Our Team

Adam works with Corey to develop wealth management plans. He instills confidence in our clients by ensuring that they understand their wealth management plan at whatever level of detail is important to them. He uses his gift of...

Corey works with Adam to develop client wealth management plans. He enjoys bringing value to clients by identifying solutions they wouldn’t otherwise know or think of.  His professional and personal attention to clients make...

Kam is compassionate, funny, and ambitious; she is also one of our associate advisors. Kam graduated from Gustavus Adolphus College with a bachelor’s degree in Communication Studies. After joining the Midwest Money Management...

Connor works with Adam, Corey, and Kam on the advisor team as an Associate Advisor at Midwest Money Management. Connor enjoys making complex financial concepts and problems simple to understand, and loves being a steward and partner to...

Patty is our expert on everything behind the scenes. She gets client portals up and running, verifies transfers, manages the databases, and draws up paperwork for new and existing clients. She is the driving force....

Madison works with the team as the Client Relations Coordinator. Her duties include answering the phones, greeting clients, scheduling appointments, drawing up paperwork for clients, processing paperwork, running reports, and gathering...

The eldest son of Adam and Sarah, Declan joined the team to help fill in the evening hours. He will be greeting our evening appointments offering the same warm welcome you have come to expect. Declan is a Junior in high school who...

Sarah is responsible for keeping the team happy and productive. Whether it is implementing innovative new ideas and strategies to better serve clients, creating new marketing material, or coordinating client events, she thrives....