Our Team

• Marquette & Tomahawk Office

My dad, Richard Sr., was a decorated US Air Force Navigator who successfully guided his crews to destinations around the globe, from the jungles of southeast Asia to frozen tundra of the north and south poles. I inherited his passion for navigation, only I develop routes to desired wealth/financial destinations. In guiding your journey we will define a route through today’s challenging financial landscape that delivers you to your destination.

Each journey requires a thorough understanding of the terrain ahead, including the landmarks and milestones. Creating a proper road map or flight plan requires a full understanding of your present situation and the destination you desire. As your navigator, it is my job to anticipate the challenges ahead, advise you of course corrections and make appropriate adjustments. Together we monitor your progress, allowing you to enjoy the journey.

I have enjoyed the privilege of guiding many successful missions over the past 20 years and am excited about the journeys that lay ahead and the crews I will lead.

When not navigating the financial world, I enjoy the great outdoors of Michigan’s upper peninsula. Spending time with family and friends in the pursuit of outdoor adventures is where I can be found. My grandsons, two boys and daughter-in-law are at the very center of my compass.

Navigator – “a person who practices, or is skilled in, navigation”

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• Tomahawk Office

Sara is an Associate Advisor at Wealth Strategy Group. In her role, she provides a personalized approach to financial consulting, providing services that are designed to meet each client's unique goals and circumstances. With a strong commitment to individualized attention, Sara tailors every aspect of financial planning and investment management to reflect the client’s specific needs.  Her philosophy centers on building long-term relationships grounded in trust, expertise, and a deep understanding of what matters most to each client.

Sara has worked in the financial services industry since 2014 and holds her FINRA Series 7 and 66 securities registrations through LPL Financial.

Sara resides in Tomahawk with her husband, Steve, and their son, Bodie.  As a family they spend time waterskiing, snowmobiling, playing games and entertaining.  Sara and Steve also enjoy supporting Bodie in the youth sports he participates in.

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• Marquette Office

Bill is an Associate Advisor at Wealth Strategy Group. Bill works closely with clients to understand their unique financial needs and goals, providing personalized guidance on investment strategies, retirement planning, and wealth management. Integrity is at the core of his work, ensuring that every recommendation is in the best interest of the client.

Prior to joining Wealth Strategy Group, Bill obtained a bachelor’s degree in finance from Michigan Technological University. Upon graduation, Bill worked at a regional bank & trust company, managing client investment portfolios and helping them to reach their financial goals. Bill holds his FINRA series 7 and 66 securities registrations through LPL Financial.

Bill resides in Marquette with his wife Gwen. Together they enjoy being active outdoors and spending time with friends and family. Bill’s many hobbies include reading, hunting, and fishing.

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• Marquette & Tomahawk Office

Nicole is a Client Relationship Manager at Wealth Strategy Group. She brings over 15 years of financial service experience, having worked closely with clients to create and implement holistic financial plans. Nicole’s current responsibilities include managing client needs and collaborating with the advisor team to service our clients.

Nicole is originally from the metro Detroit area, where she graduated with a bachelor’s degree in business administration from Baker College. Nicole moved to the UP in 2017, where she lives with her husband and three children. She enjoys time spent outside, including boating, snowmobiling, and playing with her kids.

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• Tomahawk Office

Lori has an extensive background in providing superior client service in a few different industries including real estate, healthcare, and retail. She utilizes her comprehensive skills as a Client Relationship Manager at Wealth Strategy Group. Her responsibilities include managing client needs, coordinating client meetings, scheduling appointments and any other activities that may arise in our office. You will most likely be greeted by Lori in our Tomahawk office and hear her friendly voice when you call.

Lori is originally from southern Wisconsin but has lived in the Tomahawk area for 8+ years. In her free time, she enjoys snowmobiling, camping, gardening, hunting and being outside exploring our beautiful state with her family which includes her husband, three children and 7 grandchildren.

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Kristi is an Operations Manager at Wealth Strategy Group.  Kristi partners with the Wealth Strategy Team on administrative and client support services. Prior to joining WSG, Kristi worked in several administrative roles at Northern Michigan University, where she also earned a Master of Public Administration degree.

In her spare time, Kristi, and her husband Ryan, are busy keeping their two young children, Ella, and Evan, entertained. Kristi and her family like to spend their spare time enjoying all the outdoor activities that the U.P. has to offer. They especially enjoy camping, swimming, biking, and hiking.

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Susan has worked in the financial services industry since 2005. She is a Marketing Manager at Wealth Strategy Group. Her responsibilities include coordinating marketing campaigns and activities while maintaining superior client service and assisting our team wherever needed. Susan graduated with a bachelor’s degree in marketing from the University of Wisconsin-Eau Claire. Susan’s positive outlook and strong work ethic show in all that she does.

Susan and her husband Ron have lived in Tomahawk for over 30 years; raising their family and appreciating the small-town culture where residents truly help each other. They enjoy spending time with their 2-adult daughters and families that thankfully still live in Wisconsin. Top outdoor activities include waterskiing, snowmobiling, hunting, and hiking.

When not outdoors, Susan keeps busy helping her mother-in-law with daily activities as she is in her mid-80’s. There is a lot of wisdom to be learned from elderly family members as well as a tremendous amount of joy gained from spending time with them. Any spare hours are spent cooking, baking, and volunteering at church and our community.

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Emma is a Registered Administrative Associate at Wealth Strategy Group. She joined Wealth Strategy Group in 2022 and holds her FINRA Series 7 and 66 securities registrations through LPL Financial. Emma’s current responsibilities include account maintenance, administrative support, and partnering with the marketing team to manage social media content.

Emma was raised in Marquette and holds a bachelor’s degree in economics from Northern Michigan University. She is dedicated to serving the unique community of the Upper Peninsula, which she, her husband, and her son Ivan are proud to call home. Emma’s hobbies are very diverse and include everything from cooking to reading Russian literature. She especially enjoys learning new languages and traveling.

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