Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
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, ...
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...
Sue is passionate about helping working women who are responsible for their finances and are concerned about making the right financial decisions.
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.
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...
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...
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...
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 ...
