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John Plumley, RICP®

John Plumley, RICP®

Retirement Benefits Specialist

John joined the team at Lake Financial Group in 2021. He has been a prominent member of the Retirement Benefit's Group, He specializes in helping members of schools, municipalities, and non-profits, grow and improve their retirement benefits and achieve their retirement goals.

John graduated from the University of Minnesota, Duluth with a major in Business Administration- Finance, and a minor in Psychology. He is currently president of the Milwaukee Mounted Patrol Foundation, which he helped create.

John resides in the Milwaukee area with his wife, Molly and son. John enjoys being an outdoorsman and volunteering within his community. John holds his FINRA series 7, 63, and 65 registrations, and his life, health, and long-term care insurance licenses.