WALES & ASSOCIATES

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

Gregory Kachner

Gregory Kachner

Associate Financial Advisor

Senior Vice President
Visit Gregory Kachner's website
Wendy Mitchell

Wendy Mitchell

Financial Advisor

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

Brian Lee

Financial Advisor

Visit Brian Lee's website
Steve Dirnberger

Steve Dirnberger

Associate Financial Advisor

Registered Principal Delegate
Visit Steve Dirnberger's website

Team

Keri Suarez

Keri Suarez

Business Development Manager

Kim Hedman

Kim Hedman

Office Manager