In a world of salespeople providing fragmented advice, as a business owner you deserve one trusted source for your wealth management, insurance, and benefits solutions.
The WizdomOne Group began in 2008 with a simple belief that your advisors should work for you and your business, not the carriers.
We are proud to be a Remote-First company, because we believe a vibrant company culture should not only serve the needs of our clients, but also nurture our employees. As Ben Peterson said ”If you create a great place to work, great work takes place.”
Managing Partner & Founder
Managing Partner & Co-Founder
Chief Operations Manager
Group Benefits Specialist
Client Relationship Coordinator
Director of Financial Planning
Personal Lines Account Executive
Business Insurance Specialist
Director of Medicare Planning