Detailed planning is OUR CORE CAPABILITY

Midwest Wealth is an affiliation of independent financial advisors who believe that our clients - and our businesses - thrive when we collaborate.

Meet our Financial Team

Midwest Wealth

Jim Dunkel, CFP^®

Owner, Midwest Wealth Certified Financial Planner®, RJFS

Sarah Dunkel, CFP^®

Owner, Midwest Wealth Certified Financial Planner®, RJFS

Moe Wealth Management

Lisa Moe, CFP^®

Owner, Moe Wealth Management Certified Financial Planner^®, RJFS

Affiliated with Midwest Wealth

Schultz Advisors Group

Matt Schultz

Owner, Schultz Advisors Group Financial Advisor, RJFS

Affiliated with Midwest Wealth

Myrna Hay

Branch Associate

Wood Wealth Management

Tammy Wood, CFP^®

Owner, Wood Wealth Management Certified Financial Planner®, RJFS

Affiliated with Midwest Wealth

Honrud Wealth Management

Tyler Honrud

Owner, Honrud Wealth Management Financial Advisor, RJFS

Affiliated with Midwest Wealth

Support

Scott Boehning

Client Services Associate

Laura Drexler

Client Services Associate

Isaac Dunkel

Client Services Assistant

The discipline of having to put your thoughts in order with somebody else is a very useful thing.

Charlie Munger

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Midwest Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.

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