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.

John Karpinsky

John J. Karpinsky

Principal

JohnK@AdvancedWealth.com

Daniel Klein

Daniel J. Klein, CFP®

Principal

DKlein@AdvancedWealth.com

Derek Kilibarda

Derek Kilibarda

Case Design Associate

Karsten Gonzalez

Karsten Gonzalez

Manager, Concierge Services

Rob Beveroth

Rob Beveroth

Registered Representative

Support Staff

Kathleen Zinniel

Kathleen M. Zinniel

Client Service Director

KZinniel@AdvancedWealth.com

Kimberlee Grayson

Kimberlee Grayson

Business Processing Specialist

Charles Peszneker

Charles Peszneker

Office Manager

Derek Kilibarda

Derek Kilibarda

Case Design Associate

Karsten Gonzalez

Karsten Gonzalez

Manager, Concierge Services

Rob Beveroth

Rob Beveroth

Registered Representative