Growth on both sides of the desk for a local wealth management team has resulted in a new name and identity for the organization which will now be known as the Wales Wealth Management Group in Southwest Michigan. 
Owners Steve Dirnberger, Brian Lee, CFP, Wendy Mitchell, CFP, Keri Suarez and Dana Wales, CFP, have announced that new name for their firm, a private wealth advisory practice of Ameriprise Financial Services, LLC, which is located at 505 Pleasant Street, Suite 200 in St. Joseph.
Dana Wales, Managing Partner, says, “The team has experienced a great deal of growth in the past several years, both in the number of team members and in our client base,” and adds, “With three Certified Financial Planners and a growing support staff, it was time to adopt a new ensemble name that provides a better representation of the team and how we take an integrated and collaborative approach to helping clients reach their financial goals.”
As a private wealth advisory practice, Wales Wealth Management Group provides financial advice that is “anchored in a solid understanding of client needs and expectations, and one-on-one relationships” with their clients.
Ameriprise Financial has been helping people feel confident about their financial future for more than 125 years. With a network of approximately 10,000 financial advisors and outstanding asset management, advisory and insurance capabilities, they have the strength and expertise to serve the full range of consumer financial needs. For more information, you can visit http://ameriprise.com or http://www.ameripriseadvisors.com/team/wales-wealth-management-group/
Shown in the accompanying photo of Wales Wealth Management Group provided by the team are: (L-R, front row): Wendy Mitchell, CFP, Financial Advisor; Kimberly Hedman, Practice Manager; Dana Wales, CFP, Financial Advisor; Keri Suarez, Director of Client Experience; Cheryl Lear, Administrative Assistant/Receptionist. (Back row): Callahan Wales, Intern; Brian Lee, CFP, Financial Advisor; Steve Dirnberger, Financial Advisor.
