713 Main Street,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
CERTIFIED FINANCIAL PLANNER™ Senior Partner
One of the most important lessons I have learned is that becoming a great financial planner is all about understanding the needs of clients and recognizing that everyone’s economic and life situation is unique. While I’ve...
Carrie Good has been with the firm for three years. She is the Business Operations Manager for our agents, Tom Philipp and David Carl. Before coming to Professional Wealth Management, Carrie had over ten years experience in the...
Colton Shields is a paraplanner at Professional Wealth Management Group. Having had relatives in the financial services industry, Colton has always been interested in finance. He is motivated by the opportunity to assist clients with...