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Team

We have a Passion for helping individuals manage and preserve wealth. Founders, John Karpinsky and Tom Winkels, and all of our professionals at Advanced Wealth Management Group are committed to coaching through the development of wealth creation and preservation strategies for clients.

 
As Principal and co-founder of Advanced Wealth Management Group, I specialize in wealth coaching, legacy planning, and wealth management for clients that include successful professionals, corporate executives, business owners, and...

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As Principal and co-founder at Advanced Wealth Management Group, I specialize in wealth coaching, legacy planning, and wealth management for our clients. I am here to help you make wise choices regarding your wealth and your financial...

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Daniel J. Klein, CFP®

Associate Advisor and Paraplanner

(612) 347-8669

(612) 313-7546

As Associate Advisor and Paraplanner with Advanced Wealth Management Group, I work closely with clients, specializing in wealth coaching, legacy planning, and wealth management for them. I also help collect and prepare information for...

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Kathleen M. Zinniel

Manager, Concierge Services

(612) 347-8669

(612) 313-7546

As Manager of our Concierge Services at Advanced Wealth Management Group, I strive every day to provide you as our client with an exceptional experience. I want to make sure that you are taken care of when working with our firm. I am...

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Kimberlee Grayson

Business Processing Specialist

(612) 347-8669

As the Business Processing Manager with Advanced Wealth Management Group, I am responsible for processing all new business services and meeting the ongoing servicing needs of our clients. I have a 15-year background in the financial...

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Brandon Ulmer

Paraplanner

(612) 347-8669

As part of the client Case Design Team, I assist our Wealth Coaches for our client meeting discussions by collecting and preparing the necessary documentation, analysis, and recommendations to achieve our clients’ objectives. For our...

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Kim Nalipinski

Wealth Management Support Specialist

As one of the Wealth Management Support Specialists, I help process the ongoing servicing needs of our clients including new business, account maintenance, and securities trading. I work extensively with our team of specialists to...

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Ramona C. Lanners

Director of Client Services

612) 347-8669

(612) 313-7546

As Director of Client Services at Advanced Wealth Management Group, I am the liaison between our clients, our wealth coaches, and our team of specialists to help ensure that the pinnacle of our planning efforts are brought to fruition...

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