Our commitment

When founder Brad Wheelock set out to form our team, it was with the idea that a strong team of committed professionals with a diversity of backgrounds and expertise—who truly understood the responsibilities and stress that often accompany wealth—could help their clients accomplish anything.

Over the years as the pieces of the Wheelock Investment Group fell into place, it was due to some commonly held beliefs: that we would rather be the best wealth management team than the biggest, that integrity and honesty are the heart of our business, and that we will work tirelessly to achieve excellence in everything we do. Quite simply, our clients’ interests come first, always.

Read on to learn more about the members of your wealth management team or contact us today to learn first-hand what it means to put the strength of the Wheelock Investment Group to work for you.

Brad Wheelock, AIF®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Email |
Brian Zimny headshot

Brian Zimny, AAMS®, CFP®

Senior Vice President - Financial Advisor

Email |

Micah Barrett

Vice President - Senior Financial Associate

Image of Lori Koopmeiners

Lori Koopmeiners

Senior Client Associate

Jake Krippner

Jake Krippner, CFP®

Senior Financial Associate

image of Sydney Partch

Sydney Partch, APP

Registered Client Associate

Email |
image of Jana Nyholm

Jana Nyholm

Client Associate


Our team

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields