Broker Check

Team

 
Eric has been advising senior investors for more than 14 years. Before becoming a founding partner with Midwest Wealth Management, Eric was an Investment Representative with a national securities firm.As an LPL Registered Principal,...

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During his fifteen years of experience in the investment and financial planning business, Dave has always had a close and personal relationship with his clients. Before becoming a partner with Midwest Wealth Management, Dave was a...

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Dave has 16 years of experience in the investment field. Before becoming a founding partner of Midwest Wealth Management, Dave was an Investment Representative with Edward Jones and TD Waterhouse. Prior to TD Waterhouse, he actively...

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Sue takes a hands-on, personal approach to financial planning. She works closely with her clients to develop a plan personalized to each client’s unique circumstances and to monitor the plan according to each client’s ever-changing...

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Ernie has developed close personal relationships with his clients over the years, and takes an interest in their personal as well as financial lives. Being an Independent LPL Financial Advisor allows Ernie to give unbiased advice to...

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Brad Goodbred

AIF | PPC | Wealth Advisor

630.893.1946

630.893.1948

Brad Goodbred has over 25 years of experience in the wealth management & retirement plan industry specializing in assisting high-net-worth business owners with their company plans. 

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Irene’s goal is to educate her clients toward financial fitness through planning, coaching and implementing their financial decision making. Life is fluid, and financial strategies will be customized to reflect her client’s ongoing...

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With over 10 years’ experience working within the financial services industry as a Client Service Associate, Heather strives to provide administrative support to our financial advising team while delivering our clients top-notch...

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Kathy Diebold

Administrative Assistant

630.893.1946

630.893.1948

Having over 14 years of administrative experience, Kathy brings a wealth of knowledge and superior service to our clients. Kathy also has 9 years in the banking industry. She is passionate about her organizational and communicative...

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