At WMG, we hold our team to the highest level of integrity. 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.
WMG MANAGEMENT TEAM
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 is focused on servicing client needs and onboarding new clients.
Gavan specializes in analysis of industry trends and corporate cash flows.
Norm specializes in financial and investment planning. Norm collaborates with his clients to evolve their plans as their needs change; to help them create, manage, and preserve wealth.
Alan specializes in financial planning – collaborating with his clients to help them create, manage, and preserve wealth.