We believe that the best financial behaviors can be learned and taught, no matter your age or current financial status. It's never too early and never too late to learn how to make wise financial decisions. We are committed to helping you do that.
“I believe that every family can achieve their financial goals, if the path to do so is clear. This work of building paths and guiding clients along those paths is my passion, and it brings me tremendous joy. After twenty years of doing this, I am more excited today than ever about helping families with their finances. Helping one family at a time make good choices makes a difference. I believe that whole-heartedly and am thankful for the opportunity to serve so many people in this capacity.”
Austin is the owner and visionary behind The Wealth Group. His #1 responsibility is to lead our team in devotion to the mission: providing quality financial planning and investment management to the firm’s clients.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™, and CFP® in the U.S.
“I want people to succeed at life and that includes guiding them to achieve sound money management. I enjoy helping individuals and businesses make beneficial decisions in regards to money and investment management. Long range planning is one of my professional passions and moving people from the thought of retirement to the reality of retirement is something I enjoy assisting our clients with.”
Paul has more than 20 years of experience advising business owners and affluent individuals about their finances. Paul has achieved the CERTIFIED FINANCIAL PLANNER™ designation. Being a CFP® professional enables him to help clients focus on what is important to them. He has also earned the Chartered Retirement Plan Counselor (CRPC®) designation, which demonstrates his expertise in the area of retirement financial planning for individuals.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™, and CFP® in the U.S.
“I want to empower our clients to succeed with their money. Too many people experience unnecessary stress and anxiety in their financial lives. Proverbs 11:14 says, “Where there is no guidance, a people falls, but in an abundance of counselors there is safety.” We aim to be those counselors that provide safety for our clients.
Navigating the world of personal finance is not easy. In our 24/7 content-on-demand society, there are far too many charlatans, salespeople, and soothsayers providing lousy financial "advice." We want to be the antidote to those product-focused and sales-focused wolves. We strive to be shepherds that guide our clients around the many pitfalls and landmines that exist in the world of money and investing.
A good financial advisor should have the heart of a teacher. Through our relationship together, we aim for our clients to grow in knowledge and mastery over their finances. We want them to be the driver of their financial plan, with us as their sidekick/coach to help them make their plans and goals a reality.”
Mike has been quoted as a financial expert in Fox Business, U.S. News & World Report, Yahoo! News, GOBanking Rates, and Business Insider.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™, and CFP® in the U.S.
“I love working alongside the people at The Wealth Group. Additionally, my younger brother (and now boss) and I have wanted to work together for years. When the opportunity arose within The Wealth Group I jumped at the chance. I have always had a passion for personal finance and investing; the transition into this investment-focused role was a natural one for me.”
Developing and stress-testing the firm’s asset allocation models is a passion of Adam’s. You may often find him assessing risk metrics for client portfolios and the broader global markets as well as trading and rebalancing client portfolios.
Investments & Wealth Institute TM (The Institute) is the owner of the certification mark "CIMA" and "Certified Investment Management Analyst." Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professional.
“I love being able to see and contribute to the confidence in the families we help when they know they are taking the correct steps towards financial independence. I truly enjoy building relationships with people. The work I do with The Wealth Group gives me the opportunity to do this by building a relationship that will last a lifetime.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™, and CFP® in the U.S.
"I have realized there are so many people in the world today who are unsure of how to save or plan for the future. They live paycheck to paycheck and think debt is normal. It’s no big deal to them if they have car payments, credit card payments, student loan debt, etc. We get to help people realize that there’s a different way to live. We get to help people who feel hopeless finally find a clear path for the future while taking control of their finances for the first time. When people are proactive rather than reactive, it’s amazing what can be accomplished.
I feel privileged to be a part of their journey to financial freedom."
Karie’s main role is managing the onboarding process for new clients. She works hard to ensure a seamless transition and to make all clients feel welcome and cared for. As the Director of Client Services & Experience, she oversees the Client Services team, plans client events, processes monetary transfers, handles paperwork for clients and helps to manage the day-to-day operations of the office.
“I am passionate about my work because I think it is important to make wise, informed decisions with our finances as it permeates into all aspects of our lives. Just as people strive to maintain balance in their overall lives, financial wellness and understanding in your personal life is just as important. ”
“I enjoy helping people make better decisions with their money and I love working with the TWG team! I am surrounded by a great group of people who are experts at their craft and are willing to help make those around them better.
Every day I feel as though I am going to learn something new that will help me better serve our clients.”
“I have always had an interest in personal finance. Having a plan and setting goals for your financial life enables you to accomplish things that otherwise would never be possible. A thousand small steps in the right direction can lead to a life of stability and ability—The Wealth Group exists to help plot that course and keep our clients on track.”
Even as a young adult, keeping her finances in order and planning for the future has allowed Paige to experience wealth as a blessing rather than a stressor. She wants people to know that same freedom, especially when life gets complicated.
“In my mid 20’s, I read a personal finance book for the first time. The contents of that book opened my eyes and sparked a passion in me that transformed the financial trajectory of my family. Fast forward a few years, and this passion has now led me to change my career path and pursue becoming a financial planner.
I feel blessed to be able to join The Wealth Group and work with a very talented, high-quality team of people. I can’t think of work that is more rewarding and impactful than being able to help our clients and their families achieve their financial goals!”
Jaron married his lovely bride, Jennifer, in 2016. Since then, they have added two children to their family: Vivienne (2019) and Graham (2021), as well as a Golden Retriever named Penny. They settled into their first home in Jordan, MN in 2021. As a family, they enjoy spending time with family and friends, visiting relatives in AZ, hiking, and being on the lake. They are also very involved at River Valley Church in Shakopee, where Jaron and Jennifer serve as deacons.
Jaron has recently become passionate about the game of golf and is striving to break 85. He also enjoys working out and watching the Vikings as they find new ways to lose NFC Championship games.