Since 2003, we have been helping our clients work toward financial security with our personalized approach to wealth planning, accumulation and preservation. Our mission is to guide you towards making the right decisions for your financial future. You will enjoy and appreciate the numerous benefits of being part of the Wealth Management Group family. This alliance entitles you access to industry professionals, educational workshops, and a variety of social events.
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Chief Executive Officer
Craig is Founder and CEO of Wealth Management Group LLC. His mission remains simple: to restore confidence with investors who have lost faith in the traditional model of financial advice. Craig has orchestrated a diverse group of team members at Wealth Management Group that collectively deliver on the promise of: "A Four Season's Experience delivered with Fed-Ex efficiency." Craig and the team at Wealth Management Group have won numerous industry awards born out of hard work and a passion for putting people first.
Chief Operating Officer
As Chief Operating Officer, Leslie is responsible for the organization and improvement of the systems that aid in the delivery of the WMG Experience. She drives WMG's corporate culture and is responsible for the firms short and long term strategic goals. Leslie's main objective is to deliver measurable results that make WMG's vision a reality.
Michael serves as our firm’s benefits expert and focuses much of his efforts on educating main street investors in an easy to understand and accessible format. Customized, comfortable, personal wealth management is Michael’s specialty. That is why Michael has been featured in Chicago Magazine as a Five Star Wealth Manager and ranks in the top 1% of all LPL Financial Advisors nationally for Financial Planning.
David concentrates his efforts on the development of financial plans, asset allocation, and investment strategies. David is also responsible for delivering comprehensive risk management solutions to the firm's clientele.
Vice President of Operations
As VP of Operations, Patrick is responsible for the oversight of the WMG Client Experience. His expertise in all facets of investment, financial, and estate planning allows the firm to successfully integrate multiple disciplines. Patrick dedicates himself to the ongoing maintenance and improvement of the WMG Client Experience, so that each one of our clients can prosper from our seamless proactive approach.
Director of Trading Operations
As Director of Trading Operations, Jeffrey is responsible for conducting investment research and executing Wealth Management Group's trading strategies. Jeffrey is also responsible for the design and maintenance of Wealth Vision, our financial planning software.
As an Operations Associate, Sonya plays a critical roll in WMG's back-office functions. Sonya is responsible for processes such as: new accounts, account transfers, and beneficiary changes to name a few. She is also responsible for the development and maintenance of WMG's back-office systems.
Lisa joined the team at Wealth Management Group in the fall of 2013. Lisa has developed so many wonderful relationships with WMG clients because of her personal interaction with them, which is her favorite part of the job! By putting the client at the center of what Lisa does, she understands each client and demonstrates her genuine desire to exceed their expectations. Lisa also adds value for our clients through well-planned events and creating a company culture that puts WMG a step above the rest.
Denise works with clients and their advisors to ensure the day-to-day ongoing needs of clients are met. She is responsible for coordinating client appointments, processing paperwork, and monitoring workflows to ensure timely and accurate completion.