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. Our offices are in 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
Consultant to Manchester Investments
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John established Manchester Investments in 1993. A native of Kenosha, John is a graduate of Lawrence University (B.A. Economics) and University of Wisconsin – Milwaukee (M.S. Finance). John assists with Rick and Jacob as a consultant for client services and investment strategies.
CERTIFIED FINANCIAL PLANNERTM Professional
LPL Investment Advisor Representative
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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.
LPL Investment Advisor Representative
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Jacob holds a B.S. from Beloit College and an MSc from the University of Exeter (England). Jacob provides objective comprehensive financial planning advice to his clients to help them address their financial goals. He helps clients with retirement, education planning, estate planning and insurance needs. Jacob lives in Greendale with his wife Elaine. When he is not in the office he enjoys traveling, playing golf and brewing his own cider & beer.
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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.
Elaine (Jacob’s wife) is a native of Door County Wisconsin and is a graduate of WCTC. Client service and satisfaction are qualities Elaine brings with her to Manchester Investments. Elaine provides client account servicing and works together with Teri & Ann Marie coordinating educational events for our clients. In her free time Elaine enjoys gardening and interior design (for their home, our offices and friends & family).
Office Administrative Assistant
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.
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