Broker Check

Team

Sarah Gruber

Sarah Gruber

Licensed Assistant/Office Manager

(414) 533-5353

(262)-326-6821

Roxie Rue

Roxie Rue

Office Greeter

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jodie Lane, AAMS®, CDFA®, MSEM

Independent Wealth Advisor

(414) 533-5353

(262)-326-6821

jodie@greenstonefinancial.com

Growing up in a single-mom household, taught me that money did not grow on trees. Around the age of eight, I knew that the nickels, dimes, and quarters that my grandfather would give to me occasionally to buy candy, would not grow in...

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Jamie Frenn

Marketing Director

(414) 533-5353

(262)326-6821

jamie@greenstonefinancial.com

Having spent over 30 years working with my husband in our family-owned business I decided to step out and use my experience as a marketing director in a different direction. I try to bring an innovative and unique approach to the...

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Sarah Gruber

Licensed Assistant/Office Manager

(414) 533-5353

(262)-326-6821

sarah@greenstonefinancial.com

I have been working in financial services since graduating from UW-Milwaukee in 2013, where I received my Bachelors of Science degree in Biological Sciences. Like many others after college, I was unsure where I wanted my career to go,...

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Roxie Rue

Office Greeter

Hi, I’m Roxie Rue the official office greeter! I am an expert tail-wagger and sloppy-kiss giver. I am always super excited to see you and my enthusiasm is evident to everyone that walks through the door. Making you feel welcome...

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