Meet the JL3
Dream Team
We’re here to help you unlock a clear, confident financial future.
John Locke III
CFP®, CLU®
John Locke is a CFP® professional with over 16 years of experience, specializing in personalized financial planning. With a degree in Economics from the University of Wisconsin-Madison and credentials from the CFP Board and American College, John is dedicated to helping clients make informed financial decisions. He emphasizes both offensive and defensive strategies, focusing on retirement, risk, and legacy planning, while prioritizing personalized care and service.
Kim Fisher
Client Service Associate
kim.fisher@jl3financial.com
920-883-6598
Green Bay Office
With over 30 years of experience in the financial industry, she has served the Green Bay, De Pere, and Milwaukee areas. Kim's dedication to her clients comes from her thoughtful, caring nature, and her attention to detail ensures their needs are always met.
Active in the community, Kim volunteers at St. John’s homeless shelter, works with MLGS Dog Rescue to raise funds, and is the Canine Good Citizenship Tester at Liberty K-9 in Green Bay.
Barb Magley
Client Service Associate
barb.magley@jl3financial.com
715-716-0023
Crivitz Office
Barb brings over 35 years of experience in the financial services industry, with a focus on banking in the De Pere, Green Bay, Marinette, and Crivitz areas. She is dedicated to providing timely and professional service to her clients, always maintaining a positive attitude.
In her downtime, Barb enjoys reading, spending time with her family, and camping with her husband Ron, children, and grandchildren around the campfire.
James Maier
Intern
james.maier@jl3financial.com
608-733-0520
Eau Claire office
James is currently a rising senior at the University of Wisconsin–Eau Claire, working toward a Bachelor's degree in Business Administration with a major in Finance and a certificate in Artificial Intelligence. In addition to school, he is preparing for the SIE exam and have completed certifications in Bloomberg and FactSet, which have helped strengthen his understanding of financial analytics and market research tools.
Outside of work, he enjoys playing sports, piano, reading, and spending time with friends.
Jacob Schiessl
Client Services Associate
Jacob joined the team as a full-time Client Service Associate in June 2023, after spending a year with the company as an intern. Jacob graduated from UW-Madison in May 2023 with a bachelor’s degree in Personal Finance. Jacob is fully licensed as a Registered Representative.
In his free time, Jacob likes to watch Wisconsin sports such as the Brewers, Packers, and Milwaukee Bucks. He also enjoys traveling up north to Lakewood on the weekends during the summer to fish and do watersports such as skiing and wakeboarding on Wheeler Lake.
jacob.schiessl@jl3financial.com
608-999-0102
Madison Office
Marcie Raasch
Administrative Associate
marcie.raasch@jl3financial.com
608-733-0520
Green Bay Office
Marcie has over 10 years of experience in the financial services industry. She leverages her degree in Business Management and expertise in streamlining systems and managing complex paperwork to ensure smooth operations for client accounts. Beginning her career in banking in De Pere and Green Bay, Marcie strives to help clients and treats each one like a cherished family member.
In her free time, she enjoys crocheting, spending time with her daughter Maddi and her puppy Apricot, and playing board games.
Ryan Kamps
Intern
ryan.kamps@jl3financial.com
608-733-0520
Green Bay office
Ryan is currently a rising senior at the University of Wisconsin- Green Bay, working towards a bachelor’s degree in finance with an emphasis in Personal Financial Planning. Ryan has a deep passion for Financial Planning. He uses his years of knowledge gained from research and education to gain an understanding of the industry and how it operates.
In his free time, he enjoys participating in various forms of physical activity like Pickleball, Football, Running, and Rollerblading. He also enjoys spending time with his Fiancé, Selena and his 2 dogs Lulu and Tessa.
John Locke III is JL3 Financial
John Locke has been working as a financial planner since 2008 and has a proven track record of helping clients achieve financial independence.
Financial Wellness Rooted in Family
John began managing family finances early, developing healthy financial habits and positive practices.
Making it Official: Education
John earned a Bachelor's degree in Economics from the University of Wisconsin - Madison.
Getting Started: Early Career
John begins his journey at Northwestern Mutual as a Financial Representative.
Continued Momentum: Career Progression
John takes the next step and joins Bank Mutual as an LPL Financial Advisor.
Professional Development
Obtained Certified Financial Planner (CFP) designation
Earned Chartered Life Underwriter (CLU) designation
Acquired licenses: Series 7, Series 6, life insurance, health insurance, long-term care insurance
Gained appointment to sell Medicare Advantage and Medicare supplement plans
2018 - JL3 is Founded
John starts JL3 Financial Services knowing exactly what he wants to do differently from traditional financial planners and begins growing a team of knowledgeable and trustworthy staff who think like him.
As of 2024
Over 16 years of experience as a financial advisor, John and the team have helped over 1000 individuals and families achieve financial stability and peace of mind.
Why Choose JL3 Financial to be on your side?
At JL3 Financial, we believe that your financial journey is deeply personal and is shaped by your unique experiences and values. Our mission is to provide tailored financial solutions that respect and align with your individual relationship to money.
Personalized Strategies, Innovative Solutions
By listening to your concerns and treating your financial goals with care, we put an emphasis on creating personalized, client-focused strategies that go beyond generic financial planning solutions.
Experience-Driven, Client-Focused Approach
As an independent financial advisory affiliated with Harbour and Charles Schwab, JL3 isn’t bound to a particular set of products. That independence allows us to focus solely on your needs.
Balanced Holistic Strategies
Through comprehensive financial planning that assesses your retirement, risk management, investment management, health insurance, long-term care, social security, taxation, and legacy needs, we develop strategies aimed at achieving long-term financial success because that is the expertise and care you deserve.
Whether it's planning for your retirement, managing investments, or ensuring your family's well-being, we are here to support you every step of the way.