Team

In the summer of 2002, Brian left the corporate investment world to start Wealth Management Group. After 14 years, 6 with Thrivent Financial for Lutherans and 8 with US Bank, he set out on his own with a vision...

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Paul’s loyal client base is built mainly on referrals and word of mouth, a true testament to his sincerity, ability, and excellent customer service. Paul manages a client-focused practice and specializes in developing customized plans...

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Mike joined Wealth Management Group in June 2011 as a Asst. Vice President and Financial Consultant, after over 11 years of learning his trade at Edward Jones and Investment Centers of America. Mike’s focus has and always will be...

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As an independent LPL Financial Advisor, Bob brings valuable knowledge, experience and integrity to help clients understand how to address their financial objectives and through a consultative process, develops financial plans to...

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Steve has called Rice Lake, WI home for over 15 years and is a great asset to the team of professionals at Wealth Management Group, LLC....

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It was Wealth Management group's philosophy and vision centered on an individual personal approach to financial advising that attracted Steve to WMG. Steve brings with him an abundance of knowledge and experience in the investment...

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After spending 22 years in education, Dr. Bankes personally achieved the financial independence he desired and changed careers to pursue his passion of helping others achieve the financial security and freedom that is possible. His...

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With over 25 years of experience in the financial services industry, Patti’s focus is to provide wealth management solutions to individuals, families, and businesses while delivering unparalleled service. As a Colorado native,...

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Michelle joined Wealth Management Group in January 2005 as the Director of Operations. She brings with her 30 years of professional office management experience including corporate accounting, human resource and customer service....

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Steph joins WMG in our Colorado office with over 30 years of experience in the areas of administrative assistant, fundraising and most recently, financial services. A native of Fort Collins, she graduated from Colorado State University...

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