Jack Koehne, CFP® & EA
H. Jack Koehne is a CERTIFIED FINANCIAL PLANNER™ practitioner, with Duck Creek Financial Planning, with more than 15 years of financial services industry experience. He prides himself as a lifelong learner and continues to take part in many conferences, continuing education and technology programs to maintain a leading intellectual competitive advantage. Jack’s greatest strength is helping people pursue their financial goals by listening to their objectives and implementing customized strategies to help them pursue their goal of living a comfortably dignified retirement in a tax sensitive manner.
Jack attended the University of Wisconsin Whitewater and received a Bachelor of Business Administration, with an emphasis in Financial Planning in 1993. He also holds the CERTIFIED FINANCIAL PLANNER™ designation, and is an Enrolled Agent (EA), and enrolled to practice before the IRS in all 50 states. Jack has FINRA Series 7, 63 and 65 security registrations, and currently holds a Life Insurance license.