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

320-656-4776
Email |
Brian Zimny headshot

Brian Zimny, AAMS®, CFP®

Senior Vice President - Financial Advisor

320-656-4760
Email |

Micah Barrett

Vice President - Senior Financial Associate

320-656-4777
Image of Lori Koopmeiners

Lori Koopmeiners

Senior Client Associate

320-656-4768
Jake Krippner

Jake Krippner, CFP®

Senior Financial Associate

320-656-4762
image of Sydney Partch

Sydney Partch, APP

Registered Client Associate

320-656-4780
Email |
image of Jana Nyholm

Jana Nyholm

Client Associate

320-656-4799

Our team

Let's start the conversation

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