Broker Check

Team

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 unique 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.

Over the years, we have found that a team approach is an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We are comprised of a hand-picked team of specialists and we invite you to discover and experience the power of our services.

David Purdy

David Purdy

Founder and CEO

651-464-2664

651-464-8439

Chad Olson

Chad Olson

President/Operations Manager

651-464-2664

Danielle Urman

Danielle Urman

Client Services Assistant

651-464-2664

651-464-8439

Lori Purdy

Lori Purdy

Client Events & Marketing

651-464-2664

651-464-8439