Team
Macco Financial Group, Inc. is a team of investment, insurance, planning and customer service professionals qualified and licensed to handle the wealth and management needs of individuals and businesses. To meet us, please select a name below...
John Macco
President, MFG l Financial Advisor
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John Macco is owner and president of Macco Financial Group, Inc. and also serves as the Raymond James branch manager. Having come from a long line of entrepreneurs, he understands business and finance. John stepped away from the family retail business after 18 years and into marketing positions with two national CPA firms before joining the investment industry. He led a branch office for an international brokerage firm for seven years. In April 2007, John started Macco Financial Group. He holds series 7, 9, 10 and 63 licenses along with Wisconsin insurance licenses.
John’s interest in the welfare of people and his community goes further than the care he takes with his clients. He is a board member of several city reformation groups as well as his church.
Mike Macco
Financial Advisor
Investment Management Consultant
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Mike Macco came to MFG from the banking industry with a background in Corporate Cash Management. His formal training from Trinity Christian College earned him a BA in Information Systems and a minor in business. Mike holds his series 7 and 66 licenses as well as his Wisconsin insurance license. He is also a member of the Raymond James Institute of Investment Management Consulting. As Investment Management Consultant, Mike works with individuals, business owners and high net-worth clients in developing specialized financial and retirement portfolios.
Terri Seitz
Client Services Specialist
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Terri Seitz has been an assistant to John Macco, and part of the service team, since July 2000. Her years working with John in the financial planning industry, prior to the start of MFG, have provided her with skills she now uses in client services. She provides much of the requested research pertaining to client account issues and manages various marketing activities.
Shirley Henderson
Client Services Specialist
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Shirley Henderson joined the group in 2003 having come from director/manager positions for several area businesses. She is a critical part of the client services team, maintaining the firm’s client database and handling non-securities related business. Shirley assists the team with client reports and is, very often, the first point of contact for clients.
1138 Main Street | Green Bay, Wisconsin 54301 | 920.617.6830 | 920.617.6834 Fax | info@maccofinancial.com