Wales Wealth Management Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Wales Wealth Management Group
Team photo for Wales Wealth Management Group

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Advisors

Advisor photo for Dana Wales

Dana Wales

CFP®, BFA

Private Wealth Advisor

Managing Partner of Wales Wealth Management Group
Visit Dana Wales's website
Advisor photo for Brian Lee

Brian Lee

CFP®

Financial Advisor

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

Wendy Mitchell

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Wendy Mitchell's website


Team

Keri K. Suarez

Keri K. Suarez

Business Development Manager

Personal Intro

Keri joined Wales Wealth Management Group in 2013. She came to the team with professional experience as a media relations specialist at Andrews University in Berrien Springs, Mich., a publicist for Ave Maria Press in Notre Dame, Ind., and chief website producer for WNDU-TV, South Bend, Indiana's NBC affiliate.

Qualifications

  • Bachelor of Arts in Communication, Andrews University, 2001
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Kim L. Hedman

Kim L. Hedman

Office Manager

Cheryl Lear

Cheryl Lear

Receptionist,

Administrative Assistant

Personal Intro

Cheryl joined our team in 2020 after a 31-year career with Whirlpool Corporation.

Qualifications

  • Associate Degree in Applied Business, Lake Michigan College, 1983
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John Bare

John Bare

Financial Planning Analyst

Personal Intro

John came to the team in May of 2021 following his graduation from Western Michigan University’s Haworth School of Business.

Qualifications

  • Bachelor of Business Administration, Haworth College of Business at Western Michigan University, 2021
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Corey Hansen

Corey Hansen

Operations Director

Personal Intro

Corey joined the team in January of 2023. He spent the previous seven years working as the Constituent Advocate & District Operations Manager for the United States House of Representatives.

Qualifications

  • Bachelor of Business Administration, Western Michigan University, 2014

  • Bachelor of Science, Colorado State University, 2021

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