John R. Wheeler, CLU, ChFC, LUTCF, has been serving his clients since 1983. His practice currently covers 14 states and focuses on income planning, asset management, and wealth transfer.
John is past president of NAIFA-Wisconsin, a qualifying and life member of the Million Dollar Round Table, and has served on Wisconsin OCI's Annuity Suitability Committee and the Wisconsin College Savings Board. He has authored and presented several continuing education classes through NAIFA-Wisconsin, focusing on income planning, annuities, and ethics.