Fran Neumann is a wealth manager who provides investment and insurance planning for her
clients while collaborating with experts in the industry. Fran earned a Bachelor of General
Studies with minors in finance and business from Columbia College of Missouri. She holds her
Series 6, 63 and 65 registrations as well as health and life insurance licenses.
With grace and grit, Fran is a relational advisor who takes pride in helping each client achieve
their goals. She does this by creating individualized actionable plans with exceptional support
and service. Fran’s dedication ensures her clients have the financial freedom to pursue their
dreams while feeling secure in their decisions. She aspires to meet the client right where
they’re at, whether that be during difficult times or momentous celebrations. Fran specializes in
working with business owners, families, and divorced mothers.
A resident of Crystal Lake, Fran is happily married to her husband and enjoys the blessings of
being the mother of four beautiful children. She serves the community by volunteering, which
includes working with and educating those less fortunate on the basics of personal
finance. Fran is a member of the National Association of Insurance and Financial Advisors
(NAIFA). When not working, she enjoys spending time with her family, traveling and exploring
the outside world.