Our Team

High-net-worth individuals and families often face complex, interconnected financial decisions, especially when those families are led by business owners. From managing concentrated risk and minimizing taxes to prepare for liquidity events and ensuring family legacy, these decisions require more than just good advice; they required experienced, strategic guidance.

Rich Tegge brings that guidance. As President of WSG, Rich partners with successful individuals, families, and business owners to bring clarity to complexity and confidence to decision-making. With deep experience founding and co-founding multiple businesses himself, Rich understand firsthand the pressures and responsibilities that come with wealth, leadership, and legacy. He works closely with clients to help them align their financial strategies with their personal values, family goals, and long-term vision.

Many of the values that guide Rich's work were shaped early in life by his father, Lt. Col. Richard Tegge Sr., a decorated U.S. Air Force navigator who instilled in him a deep respect for discipline, service, and mission-focused thinking. Today, Rich applies those same principles to help clients preserve and grow what they've built - and prepare for what's next.

With a network of trusted professionals, a client-first approach, and a proven planning process that includes WSG's PRO investment strategy and Route2Retire roadmap, Rich helps clients turn success into significance - so their wealth works for them, their families, and their future.

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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 a CERTIFIED FINANCIAL PLANNER® professional and Associate Advisor at Wealth Strategy Group. He works closely with clients to simplify complex financial decisions and help them pursue their unique goals. Bill takes a thoughtful, planning-focused approach, emphasizing a deep understanding of each family’s values, priorities, and long-term vision for the future.

Originally from Houghton, Michigan, Bill earned his bachelor’s degree in finance from Michigan Technological University. After graduation, he worked for a regional bank and trust company, where he designed and implemented investment portfolios for clients. Bill holds FINRA Series 7 and 66 registrations through LPL Financial and has earned the RICP®, AIF®, and PPC® designations.

Bill lives in Marquette with his wife, Gwen, and their son, Louie. Outside of work, they enjoy spending time outdoors with friends and family. Bill’s interests include reading, sports, 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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Emma is a Marketing 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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