the path to financial freedom starts here

While many big name firms offer quality investment products, those products may be chosen by people who don’t even know you.

These large firms may also impose sales quotas on their advisors – hidden agendas that limit your choices even more. At Midwest Wealth Management, Inc., we believe in the power of individual choice. A place where your voice carries the most weight in helping you achieve your vision of a well-invested future.

GREG SHIELDS

President+

Greg Shields has worked in the financial services industry for more than 30 years. For the last 14 years he has focused more on alternative investments in financial planning and wealth management.

Midwest Wealth Management, Inc. was formed in 2005 when he incorporated his individual investment firm to offer his clients more strategic paths to wealth accumulation.

ALEX DAVIS

Director of Investment Operations+

Alex is a graduate from Purdue University with a degree in financial management. He mixes Midwestern sensibility with a high degree of fiscal acumen.

Alex assists in the preparation of financial plans, client reallocations, and is responsible for maintaining the model portfolio system. He holds the FINRA Series 7 registration through Commonwealth Financial Network.

MARY ODEVICH

Marketing Coordinator+

Mary is responsible for client services and all marketing-related activities. She graduated with an MBA from Maryville University in St. Louis in 2004.

Mary combines her wealth management and securities experience with a previous background in the real estate industry to help her fulfill our clients’ needs and expectations.

our extended team

Commonwealth

Our relationship with Commonwealth enables us to remain focused on our client’s best interests by partnering with a privately owned organization who is a leader in technology, research and service.+

Research Team

Jim McAllister / Director, Equity Research – Investment Management and Research / CFA charterholder

Chad LaFauci / Director, Real Assets – Investment Management and Research / CFA charterholder; Charter Alternative Investment Analyst; FINRA Series 7, 24, 63, 65

Chris Stuart / Senior Investment Research Analyst – Investment Management and Research / CFA, FINRA Series 7, 66

Anuradha Gaggar / Investment Research Analyst – Investment Management & Research / MBA; CFA charterholder; FINRA Series 7

Planning Team

Gavin Morrissey / Senior VP, Wealth Management – Advanced Planning / JD, LLM in taxation; FINRA Series 4, 7, 24, 53, 55, 63, 65

Heather Zack / Advanced Planning Consultant – Advanced Planning / JD; pursuing the LLM in taxation; FINRA Series 7,9,10,63

Compliance Team

Tim Badertscher / Supervisor, Compliance

Jennifer Del Santo / Senior Compliance Advisor – Advertising Review

Thuy Berman / Compliance Advisor – Advertising Review

Future Technology Solutions

The team at Future Technology Solutions has helped us stay on the forefront of the data security evolution by designing our internal systems and installation of all hardware.+

Mark Shearer / Owner

Mark Weintraut / Technician

The Wisdom Link

The Wisdom Link is an intellectual capital development firm. They provide strategic planning and creative services for sales enablement and lead generation. +

Jon LoDuca / Founder & CEO

Rachelle LoDuca / Co-Founder & Vice President

Monica Twa / Project Manager

Shandra Redwine / Prime Function Director

Paige Brockmyer / Inbound Marketing Specialist

Margaret Long / Creative Director

Bill deMink / Writer

Small Potatoes Exceptional Events

Small Potatoes is a great extension of the Midwest Wealth brand by providing our clients and networks with a unique experience on all things in the events arena. Their dedication to detail and going above and beyond the status quo has left a lasting impression on all attendees of corporate events.+

Karen Kennedy / Owner and Head Potato

Katherine Segal / Vice President of Sales

Abby David / Chief Potato

Carrie Donnelly / PR Potato

our philosophy

Care

Care for our clients in the way we would want for ourselves. // More

Know

Know our client and their vision of their future. // More

Treat

Treat clients like people,
not like portfolio balances. // More

Empower

Empower clients to feel confident about their decisions. // More

Practice

Practice time-tested financial approaches. // More

our broker/dealer

Midwest Wealth Management, Inc., is required by law to affiliate with a broker dealer in order to buy and sell investment products on behalf of investors. By working with an independent broker/dealer, we are free to act independently. It’s the power of personal choice that differs from that of some other, larger financial firms whose financial representatives are accountable as much to their parent company as they are to their clients.

WHAT

A broker/dealer is a company that a registered investment professional is required to affiliate with in order to buy and sell investment products on behalf of investors. // More

WHY

The fact that we’ve chosen to work with Commonwealth Financial Network (Commonwealth), an independent broker/dealer-RIA, means that our firm remains independent, too. // More

HOW

Commonwealth was ranked “Highest in Independent Advisor Satisfaction Among Financial Investment Firms” in the J.D. Power and Associates 2013 Financial Advisor Satisfaction Study, * // More

*Commonwealth Financial Network® received the highest numerical score in the independent advisor segment in the proprietary J.D. Power and Associates 2010, 2012, and 2013 Financial Advisor Satisfaction StudiesSM. 2013 study based on 2,547 total responses and measures overall financial advisor satisfaction among advisors registered with to the Financial Industry Regulatory Authority (FINRA) investment firms. Proprietary study results are based on experiences and perceptions of financial advisors surveyed in October 2012 – February 2013. Your experiences may vary. Visit jdpower.com.

IF YOU NEED TO KNOW

Please contact us today to schedule a visit.

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