Helping people create, manage, and preserve wealth.

Our Team

WMG Team Picture

WMG is family owned and operated. Founder Michael (Mike) Griesmeyer started WMG in 1991, since then we’ve been dedicated to our clients. We hold our team to the highest level of integrity, operating as a fiduciary.

Our trustworthy Financial Advisors build long term relationships with clients. We understand the importance of your financial future, and we strive to help you reach your personal financial goals.


Michael G Griesmeyer, CFP ®, Compliance Officer, & President

Mike specializes in comprehensive financial planning and investment management services that provide a broad variety of solutions to your financial needs. His goal: to provide financial planning advice that clients need to improve their current lifestyles while pursuing financial independence and wealth preservation.

Lauren Griesmeyer Bonham, Chief Operating Officer

Lauren focuses on back-office services for Advisors as well as assisting in servicing client needs.

Gavan M Griesmeyer, Financial Analyst

Gavan specializes in analysis of industry trends and corporate cash flows.


Alan J Birsinger, Financial Advisor

Alan specializes in financial planning – collaborating with his clients to help them create, manage, and preserve wealth.

Richard C King, Financial Advisor

Richard specializes in comprehensive financial planning and family wealth transfer.

What sets WMG apart?

WMG requires our advisors to operate as “fiduciaries” for our clients.

What is a fiduciary? A fiduciary is an advisor who must act in your best interest.

WMG advisors must do their best to ensure their advice is informed by complete information, which means looking into all potential options for a client. Advisors are also required to avoid and disclose any conflicts of interest, and always aim to execute trade orders at the lowest price and with the most efficiency.

If you’re looking for a financial professional that will always put your interests first, you’re in the right place.

Ready to start? We’re here to help

Nothing compares to the confidence you get from knowing you’re prepared for your financial future.

Retirement Planning

Our team will work with you to determine the best plan or strategy to pursue your retirement goals.

Financial Planning

Gain confidence by knowing you’re prepared for your financial future.

Tax Planning

Our team will work with you to develop a comprehensive tax minimization plan.