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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. 

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Michael Martell

Asst. Vice President | Financial Consultant

715-861-7200

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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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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With over 28 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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Located at: 409 Mason Court Suite 129 Fort Collins, CO 80524

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Sam Brekken joined WMG at the Rice Lake office in January of 2022. She was born and raised in Barron County, and lives in Rice Lake with her husband and 4 children. Sam graduated from the University of Wisconsin – Eau Claire in...

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