Dera L. Johnsen-Tracy, J.D. is a shareholder and co-founder of Horn & Johnsen, S.C. Dera is a graduate of Marquette University Law School and focuses her legal practice in the areas of estate planning, probate and adult guardianship. She is also a contributor to the national AAII Journal and to Your Family magazine and has taught a variety of CE classes to financial professionals and CLE seminars to attorneys through State Bar of Wisconsin PINNACLE and others.
Laurie Ellis-McLeod, Ph.D., AIF is founder and owner of AERIE Preferred Financial Group, LLC, an independent Midwest wealth services firm experienced in working with business owners and retirement plans, as well as retirement income, legacy planning, and long term care strategy for individuals and families. She is also a sought after retirement educator at the UW-Madison and community venues in the Madison area.