Wales Wealth Management Group

Our areas of focus include retirement, insurance, asset management, and tax and estate planning strategies. We have the experience and resources to provide personalized recommendations and advice to help you grow, protect and transfer your wealth. You can feel confident you’re getting a high level of service and knowledgeable advice throughout our financial planning process.


Advisors

Wendy Mitchell

Wendy Mitchell

CFP®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Wendy Mitchell's website
Brian Lee

Brian Lee

CFP®

Financial Advisor

Visit Brian Lee's website
Steve Dirnberger

Steve Dirnberger

Associate Financial Advisor

Registered Principal Delegate
Visit Steve Dirnberger's website

Team

Keri K. Suarez

Keri K. Suarez

Business Development Manager

Kim L. Hedman

Kim L. Hedman

Office Manager

Cheryl Lear

Cheryl Lear

Receptionist,

Administrative Assistant
Callahan Wales

Callahan Wales

Financial Planning Specialist

John Bare

Financial Planning Specialist