterman, founder of Vigil Trust & Financial Advocacy and Financial Fiduciaries, LLC is in the business of representing the best financial interests of his clients. Having provided objective, fee-only financial management services for over two decades, he specializes in managing the investment and related financial affairs of individuals and mutual insurance companies who do not have the time, interest or expertise to manage such matters on their own. As an objective, unbiased professional who takes on a fiduciary responsibility to his clients, he guides clients to the financial decisions they would make themselves if they had years of training and experience and the time and expertise to fully research and understand all of their options. Founded in 2010 as an outgrowth of Vigil Trust & Financial Advocacy, Financial Fiduciaries, LLC is a financial management solution for individuals and mutual insurance companies who recognize they do not have the time, interest or expertise to properly attend to their financial matters on their own. While there are many financial “advisors”, most of them have investment products to sell and the “advice” they provide is geared toward getting their clients to engage in a purchase. As one of the rare subset of advisors known as “fiduciary advisors”, Financial Fiduciaries does not sell any investment product so its guidance is not compromised by conflicts of interest which plague ordinary advisors. Prior to his employment in the financial industry in financial advocacy and trust positions, he worked at a private law practice in the Wausau area in the areas of estate planning, tax, retirement planning, corporate organizations and real estate. He is a graduate of the University of Wisconsin-Madison and the UW-Madison Law School and has during his career held Series 7, 24 and 65 securities licenses. A longtime resident of the Wausau, Wisconsin Area, Tom is active in the community. He enjoys golf, curling, skiing, fishing, traveling and spending time with his family.
This entry was posted in Uncategorized. Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s