Rick Carlson

Austin Lins is a financial advisor at MBE Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at MBE Wealth Management since 2019. Prior to that, he held roles at Ballweg Chevrolet-Buick, UW-Whitewater, and Eagle Valley Ag Service. Outside of advisory work, he is involved in insurance sales. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm focuses on building diversified, long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and independent managers, and employs both fundamental and technical analysis in its investment approach.

Justin Philipp is a Series 65-licensed advisor with MBE Wealth Management, LLC, based in Tomah, WI. He has one year of experience at MBE Wealth Management and previously worked at the University of Wisconsin-Whitewater and Bobbers Island Grill. MBE Wealth Management serves a broad range of clients, including individuals, trusts, estates, charitable organizations, and businesses, focusing on long-term investment strategies with diversified, low-cost mutual funds and ETFs. The firm also offers retirement plan advisory and consulting services, utilizing both fundamental and technical analysis to customize asset allocations.

Michael Pruitt is a CFP® professional with 19 years of industry experience. He has worked at MBE Wealth Management, LLC since 2014 and previously at LPL Financial, LLC. In addition to his financial advisory role, he serves in the U.S. Air Force. MBE Wealth Management, LLC provides advisory services to individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term portfolios using low-cost mutual funds and ETFs alongside individual securities and independent managers, employing both fundamental and technical analysis.

Baylee Shifflet is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at MBE Wealth Management, LLC since 2021 and previously spent a year at Wealthspire Advisors. Outside of advisory services, she is involved in insurance sales. MBE Wealth Management, LLC serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and independent managers, employing both fundamental and technical analysis in its investment approach.

Joseph Berry is a financial advisor with MBE Wealth Management, LLC in Tomah, WI, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at MBE Wealth Management since 2013 and previously spent six years with LPL Financial LLC. Outside of advisory work, he is involved in insurance sales, dedicating approximately 10% of his monthly time to this activity. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm focuses on building diversified, long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and independent managers, while employing fundamental and technical analysis and offering a wrap-fee program with institutional custody relationships.

Chadwick Gaffney is a financial advisor at MBE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Stone Pillars Wealth Management and Northwestern Mutual, along with entrepreneurial ventures in digital marketing and consulting. Gaffney is also a Tactical Aircraft Maintenance Technician in the Wisconsin Air National Guard. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using low-cost mutual funds and ETFs, supplemented by individual securities and independent managers, with continuous account monitoring and a wrap-fee program.