Denali Wealth Management, Inc.

Lane Valimont is a financial advisor at Denali Wealth Management, Inc. in Mequon, WI, holding a Series 65 designation with three years of industry experience. Prior to joining Denali Wealth Management, he held roles at Bradley Corporation, Arrowhead High School, and several other organizations. Denali Wealth Management serves individuals, retirement plan sponsors, trusts, estates, and institutional clients, offering financial planning, discretionary asset management, investment consulting, and retirement plan advisory services. The firm emphasizes a long-term, buy-and-hold investment approach informed by fundamental and cyclical analysis.

Jeffrey Rochon is a financial advisor at Denali Wealth Management, Inc. with 14 years of industry experience. He holds a Series 65 credential and has been with Denali Wealth Management since 2011. Outside of his advisory role, he operates Creative NRG LLC, a freelance graphic design business. Denali Wealth Management serves individuals, retirement plan sponsors, trusts, estates, and institutional clients, offering financial planning, discretionary asset management, and investment consulting. The firm emphasizes a long-term, buy-and-hold investment approach informed by fundamental and cyclical analysis.

Mark Wierichs is a financial advisor at Denali Wealth Management, Inc. in Mequon, WI, holding a Series 65 designation with seven years of industry experience. Prior to joining Denali Wealth Management in 2019, he worked at Airgas from 2014 to 2018 and has been affiliated with Arrowhead High School since 2012. Denali Wealth Management serves individuals, retirement plan sponsors, trusts, estates, and institutional clients, offering financial planning, discretionary asset management, investment consulting, and retirement plan advisory services. The firm focuses on a long-term, buy-and-hold investment approach informed by fundamental and cyclical analysis, with portfolios reviewed quarterly.

Carl Valimont is a financial advisor with Denali Wealth Management, Inc. in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Denali Wealth Management and Purshe Kaplan Sterling since 2010. Outside of his advisory role, he is a partner in VALDAN LLC, a business involved in importing products. Denali Wealth Management serves individuals, retirement plan sponsors, trusts, estates, and institutional clients, offering financial planning, discretionary asset management, investment consulting, and retirement plan advisory services. The firm emphasizes a long-term, buy-and-hold investment approach informed by fundamental and cyclical analysis, with portfolios reviewed quarterly.