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Our Team

Our founder, Paul McCready, established Counsel Wealth Management, Inc. in 1984 in Minnesota. The company has been recognized as a "top six percent" wealth advisory firm by the Twin Cities Business Magazine. In addition, Paul and Counsel Wealth Management have been recognized and have earned a number of "top performing firm" acknowledgements. Although we have appreciated the accolades over the past three decades, our mission has remained un-wavering and focused on our Founder's commitment to help clients safeguard their wealth, plan for ideal retirement outcomes and consistently deliver superior services to our clients. Paul has established and organized a team that is driven by the aforementioned while supporting clients with integrity, care and competence. We have been blessed with primarily referral-based growth over the years from clients who have become family. Our team's passionate work ethic is fueled by the trust of client households; building and maintaining personalized plans that create "True Wealth," peace of mind that money cannot buy and that loss of life cannot take away.


Executive Leadership

Paul founded Counsel Wealth Management, Inc. in 1984. He specializes in Wealth Management. Paul is a Certified Financial Planner™ professional, a Registered Financial Consultant and a Certified Fund Specialist. He oversees over $200 million in client funds...

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Stephen Holderman

Director of Innovation and Integration

Stephen is our Managing Director Innovation, Integration and Business Development.  He has joined the team to co-manage the company while also developing internal operating and customer,...

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Advisors

Rick is a Wealth Advisor at Counsel Wealth Management. He is a Certified Financial Planner™ professional and has extensive experience in financial and retirement planning. He works closely with clients to make sure their plans are...

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John is a Wealth Advisor at Counsel Wealth Management.  He is a Chartered Financial Analyst (CFA), Certified Financial Planner™ (CFP®), Chartered Life Underwriter (CLU), and a Chartered Financial...

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Team Members

John is our Client Services Manager. He is responsible for the ongoing success of our client service efforts. John handles many of our Human Resources functions including seeking out new talented...

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Jan Bartel

Client Services

Jan joined Counsel Wealth Management in December of 2011 and plays a vital role in our back stage team.  Her main responsibilities include assisting clients, securities trading and the bookkeeping for the company. She also assists...

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Dana joined our Client Services team in 2010, with the task of digitalizing a large portion of the firm’s paper files. For the past 5 years she has been the main assistant to the advisors for...

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Lisa joined Counsel Wealth Management in 2015. She is an assistant to the advisors, processing all client-related material, and also serves as a Notary Public. Prior to joining our team, Lisa worked for the Aerospace...

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Jesse joined Counsel Wealth Management in September of 2015. He started as a student intern during his undergraduate years and came on board February of 2017 full-time after graduating from Bethel University...

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Jill was raised in White Bear Lake, MN and graduated from the University of North Dakota in 2016 with a Bachelor of Public Administration degree in Management. She spends most of her...

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