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 - Branch Director, Senior Portfolio Manager - Portfolio Focus

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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 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.

Brian Zimny, AAMS®, CFP®

Associate Vice President, Senior Financial Associate


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 15 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 a member of the St. Cloud Young Professionals, Central MN Estate Planning Council and is a Board of Directors member for both the MN Real Estate Foundation (a supporting organization of the Central MN Community Foundation), and Sartell Youth Rec Center (Bernick’s Arena – Kraft Hockeyville USA 2019 finalist). He is co-chair for the Early Learning Early Literacy Investment Team at United Way of Central MN and is a member of the Sartell Youth Rec Center Steering Committee (an initiative to expand the multi-sport complex). Brian is also excited about his roles as a youth hockey and baseball coach where he gets to help young kids build confidence and have fun. In addition to community involvement he 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


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


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


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.

Jacob Krippner

Registered Client Associate


Jake graduated Cum Laude from St. Cloud State University with an undergraduate degree in Accounting. Prior to joining RBC, Jake interned at a public accounting firm in Minneapolis for two tax seasons. Born and raised in St. Cloud, Jake enjoys coaching youth football and basketball. After coaching youth basketball for five years, Jake served as the Director of In-House basketball for the St. Cloud Area Youth Basketball Association. Jake also enjoys volunteering at United Way of Central MN. In addition to community involvement, Jake enjoys reading, playing softball, and spending time with friends.

Sydney Souder

Registered Client Associate


Sydney graduated from St. Cloud State University with an undergraduate degree in Marketing. Originally from the Iron Range, she stayed local after graduating college and calls the St. Cloud area her home. Prior to joining RBC, Sydney served in the Financial Services and Banking industries. She enjoys spending time with her family, traveling up north to the cabin, watching amateur baseball in the summer, and watching college hockey.

Our team

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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