Kock Financial is a full-service advisory firm specializing in offering financial expertise to businesses, families, and individuals. Located in Madison, Kock Financial is led by Michael Kock, a University of Wisconsin graduate with a degree in business administration (BAA).
Michael A. Kock, CFP®, CLU®, ChFC®, CASL®, CRPC®
Michael is a former advisor with two of Wisconsin's largest financial institutions with investment experience since 1999 and holds several certifications and licenses, including:
- CERTIFIED FINANCIAL PLANNER™
- Chartered Life Underwriter® (CLU®)
- Chartered Financial Consultant® (ChFC®)
- Chartered Advisor for Senior Living® (CASL®)
- Certified Retirement Planning CounselorSM (CRPC®)
- Series 6, 7, 63, and 65 securities registrations
Michael lives in Middleton, Wisconsin, with his wife Greta and their three children. Besides loving northern Wisconsin, Michael and his family enjoy Badger sporting events, golf, and the many unique things that Madison has to offer.
Whitney R. Tenjum
Whitney Tenjum is a Financial Assistant for Kock Financial and has been on the team since August 2015. She graduated from the University of Wisconsin Whitewater, with a Bachelor’s degree in Business and Administration. She has her Life Insurance License and Health Insurance License. She has worked locally at three of Wisconsin’s largest regional banks. Whitney has held many different positions from being a Customer Service Representative to Mortgage Lending. She has been in the financial services industry for 12+ years. She is married with 2 young boys and enjoys spending time with family and friends. She enjoys many outdoor activities including boating, fishing, ATV riding, snowmobiling, and traveling. One of her lifetime goals is to see all 50 states, which she has visited 20+ states so far!
Jordan A. Smith
Jordan joined the Kock Financial team in May of 2021. He is a graduate of the University of Wisconsin Madison’s School of Human Ecology Personal Finance program and is actively working towards his CFP certification. He holds the following certifications and licenses:
- Series 65 securities registration
- State of Wisconsin Licensed producer of health, accident, and life insurance
Jordan was born and raised in Madison and in his free time enjoys playing golf and DJing music alongside his renowned library of hand-programmed light shows. He is an avid basketball fan and Badger season ticket holder.
Jordan has a passion to help people and be an indispensable part of their life journey, which perfectly aligns with Kock Financial's emphasis on client service and trust. His first-hand experience seeing these principles in action attracted him to become a part of the Kock Financial Team.