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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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As a Principal at Advanced Wealth Management Group, I specialize in wealth coaching, legacy planning, and investment management.
I have been with our firm for 15 years. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®)

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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 Specialist 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 an 25-year background in the financial...

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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. 

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As part of the Case Design Team, I assist our Wealth Coaches with in-depth analysis, research, and recommendations as we help our clients achieve their objectives, live out their dreams,

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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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