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Wealth Coaching

Wealth Coaching

Wealth Coaching is a personalized, customer-oriented approach to wealth management. Wealth Coaching starts with our professionals at Advanced Wealth Management Group focusing solely on our client’s needs, values, concerns, goals and objectives built through a strong client-advisor relationship. Wealth Coaching is about providing financial solutions formed from personal client expectations. As your wealth coach, we can help you identify your income, protection, growth and insurance needs and build your plan accordingly from what we learn about you. These solutions will help link your expectations with your personal values and give clarity around your financial decisions and your future.

Through Wealth Coaching, we work with you to establish your individual lifestyle needs, because no client is the same. Wealth Coaching is much more than just your assets and investments, it’s about finding the possibilities through customer centered relationships, to meet your lifestyle needs, family goals and charitable legacy.

Thomas A. Winkels, CFP®

Principal

Tom@AdvancedWealth.com

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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John J. Karpinsky

Principal

JohnK@AdvancedWealth.com

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®

Principal

DKlein@AdvancedWealth.com

As a Principal 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 client reviews.

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Kathleen M. Zinniel

Manager, Concierge Services

KZinniel@AdvancedWealth.com

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

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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Charles Peszneker

Paraplanner

As one of the Business Processing Specialists at Advanced Wealth Management Group, I work closely with our clientele and wealth coaching advisors to help implement, maintain, and service their business processing needs to accomplish...

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Brandon Ulmer

Sr. Paraplanner

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...

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Abigale Christenson

Business Processing Specialist

612-347-8669

I aid in helping our clients pursue their objectives as one of the Business Processing Specialists at Advanced Wealth Management Group. I do this by processing new and ongoing business administration of our clients’ behalf. I...

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Rob Beveroth

Registered Representative

(612) 347-8669

As a member of the Case Design Team, I also work as a Wealth Coach. I assist the team with thorough analysis of our clients’ situation and provide recommendations to help fulfill their mission in life by meeting their objectives....

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