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



Our advisors

Dana Wales, Private Wealth Advisor serving the St Joseph, MI area - Ameriprise Advisors

Dana Wales

CFP®

Private Wealth Advisor

Managing Partner of Wales Wealth Management Group
Learn more about Dana Wales Visit Dana Wales's website
Brian Lee, Financial Advisor serving the St Joseph, MI area - Ameriprise Advisors

Brian Lee

CFP®

Financial Advisor

Learn more about Brian Lee Visit Brian Lee's website
Wendy Mitchell, Financial Advisor serving the St Joseph, MI area - Ameriprise Advisors

Wendy Mitchell

CFP®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Wendy Mitchell Visit Wendy Mitchell's website
Steve Dirnberger, Associate Financial Advisor serving the St Joseph, MI area - Ameriprise Advisors

Steve Dirnberger

Associate Financial Advisor

Registered Principal Delegate
Learn more about Steve Dirnberger Visit Steve Dirnberger's website

Our 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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Callahan Wales

Callahan Wales

Financial Planning Specialist

Personal Intro

Callahan joined Wales Wealth Management Group as an intern in the spring of 2020 and was offered a full-time position later that same year. He is a proud graduate and die-hard fan of the University of Michigan.

Qualifications

  • Bachelor of Science, University of Michigan, 2018
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John Bare

John Bare

Financial Planning Specialist

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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