As an Investment Adviser Representative, Michael provides clients with an expanded level of wealth management and investment portfolio services tailored to their individual risk tolerances and unique financial goals. He has earned his Retirement Income Certified Professional (RICP®) designation, which The American College created to prepare financial advisers to help retirees make sure their nest eggs last and have greater peace of mind during retirement. Additionally, he has earned his Certified Financial Fiduciary® (CFF) designation. CFFs agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to clients. Michael has also completed The Bucket Plan® Certification.

Michael also manages our Individual Tax Preparation practice and holds the    designation of an Enrolled Agent (EA), the highest credential that the IRS awards to tax practitioners. EA’s are “America’s Tax Experts,” subject to the most rigorous continuing education and ethical requirements in the industry.

Michael earned his B.S.B.A. with Accounting and Finance concentrations from Bryant University in Smithfield, RI. He is a long-time member of Mensa as well as a member of the National Association of Enrolled Agents and the National Association of Certified Financial Fiduciaries.

Michael is a die-hard Packers fan who can be found yelling at his television on football Sundays.

In addition to being an Investment Adviser Representative with The Leist Group, Clay also holds his Series 7 license, which allows him to trade securities such as stocks, mutual funds, options, municipal securities and variable contracts. Additionally, he has earned his Certified Financial Fiduciary® (CFF) designation. CFFs agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to clients. Clay has also completed The Bucket Plan® Certification.

Clay is also a member of the National Association of Medicare Supplement and     Medicare Advantage Producers (NAMSMAP). Their mission is to provide Medicare beneficiaries with the best possible knowledge, in order for the consumer to make educated choices in their Medicare Insurance selections. He has over a decade of experience in the healthcare industry and has focused on the Medicare field since   2015.

Clay has a passion for yoga and eastern medicines. He also enjoys participating in bowling and dart leagues.

Tim Fallon is a dedicated Financial Educator and Owner of Fallon & Associates, LLC in Madison, WI.  With a life-long focus on civic service, Tim prides himself on educating his students on the basic concepts of financial management.  His goal is to ensure that individuals understand the opportunities and potential rewards that are available when taking a proactive approach to personal finances.

Before forming Fallon & Associates, LLC, Tim Fallon was a proud member of the law enforcement community. Tim graduated with a degree in Criminal Justice from the University of Wisconsin-Platteville in 1990. During school, he joined the Army and served as a Military Policeman for five years.  After graduating, Tim worked as a civilian Police Officer for ten years.

Upon retiring from law enforcement, Tim received his Life, Accident, and Health license and became a financial planner.  In 2002, Tim formed Fallon and Associates, LLC.  The company now offers a full-service financial planning firm to include: retirement planning, asset protection, estate planning, and Medicare supplements.

Anthony "Tony" Carini is President and Founder of Diversified Wealth Strategies, LLC . With over 33 years of experience, Tony specializes in helping individuals and businesses with asset accumulation, retirement, estate planning, financial education and insurance services. 

As an Investment Adviser Representative, Brian is a comprehensive wealth manager specializing in working with professionals and retirees. He has helped clients with wealth management and advanced estate planning for over 16 years across 12 states he is licensed in.  Brian believes strongly in Pro-Active Portfolio Management and clients knowing their risk tolerance, so we can create your own plan around that specifically.  
Brian and his team take a holistic approach in working with clients to create the retirement plan best suited to them individually. He helps them avoid the threat of running out of money during their retirement years, pay for health care and long-term care costs, as well as reduce unnecessary risk with investments.
Brian realizes that things will change, not only with the personal lives of clients, but also how the financial world innovates or moves in different directions.  Therefore, he stays on top of current financial trends and helps clients build flexibility into their retirement plans.  This approach goes beyond just setting the foundation for their financial futures; it also allows them to more readily adjust when needed.
He is a Wisconsin resident servicing clients in 12 states and enjoys the travel to be able to sit with his clients regulalry.  Brian is also an Army Veteran of 7 years, and is married to his beautiful wife, Rebecca.  They have 4 kids that keep them young and active with sports and theatre programs.  

Terrell Gamble was born and raised in Wisconsin. Terrell is an experienced financial professional. He specializes in providing comprehensive advice for individual’s financial needs. He graduated from the University of Wisconsin- La Crosse with a bachelor in economics in 2012. He went on to work in the insurance industry right after graduation. Terrell finally joined with his mother Lynn Gamble to create the company in January of 2015.

Terrell got into the industry because it is an ever changing industry. New laws and plan designs are always changing and he provides that adaptability to his clients. He also builds personal relationships to help understand everyone’s financial needs in order to protect them in their most dire situations. In accordance with his philosophy, Terrell believes insurance can be used at any time in life. For example, Terrell used a life insurance policy to help cover expenses in the last years of college.

When Terrell isn’t helping people reach their goals, he loves spending time on the golf course. If you catch him golfing at the local course please feel free to say hello, and beat him in a hole or two.

I've been in the service business my whole life. From mowing lawns, the grocery business, retail banking

and now helping people plan for today and the future. I’ve always found satisfaction in helping people

achieve their goals.

I enjoy helping everyone understand their financial situation and explaining it in plain English. Working

together to implement a plan and keeping the course will allow you to feel at ease with your finances and

allow you to enjoy the more wonderful things life has to offer.

I’m also am part of the DeForest Area Chamber of Commerce where I’m on several committees and am

currently the President. I enjoy volunteering with the Chamber at many of their events. I have two children,

Sam and Ruby, who are my life.

I was raised in Darlington, the son of a nurse and carpenter. I learned at an early age the value of hard work and putting others first. I spent several years working in ambulances and emergency rooms as well as on a shock trauma team for the U.S. Army. Following the completion of my business degree, I worked in the insurance industry prior to joining Midwest Financial Group.

I have always prided myself on putting the needs and goals of the patients and clients that I have worked with first. Flexibility and recognition of your needs allow me to ensure that I put your interests first, and will allow our interactions to take place on your terms. We have gone through a time in this country that has made people aware of the need to plan for the future, while still taking care of the needs of today. Together, we will build a plan that helps to take care of your todays and prepares for your tomorrows.

My free time is spent split between serving as the director of EMS for the Belmont Ambulance Service, Lieutenant of the Belmont Fire Department, and with my family.  My wife, Shelly, and I are blessed with three girls, Julia, Brynn, and Saige, who keep us on our toes at all times.

As advisors, I feel it is important to remember every day why we do what we do. My passion to work with individuals and families is deeply rooted in my own life experiences. I lost my mother to a decade-long battle with cancer in the spring of 2008 when she was only 52 years old. It was at that point I truly began to realize the importance of planning for your future and protecting your loved ones. Today, that loss serves as a source of motivation for me as I work with others.

I sincerely enjoy teaching and helping others understand their financial world by explaining it in terms they understand. By working together, we can help take away the stress associated with investing and finances by implementing a plan that is measurable, achievable, and laid out in a logical order.

Born and raised in Freeport, Illinois, I’m a proud graduate of Western Illinois University’s School of Business and earned a bachelor’s degree in marketing and master’s in sports business. I’ve continued to expand my education and expertise since entering the finance industry, obtaining my Certified Financial Planner™ certification in 2015 and Certified Financial Fiduciary ® certification in 2019.

When I am not working, I enjoy spending time with my family, traveling, exercising and running, and trying to catch as many sporting events and concerts as I can all across the Midwest! My wife, Lauren, and I live in Madison with our three daughters, Alyssa, Hannah, and Madelyn, as well as "Addy," our lovable Jack Russell terrier.

UPDATES:

In March 2016, Matt was recognized as one of the Top 4 Under 40 Advisors in the state of Wisconsin by his industry and their association, NAIFA (National Association for Insurance and Financial Advisors)

In September 2017, Matt was named the recipient of another accolade, this time Advisor Today magazine’s “Four Under Forty Award,” given annually to only four outstanding advisors across the entire United States who achieve excellence in their profession by or before the age of 40.** 

In September 2019, Matt was recognized by Forbes as one of its Best-in-State Next-Generation Wealth Advisors, as well as became a featured author and contributor to its online article series, Forbes Councils.
In March 2020, Matt was recognized by Madison’s InBusiness Magazine as one of it’s 20^th Annual “Forty Under Forty” award winners for business professionals in the region.

Irina brings to the firm, 20+ years of experience as a Financial Advisor as well as an Investment Advisor Representative and serves as Vice President of Diversified Wealth Strategies. Irina is also a registered CTS^_TM (Certified Tax Specialist) 

.

As a Financial Advisor and an Investment Advisor Representative, Irina provides customized client investment strategies and independent financial services to her clients.  She has helped hundreds of families accomplish their financial goals.  Irina believes her experience and expertise in the financial services,  with the highest standards of integrity, are the fundamental keys to her success.  By building long-term relationships with her clients, she creates a foundation of trust and a culture designed to promote ongoing education and understanding of concepts that have traditionally been perceived as intimidating. By combining tax planning with financial planning, Irina helps clients understand and implement most tax efficient strategies to achieve their financial goals.

Irina's services at Diversified Wealth Strategies include:

• 401k plans
• Life and health insurance
• 529 plans
• Mutual Funds
• Medicare supplements
• Annuities
• Retirement Planning
• Securities, Bonds, and Fee Based Investments

“For my clients, my goal is to help them achieve their financial goals and be there for them whatever life stages they are going through. By doing both, tax and financial planning, I can help them to keep more of their money and pay less in taxes.”

On a personal note, Irina likes to read; enjoys gardening, hiking, fishing and boating with her husband. They spend weekends in their lake home in Three Lakes, WI. She also has a sweet German Shorthair Pointer dog named Oscar that she likes to take for walks. Family is the most precious thing to Irina as she enjoys spending time with her daughter Lexie and her son-in-law Tom, as often as possible.