Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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

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Our advisors

Advisor photo for Dana Wales

Dana Wales

CFP®, BFA

Private Wealth Advisor

Managing Partner of Wales Wealth Management Group
Learn more about Dana Wales

Brian Rush

ChFC®, CLU®

Financial Advisor

Learn more about Brian Rush
Advisor photo for Wendy Mitchell

Wendy Mitchell

CFP®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Wendy Mitchell
Advisor photo for Steve Dirnberger

Steve Dirnberger

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Steve Dirnberger
Advisor photo for Brian Lee

Brian Lee

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Brian Lee
Advisor photo for Corey Hansen

Corey Hansen

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Corey Hansen
Advisor photo for John Bare

John Bare

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about John Bare
Advisor photo for Joe Green

Joe Green

Associate Financial Advisor

Learn more about Joe Green


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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