MBE Wealth Management, LLC - Baraboo
Associate Financial Advisor
Austin is excited to begin his journey with MBE and continue to grow with his clients, while helping them to achieve their financial goals.
Brent is dedicated to helping people make sound investment decisions and pursue financial independence. He received his B.S. from the University of Wisconsin-Madison in 2004. He started in the securities industry in 2007 and joined MBE..
Office Manager / Administrative Assistant
Gail joined MBEWM in June 2004. She lives in Baraboo, WI with her two teenage sons – Gage and Cody. In her free time she enjoys spending time with her kids, reading, and enjoying the outdoors.Gail grew up in the neighboring popular...
Jacob grew up in Baraboo, WI and earned his B.S. at the University of Wisconsin-Madison in 2004. He has earned the CERTIFIED FINANCIAL PLANNER™ Practitioner CFP® certification, a designation awarded by the ...
Jason believes that true financial planning can only be achieved when all aspects of our financial lives; investments, insurance, estate and tax planning, are fully integrated. He received his B.S. in both Finance and Economics from...
Jim hails from the Wisconsin Dells, WI area. He graduated from UW-Madison with a B.A. in psychology, also taking business and finance classes. Jim began his career as an independent financial advisor in 1989.
Chief Compliance Officer / Financial Advisor
Prior to joining MBEWM, Joe spent 13 years working in two different retail bank environments in Tomah, Wisconsin. He holds a B.A. in Finance from the University of Wisconsin La Crosse, and, an MBA from the University of Wisconsin Eau...
Mary joined MBE Wealth Management as an Administrative Assistant in September, 2017 and assists our advisors with all of the necessities that are required for them to serve their clients
Mike Pruitt, CFP®,RICP® - Sun Prairie, WI
With over a decade of experience, Mike has earned the CERTIFIED FINANCIAL PLANNER™ Practitioner CFP® certification as well as the Retirement Income Certified Professional (RICP®) designation.