Advisors at this firm
Hogan C
Series 63, Series 65
Houston, TX
WEALTH MANAGEMENT Group
Hogan Choyce is a financial advisor with WEALTH MANAGEMENT Group in Houston, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company of America, and Distribution Now. Outside of financial services, he has worked as a sanitation worker for H-E-B. WEALTH MANAGEMENT Group serves both individual and institutional clients, offering comprehensive financial planning, investment management, retirement plan consulting, and a mutual fund allocation program. The firm combines individual financial planning with institutional retirement services and participates in educational seminars with custodial partners.
Gavan G
Series 65
Beavercreek, OH
WEALTH MANAGEMENT Group
Gavan Griesmeyer is a financial advisor at Wealth Management Group with one year of industry experience. He holds a Series 65 designation and has worked at Key Bank since 2020. Wealth Management Group serves both individual and institutional clients, offering comprehensive financial planning, investment management, retirement plan consulting, and investment research. The firm combines individual financial planning with institutional retirement plan services and a mutual fund allocation program.
Michael G
CFP®, Series 63
Tipp City, OH
WEALTH MANAGEMENT Group
Michael Griesmeyer is a CFP® with 40 years of industry experience and has been with Wealth Management Group since 1991. He holds a Series 63 license and is based in Tipp City, Ohio. In addition to his advisory role, he is a licensed insurance agent selling life, health, long-term care, and disability insurance, as well as fixed annuities. Wealth Management Group serves individual clients, including high-net-worth individuals, and institutional clients such as corporate pension plans and foundations. The firm offers comprehensive financial planning, investment management, retirement plan consulting, and a mutual fund allocation program, employing both discretionary and non-discretionary management strategies tailored to client objectives.
Jason M
Series 63, Series 65
Houston, TX
WEALTH MANAGEMENT Group
Jason Mickey is a financial advisor with Wealth Management Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2015. Outside of advising, he operates an independent health insurance brokerage specializing in individual and group health insurance as well as fixed and immediate annuities. Wealth Management Group serves both individual clients, including high-net-worth individuals, and institutional clients such as corporate pension plans and foundations. The firm offers comprehensive financial planning, investment management, retirement plan consulting, and a mutual fund allocation program, using a combination of model portfolios and third-party research with discretionary and non-discretionary management options.
Alan B
Series 63, Series 65
Houston, TX
WEALTH MANAGEMENT Group
Alan Birsinger is a financial advisor with Wealth Management Group in Houston, TX, holding Series 63 and Series 65 licenses and with four years of industry experience. He previously worked at Invesco for 21 years and held roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, he serves as executor for family trusts and estates and works as an independent agent for life and health insurance sales. Wealth Management Group serves individual and institutional clients, offering comprehensive financial planning, investment management, retirement plan consulting, and a mutual fund allocation program. The firm combines individual financial planning with institutional retirement services and uses model allocations and third-party research across multiple investment strategies.