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.



Our advisors

Dana Wales

CFP®, BFA

Private Wealth Advisor

Managing Partner of Wales Wealth Management Group
Learn more about Dana Wales Visit Dana Wales's website

Wendy Mitchell

CFP®, CKA®

Financial Advisor

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

Brian Lee

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brian Lee Visit Brian Lee's website

Steve Dirnberger

Associate Financial Advisor

Learn more about Steve Dirnberger Visit Steve Dirnberger's website

John Bare

CFP®

Associate Financial Advisor

Financial Planning Analyst
Learn more about John Bare Visit John Bare's website

Corey Hansen

Associate Financial Advisor

Operations Director
Learn more about Corey Hansen Visit Corey Hansen'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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