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January 31, 2025
St. Joseph, Michigan – Wales Wealth Management Group, a private wealth advisory practice with Ameriprise Financial in St. Joseph, Michigan, was named to the 2025 list of “Best-in-State Wealth Management Teams” published by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business. This is the team’s third consecutive year being named on the list.
The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams. Wales Wealth Management Group was chosen based on assets under management, industry experience, best practices in their practice, their approach to working with clients and compliance record.
Wales Wealth Management Group is led by Dana Wales, CFP®, BFATM, Private Wealth Advisor. The team includes financial advisors Wendy Mitchell, CFP®, CKA®, Brian Lee, CFP®, Corey Hansen, CFP®, John Bare, CFP®, and Steve Dirnberger. The team also includes Keri Suarez, Director of Client Experience; Kimberly Hedman, Practice Manager; and Cheryl Lear, Administrative Assistant/Receptionist. This team has collectively served in the southwest Michigan community since the practice was established in 1987.
"This recognition validates the collective dedication and expertise of our team and reinforces our commitment to delivering an exceptional client experience and results for those we have the privilege to serve," says managing partner Dana Wales, CFP®. "As we head into 2025, we remain committed to providing our clients with personalized, goal-oriented financial strategies that achieve real, lasting results."
Wales Wealth Management Group’s inclusion on the 2025 Forbes “Best-In-State Wealth Management Teams” list reflects their commitment to providing high-quality advice and a high-quality relationship to their clients. The practice specializes in helping clients—which includes high-net-worth families, business owners, corporate executives and more—with complex financial needs through services like financial and retirement planning, risk management, and qualified plan strategies. The Forbes recognition adds to the firm’s reputation for delivering personalized, impactful financial advice.
For more information, please contact Keri Suarez at 269-983-755 or visit their offices at 505 Pleasant Street, Ste 200, St. Joseph, Michigan, 49085, or visit their website at www.WalesWealthManagementGroup.com.
Photo: Pictured L-R, front row: Kimberly Hedman, Brian Lee, John Bare, Wendy Mitchell
Back row: Keri Suarez, Dana Wales, Steve Dirnberger, Corey Hansen, Cheryl Lear
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