Broker Check

Team

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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Sarah Gruber

Independent Wealth Advisor

(414) 533-5353

(262)-326-6821

sarah@greenstonefinancial.com

Helping people feel confident about their financial future is what drew me into this profession and what continues to inspire me every day. After graduating from UW–Milwaukee with a Bachelor of Science in Biological Sciences, I joined...
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