Having over 15 years of administrative experience, Kathy brings a wealth of personalized service to our clients. Kathy also has 9 years in the banking industry. She is passionate about her organizational and communicative skills, as ...
Sue is passionate about helping working women who are responsible for their finances and are concerned about making the right financial decisions.
During his 15 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...
Dave has 20 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...
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, ...
John has been helping clients reach their financial goals for over 15 years. John and holds Series 7, 63, and 66 securities registrations through LPL Financial as well as life, health, and variable insurance licenses.
Barbara has over five years of experience working in the financial services industry. She works closely with clients to organize their appointments and prepare paperwork for their meetings.
With over ten years of customer service experience, Melanie enjoys bringing an energetic and detail-oriented level of service to clients. Melanie has worked with clients in both an administrative and service capacity and strives to...
With years of experience in the investment industry, Pat has developed a close connection with his clients. He strives to provide a unique experience for his clients, while helping to navigate changes his clients experience during...
Antoine is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices. He partners with advisors to provide support on...
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 objective advice to...
