Our commitment

We understand the responsibilities and stress that often accompany wealth. By partnering with you to address the financial issues most important to you, we believe your Private Wealth team will deliver the high level of service you expect and deserve. Should you already have relationships with other professionals, such as accountants, attorneys or tax advisors, we will be happy to include them in the team approach we take to help you prepare for the future you want.

Brad Wheelock

Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus

320-656-4776 | Email |

Brad graduated Cum Laude from St. Cloud State University with an undergraduate degree in Finance. In addition to the 20 hours of continuing education that he commits to each year, he holds the  the Accredited Investment Fiduciary (AIF) designation.

Brad is on the Board of Directors for the Central MN Community Foundation.  He's also a member of the St. Cloud Rotary Club, Central MN Estate Planning Council and a past Board member of the CentraCare Health System Foundation, (which includes a 479 bed hospital)  March of Dimes, Stearns History Museum, Central MN Boy Scouts and the Cathedral High School Foundation.  He's also a served on the Board of Trustees for the St Cloud State University Foundation.  In addition to raising his three children, along with his wife of 29 years, he took great pride in mentoring youth as a Varsity High School Football coach. However, Brad says there is nothing he enjoys more than spending time with his family.

Jan Bensen, CFP®

First Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

320-656-4762 | Email |

Jan has over 30 years with RBC Wealth Management since 2001. She has a degree in Psychology from Macalester College and a Master’s Degree from St Cloud State University.  She holds the Series 7, 8, 63, 65 licenses and has the CERTIFIED FINANCIAL PLANNERTM(CFP®) certification.  She is an Accredited Investment Fiduciary and Accredited Asset Management Specialist.

Jan is the proud recipient of the 2009 Athena Award.  The Award honors individuals for professional excellence, community service and for actively assisting women in their attainment of professional excellence and leadership skills.  Additionally, Jan is a past board member of Forum of Executive Women, the Great River Regional Library, Girl Scouts of Minnesota and Wisconsin Lakes and Pines, Zonta Club of St Cloud, St. Cloud AAUW, St. Cloud State University Herberger Business School Advisory Board and currently serves on the National RBC Women’s Association of Financial Advisors board and as the President-elect of American Association of University Women of Minnesota.

Greg Neville

Associate Vice President, Senior Financial Associate

320-656-4780 | Email

Greg has been in the Financial Services industry for 18 years, all of that time with RBC Wealth Management. He graduated cum laude from Southwest State University in 1992 with a degree in Mass Communications and a Minor in Marketing. Greg recently spent time doing mission work in Kenya, Africa and also volunteers as a St Cloud Police Reserve Officer. In addition to family time, Greg enjoys reading, hiking, and family vacations.     

Brian Zimny, AAMS®, CFP®

Associate Vice President, Senior Financial Associate

320-656-4760 | Email

Brian was named to Forbes magazine, list of “America’s Top 500 Next-Generation Wealth Advisors”.  The Forbes ranking of America’s Top Millennial Advisors considered professionals born after 1980 at all firms regardless of geography.  He brings 10 years of industry experience to the team. He has earned both the CFP® and AAMS designations. Brian is originally from Alexandria MN and received his undergraduate degree in Business Economics from St. Cloud State University. He served as Chairman of the Board for the St. Cloud Area Sertoma Club and is the 2009/2010 Sertoman of the Year. Brian is also a member of the St. Cloud Young Professionals, Central MN Estate Planning Council and is a Board of Directors member of the MN Real Estate Foundation (a supporting organization of the Central MN Community Foundation). Brian is also excited about his role as a Sartell Youth hockey coach where he gets to help young kids build confidence and have fun. In addition to community involvement Brian enjoys golf, racquetball and being outdoors. While there is plenty keeping him busy, Brian’s greatest joy comes from spending time with his wife and their three wonderful children.

Micah Barrett

Senior Financial Associate

320-656-4777 | Email

Micah has seven years of Financial Services experience, five of those years with RBC Wealth Management. He graduated magna cum laude from St. Cloud State University and currently serves as Treasurer for the St. Cloud Symphony Orchestra and is the President for Mid-Minnesota Trout Unlimited. Micah also volunteers through the BestPrep organization for the Minnesota Business Venture Program, a youth summer program that teaches leadership, business planning and financial literacy.

In addition to spending time with his wife and two children, Micah enjoys fly-fishing, camping, golf and music.

Deb Lukasavitz

Senior Registered Client Associate

320-229-1006 | Email

Deb has been with RBC Wealth Management and a member of Brad’s team for 22 years. She has been in the Financial Services industry for 30 years. Deb holds a Series 7 and 66 securities license and has an Associates Degree in Computer Sciences. Deb, along with her husband and two children, have lived in Sauk Rapids for 19 years. She enjoys spending time with family, scrapbooking, reading, hockey and traveling.

Lori Koopmeiners

Branch Service Manager/Senior Client Associate

320-656-4768 | Email

Born and raised in the St. Cloud area, Lori has been working in the financial industry for 26 years, with 19 of those spent at RBC Wealth Management. Lori is a graduate of St. Cloud State University with a degree in Elective Studies - business. She's a former school board member at her daughter’s school. She enjoys spending time with her husband and two daughters, biking, golfing and camping.

No matter where you are, no matter what you're doing, you can rest assured that the Wheelock Investment Group is always working for you.

Ready to take the next step?

We would love to discuss your financial goals and how we can put the Wheelock Investment Group to work for you. Please fill out the form below to contact us.

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