How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Dana Wales

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

Brian Lee

CFP®

Financial Advisor

Learn more about Brian Lee Visit Brian Lee's website
Wendy Mitchell

Wendy Mitchell

CFP®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Wendy Mitchell Visit Wendy Mitchell's website
Steve Dirnberger

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

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