Cindi Ritcey Fox, CLU®, CLF®, LUTCF®
Founding Partner Financial Adviser
Cindi's career began with Humana Health Insurance Company, where she worked for 11 years, holding various management positions. She worked in Group Administration, Underwriting, Telemarketing and Sales. During the last 5 years, she was the National Sales Liaison, responsible for improving relations among 43 sales offices and headquarters staff.
In 1990, Cindi chose to directly assist clients by becoming a registered representative for Equitable and was quickly promoted to Regional Vice President AXA/Advisors Equitable of the Green Bay Sales Office. She quickly built up her office and was the only agent & manager recipient of AXA/Equitable Chair of Champions in history.
Cindi also owned a health insurance brokerage company that she started in 1991 called Fox Benefits by Design, a company designed to offer insurance packages, cutting-edge retirement plans along with educational and custom financial programs to both individuals and corporations. Targeting several markets, Cindi specialized in union & large self-funded contracts.
Cindi started with New York Life as a Sr. Partner in November of 2003 and opened a start-up Sales Office in Appleton, WI. She has built the office from scratch to 17 Financial Planners. In October of 2014, Cindi founded Financial Wellness Partners and went back into sales, specializing in educating individuals and business owners through their financial MAP. She became a Sr. Educator with Money Management Educators, a non-profit that truly is a give-back to consumers by offering pure education of financial wellness in the workplace.
She was born and raised in Wisconsin and is married to Bill Ritcey. She has two sons, Bryan (Amie) Fox – Clark (Bobbie) Fox, plus 11 grandchildren Brooke, Alyvia, Kendra, Carter, Brytni, Linkin, Gavin, Devin, Logan, Onyx & Alix. She adores her family and practices the model of family first!
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Ken Pearson
Group Benefits and Personal Insurance Professional
Ken has been in the financial services industry for the past 15 years. He joined New York Life in 2011. Since joining New York Life, his practice has focused primarily on two aspects. Working with individuals and families through financial planning and education, to customize a financial plan that is specific to each client. Ken also works very extensively in the employee benefits space with all size municipality and Public School district groups and all other corporations. Ken helps his clients develop cost effective benefit plans using employer sponsored products along with voluntary products to keep costs low and employee retention high.
Prior to coming to New York Life, Ken worked in Radio Advertising for several years and has degrees in criminal justice, business, and marketing.
Ken is married to Jamie with two children Ben & Ashlyn.
Our Strategic Partners
Bradley Wessel
Founder Of Voyage Wealth Strategies, Financial Advisor
Brad is the Principal of Voyage Wealth Strategies. For over eighteen years, his practice has revolved around comprehensive financial planning and goal based wealth management. Brad excels at understanding the goals and desires of his clients and is passionate about creating comprehensive solutions that address their overall needs. Brad specializes in retirement planning, risk management, and investment advisory services.
His belief is that a focused approach, passion, and commitment lead to a favorable client experience. Brad takes great pride in the fact that the majority of his clients have been with him for over a decade.
Brad is active in his community and serves as a board member for George D. Warriner Schools, a project based learning charter school in Sheboygan. He also volunteers and supports a number of local non-profit organizations that work with children, education, or veterans.
He and his wife Amy live in Sheboygan where they were both raised. They have five children.
Kirstin Jensen
Registered Service Assistant, Associate Financial Adviser
Kirstin has been affiliated with Voyage Wealth Strategies as an assistant to Bradley Wessel since 2011 and is a vital addition to the daily operations of the organization. Kirstin works closely with Brad during the creation and revision of financial plans and assists in the preparation of internal reports and client reviews. She also supports our clients with administrative and service related needs.
As a Registered Service Assistant and Associate Financial Adviser, she is currently licensed in Life, Health and Accident Insurance. She also has the FINRA Series 7 and NASAA Series 66 licenses. Kirstin has an Associate of Arts degree from Lakeshore Technical College and a Bachelor of Arts degree from Carthage College.
Kirstin and her husband, Scott, currently reside in Sheboygan where they enjoy spending time with their children and families.
Jeannine Shelby
Administrative Assistant
Jeannine Shelby is the Administrative Assistant for Voyage Wealth Strategies. Coming to our office with over 20 years in the financial and customer service industries, Jeannine provides great support to our advisors. A Sheboygan native, she is using her organizational and administrative skills to help with the office planning processes and client satisfaction.
Jeannine believes in giving back to the community and the Tourette Association of America holds a special place in her heart. She is an active member on the Board of Directors for the Wisconsin Tourette Association and is a WISE HOP TS Facilitator.
Jeannine and her husband, Bryan, have been married for over 20 years and have 2 wonderful girls, Emily and Katie. The family enjoys horseback riding, sailing, and spending time together.