Rick Vasterling , CFP®, CFS, Wealth Advisor
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 implemented well and that they clearly understand the process. Rick has a Bachelor's degree from the University of Minnesota in International Relations. Rick is a Series 7: FINRA General Securities Representative with APW Capital, Inc., a Series 66: Investment Advisor Representative, and is also licensed in Minnesota for Life and Health Insurance.
Philip Connolly , CFP®, ChFC® Wealth Advisor
Philip is a Wealth Advisor at Counsel Wealth Management. He has more than 30 years of experience in the insurance and investment industry designing and implementing retirement income strategies, holistic financial plans and business perpetuation solutions. Philip has achieved the professional designations of CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®. He has a Bachelor’s degree in Economics from St. Francis University in Loretto, PA. In addition, Philip is a Series 7: FINRA General Securities Representative, Series 24: FINRA General Securities Principal and a Series 51: FINRA Municipal Fund Securities Principal with APW Capital, Inc., a Series 65: Investment Advisor Representative and is also licensed in Wisconsin and Minnesota for Life, Accident and Health Insurance.
Paul McCready , CFP®, RFC, CFS, Founder
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...Read more
Mitch Wood Chief Operating Officer
Mitch originally joined the team back in 2004 and served as the Portfolio Research Manager and Compliance Manager until 2011. Beginning in 2011, he started consulting firms nationwide, helping to train and develop over a thousand investment advisors and their staffs on best practices of portfolio construction and risk management. In 2015, Mitch founded Liberty Advisor Managed Assets to return to directly managing investments on behalf of advisors and their clients.
Mitchell rejoined the team in 2018 to provide day-to-day guidance on the overall operations of the team and the processes we use to successfully navigate uncertain markets.
John Blaylock Client Services Manager
John is responsible for the ongoing success of our client service efforts. John handles many of our Human Resources functions including seeking out new talented members for our team. Additionally, he researches financial products and investment opportunities and presents them to our advisors. He does in-depth investment, retirement and estate planning analysis using advanced financial planning tools and software. John also manages our Wealth Site service which offers personalized websites for our clients. He is a graduate of the University of Wisconsin. He is licensed in Minnesota in Life & Health Insurance. Traveling the world with his wife Karen is John’s passion.
Jan Barnes Client Services Administrator
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 Paul McCready, the Chief Compliance Officer. Jan is a Series 7: FINRA General Securities Representative with APW Capital, Inc., a Series 66: Investment Advisor Representative, and is also licensed in Minnesota for Life and Health Insurance. Jan graduated from the University of Northwestern – St. Paul with a Bachelor of Arts degree in Music and Biblical and Theological Studies. In her spare time, she enjoys spending time with friends and family, traveling, attending concerts and exploring the Twin Cities.
Lisa Walt Client Services
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 Engineering office at the University of Minnesota. She earned a Bachelor's degree in French and enjoys ballroom dance, kickboxing, traveling, and hiking with friends.
Jill Leverty Client Services
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 spring and summer coaching softball for White Bear Lake. Nights when she is not coaching, she likes to spend her time rollerblading or biking along the lake. Jill enjoys going on road trips to places she has never been and eating at new restaurants.
Aileen Beno-Lietz Director of First Impressions
Aileen joined Counsel Wealth Management in September 2018. She graduated from the University of Wisconsin - Milwaukee with a Bachelors in English, and then attended the California Institute of Integral Studies where she earned a Masters of Fine Arts in Writing and Consciousness. Aileen enjoys gardening, spending time with her husband and dog, and camping.
Jesse Johnson Marketing and Creative Services
Jesse joined the backstage team in the Fall of 2018. She brings over 24 years of graphic and digital design, marketing, and event planning experience to the company. She has worked in the financial and health care industries gaining experience in both the design firm and in-house corporate cultures. Outside of the office, Jesse enjoys camping, hiking, bicycling, and being creative with her husband and young daughter.