ON WISCONSIN BECAUSE

WE ARE OF WISCONSIN

The Marcell family has been rooted in Wisconsin for 5 generations. We understand the hard working determination, grit, and family values of Wisconsin people. We live them ourselves. The lifetime you have worked, the sacrifices you have made and the unique retirement challenges of people in our community should be treated with respect. We believe the fruits of your 40, 50, or even 60 year career should be managed in every precise detail to achieve the goal of never having to work again. As independent financial advisors we build custom financial plans that work as hard as you did during your career.

TUNE IN TO

ELITE MONEY

MARKET UPDATE

PROACTIVE AND ETHICAL.

FAMILY TRADITIONS.

The Eagle Scouts help forge the Marcell family ethics and traditions. Through deep family values and the importance of serving others, Patrick Marcell learned at an early age that simply being prepared was the key to overcoming most struggles. Today, Patrick continues to implement that idea of proactivity when creating financial plans for his clients.
Patrick traces his career in finance back to when he was five years old when he attempted to buy his first stock. Despite beginning his career in the laser industry, he found himself drawn back to the world of financial services. It was his father-in-law, a professional in financial planning, that provided the catalyst for Patrick to pursue his passion. Together, they established an independent company, leveraging their combined knowledge.
While the company has evolved over time, it remains rooted in the Marcell family’s values and traditions.
Today you can find Patrick, his brother, Michael, along with members of their family working together with the goal of clients leaving the office in a better financial position.

LOCAL AND

INDEPENDENT.

At Elite Retirement Group, we are local independent financial advisors. This means that we do not have corporate-centric big box agendas that only serve the company and not our clients. Our only agenda is your agenda. We have access to numerous vetted financial instruments and have the freedom to utilize wealth management philosophies that are specific to and appropriate to meet the needs of your lifestyle.

PATRICK L. MARCELL

CLTC, RICP

CHIEF EXECUTIVE OFFICER

Patrick has been with Elite Retirement Group since 2002. He is passionate about helping people worry less about retirement, particularly families with loved ones who have special needs. Patrick comes from a hard-working, blue-collar family who taught him the value of a dollar at an early age. In fact, he tried to buy his first stock when he was only 5 years old. As a proud Eagle Scout, he learned what it means to do the right thing for people.
Patrick passed the Series 65 securities exam and earned his Certification for Long-Term Care (CLTC®) as well as his Retirement Income Certified Professional (RICP®) designation. He also holds a life and health insurance license in Wisconsin. You can hear Patrick on the “Retirement Solutions” radio show on WSAU 550 AM and 99.9 FM.
Patrick has two children: Logan, an Eagle Scout and a Marine; and Hailey, who has special needs and a contagious laugh. Away from the office, Patrick enjoys spending time with family, fishing, boating, four-wheeling and hunting.

“We help individuals and families work toward achieving their ideal retirements.”

OUR TEAM

Amelia Garcelon

VP of Operations

Amelia oversees the daily operations of our firm. She also coordinates the operations of Elite Retire Med. Amelia enjoys working with our clients and being a part of helping them reach their retirement goals.

Amelia holds a Bachelor of Science in Healthcare Administration and is working towards a Master of Business Administration. Outside the office, she enjoys spending time with her husband, Aaron, and their children Grace and Charlie.

Alyssa Marcell

Comptroller
Licensed Insurance Agent

Alyssa has been with Elite Retirement Group since July 2002. She handles all the financials. If there is anything you need, she will be happy to help.

Alyssa has an associate degree from North Central Technical College in marketing.

A lifetime resident of central Wisconsin, Alyssa enjoys walking, fishing and spending time with her family. She also enjoys watching the Packers!

Michael W. Marcell

Investment Advisor Representative
Medicare Specialist

Before entering the financial industry, Michael worked as an environmental consultant, then transitioned to construction management, where he worked as a structural engineer. But when the opportunity came up for him to work with his brother, Patrick, at Elite Retirement Group, Michael jumped at the chance to change his career path and do what comes naturally to him: helping people.

Michael passed the Series 65 securities exam and is registered as an Investment Advisor Representative. He also holds a life and health insurance license in Wisconsin. He has a bachelor’s degree from the University of Wisconsin-Stevens Point. You can hear Patrick and Michael on the “Retirement Solutions” radio show on WSAU 500 AM and 99.9 FM.

Michael and his wife, Nicole, are parents to twins, Evan and Olivia. Along with spending time with family, Michael enjoys being outdoors hunting, fishing, boating and camping. Michael is a founding member and Eagle Scout of Troop 435, where he and Evan are active members.

Victor R. Kizewski

Investment Advisor Representative ACA Specialist

Victor started his career with Elite Retirement Group in May 2020. His passion for investing and helping people in his hometown community led him to the position.

Victor is a 2020 North Dakota State graduate with a Bachelor of Science degree in finance and a minor in banking. At North Dakota State, he was on the football team and helped them achieve three national championships.

Victor comes from a family of five and was married in August 2020. Away from the office, Victor enjoys golfing, hunting and being on the water.

Matthew Daniels

Investment Advisor Representative

Before entering the financial industry, Matt worked as a Project Executive for a Construction Management company. Due to his passion for finance and the opportunity to coach clients on their financial path, Matt transitioned to the Elite Retirement team. Matt’s goal is to provide knowledge and advice to his clients to help them get on track, stay on track, and ultimately achieve their own financial goals and dreams.

Matt passed the Series 7 & Series 66 Securities Exams and is registered as an Investment Advisor Representative. He also holds a Life and Health Insurance License in Wisconsin. Matt graduated from St. Norbert College with a bachelor’s degree in business administration.

Matt and his wife Maggie are parents to their son Hank and daughter Hattie. Away from the office, Matt enjoys spending time with family, hunting, fishing, golfing, yearly trips to the Boundary Water, and football.

Evan Marcell

Licensed Insurance Agent

Evan joined Elite Retirement Group in 2023 for an opportunity to assist clients in having everything they need to be successful and happy in their retirement journey. It also gives him the chance to work closely with his dad, Michael, and uncle, Patrick. Evan is a licensed insurance agent.

Evan is an active member of his scout alumni association after achieving the rank of Eagle Scout. He also coaches the DC Everest fishing team. Outside of his various volunteer activities, he enjoys being outdoors to hunt or fish, and spending time with his family, most importantly his twin sister Olivia.

Kacie Roth

New Accounts Manager

Kacie processes new accounts and transfers for our clients. She appreciates the opportunity to assist new and existing clients.

Kacie currently holds an Accounting Assistant degree and is working towards an Accounting degree. In her free time, she enjoys spending time with her friends, family, and dog Archie.

EVENTS

UPCOMING EVENTS
March 12th and 14th, 2024
Rhinelander – 5 Pillars of Retirement
EM Educational Class Rhinelander – 5 Pillars of Retirement
Rhinelander
,
WI
54501
March 14, 2024
March 26th and 28st, 2024
Marshfield – 5 Pillars of Retirement
Marshfield – Taxes and Social Security in Retirement
Marshfield
,
WI
54404
March 28, 2024
April 2nd and 4th, 2024
Wassau -5 Pillars of Retirement
Wish Steakhouse Dinner – Wausau – 5 Pillars of Retirement
Wausau
,
WI
55555
April 4, 2024
April 4th and 11th, 2024
Stevens Point – 5 Pillars of Retirement
Stevens Point Prepare – 5 Pillars of Retirement
UW – Stevens Point
2100 Main Street Stevens Point, WI 54481-3897
Stevens Point
,
WI
54481
April 11, 2024
April 9th and 11th, 2024
Point Educational Class – Taxes and Social Security in Retirement
Point Educational Class – Taxes and Social Security in Retirement
Point
,
WI
53565
April 4, 2024
April 16th and 18th, 2024
Waupaca – 5 Pillars of Retirement
Waupaca Dinner – 5 Pillars of Retirement
Waupaca
,
WI
54981
April 18, 2024
May 7th and 9th, 2023
Medford – 5 Pillars of Retirement
Medford – 5 Pillars of Retirement
Medford
,
WI
54451
May 9, 2024
May 21st and 23th, 2024
Inshalla – 5 Pillars of Retirement
Inshala Country Club – 5 Pillars of Retirement
Inshala
,
WI
53940
May 23, 2024
PAST EVENTS
January 1, 2023
Retirement Planning Workshop
00:00p – 00:00p
Nequam eatis ma sam que magnim quias doluptam quod magnimet faccus et eturia vendest, cus magnis nis maio idusda quos nia sinci imin reictate
Location
January 1, 2023
Retirement Planning Workshop
00:00p – 00:00p
Nequam eatis ma sam que magnim quias doluptam quod magnimet faccus et eturia vendest, cus magnis nis maio idusda quos nia sinci imin reictate
Location
THERE ARE NO EVENTS CURRENTLY SCHEDULED. CHECK BACK AGAIN SOON.

SCHEDULE A

VISIT

It is important to feel you have control over your future. At Elite Retirement Group, we offer our experience and knowledge to help you design your own strategy for financial independence.
Contact us today to schedule a no-obligation introductory visit! Call us at 800.469.2040 or connect with us online at [email protected].

CONTACT US

Have A Question?
We believe in old world relationships. Let’s meet in person. Fill out the form below & We Will Contact You!

A LOOK AT

CURRENT CD RATES AND

FIXED/MYGA * RATES OFFERED **

CD Rates

3 Month

5.1% APY

6 Month

5.05% APY

9 Month

5% APY

12 Month

5.1% APY

Fixed Annuity Rates

2 Year

5%

3 Year

5.5%

4 Year

6%
** Rates subject to change and minimums apply
Source: Financial Northeastern Companies (http://www.financialnortheastern.com).