Broker Check

Who We Are

Our Guiding Philosophy

To inspire our clients to make sound financial choices, avoid costly mistakes, and live their best financial life.

Our Vision

Our industry needs leadership to move forward and be reshaped into a valued and supportive role in our clients’ lives. We will help lead this change by committing to always do what we believe is in our clients’ best interest. Our clients must have faith that our advice is drawn from our knowledge and desire to help them realize their unique goals.

We look forward to the possibility of working with you. You will not find a staff more committed to providing you with a great experience.

Our History

Wealth Management Midwest was started in 1988 with the goal of providing clients with objective financial services and advice along with a superior commitment to prompt, courteous, comprehensive customer support. We care about our customer's finances and what is important to them. We want you to be comfortable in knowing that information provided to us by you, and information relating to investments will be held in strict confidence.

Wealth Management Midwest is an investment services firm with all securities offered through LPL Financial. LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit

At Wealth Management Midwest when we say experience the difference, we mean it. From the moment you walk in the door, you are treated like family. We have a close relationship with our clients. We make it our business to know your goals, so we can help you develop a plan designed to pursue them.

At Wealth Management Midwest, we believe that by utilizing objective risk through a dedicated staff of caring financial professionals, we do absolutely everything in our power to help you work towards your goals.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most comprehensive methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Wouldn't you like to experience the kind of financial freedom you deserve? That's what we're here for - to work towards taking the worry and suspense out of your financial future. We invite you to check out all the material on our website. If something prompts a question or you would like us to review your financial situation, please send us a quick email or call our office.