Who We Are
Manchester Investments offers comprehensive, objective investment guidance to individuals and small businesses. We assess our client’s needs and prepare an investment plan. We then work with our clients to implement the plan. We want to help our clients work toward their most important financial goals. Since we are independent, our consultants have access to a broad selection of financial products to choose from and can offer objective recommendations.
Manchester Investments is located on Broad Street in Greendale. The friendly Greendale village center provides a pleasant and relaxed atmosphere for our offices. Greendale was established in 1938 as a planned community by the federal government.
Much of Greendale’s unique history and flavor has been retained. We occupy the second floor of the building that was the original Greendale Post Office. We are pleased to be involved in the preservation and enhancement of the family oriented atmosphere of our village.
A Unique Team
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A native of Kenosha, John is a graduate of Lawrence University (B.A. Economics) and University of Wisconsin – Milwaukee (M.S. Finance). Since 1989, John has been providing objective & comprehensive financial planning services to our clients, focusing on long term investing for Retirement, College Savings and Estate Planning.
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Rick is a graduate of Case Western Reserve University (B.S. Chemical Engineering). Since 2003, Rick has been providing comprehensive financial planning services to his clients. He helps clients with retirement, education planning, estate planning and insurance needs. He lives in Franklin with his wife, Kristie, and two children, both attending Hales Corners Lutheran schools.
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Jacob holds a B.S. from Beloit College and an MSc from the University of Exeter (England). In 2015 he joined John and Rick as the third advisor in our team after working for UW-Milwaukee and the USDA. He provides objective comprehensive financial planning advice to our clients to help them address their financial goals. He is committed to learning and growing as a financial professional and is currently studying to take the CFP® exam in March, 2018.
A native of Greendale, Jacob recently moved back to the village with his fiancée Elaine. When he is not at the office he enjoys traveling, playing golf, and brewing his own beer and cider.
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Originally from small town Iowa, Teri is a graduate of Lawrence University (B.A. Studio Art). Teri has worked together with John from the beginning of Manchester Investments, providing client account servicing along with coordinating educational events and community involvement.
In her free time Teri enjoys golf, yoga, vocal choir, family and travel.
Ann Marie is a graduate of UW-Madison with a degree in Economics. Ann Marie provides client account servicing and works alongside Teri with coordinating educational events for our clients. Ann Marie resides in Franklin with her husband, Travis, and they have two children attending Franklin schools.
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Nancy is also a native Iowan and was a Greendale neighbor of John & Teri’s for many years. Nancy worked for a number of years at a local bank and now volunteers at her church along with working part time for Manchester Investments keeping our birthday card deliveries on task!
Speak to An Advisor
Our investment advisors would be happy to answer any questions you have about your financial situation. Get answers to your most pressing questions.