Broker Check


We are a team dedicated to helping our clients make financial decisions from a position of strength. At Penn Mutual Midwest Wealth Strategies, our advisors unite their individual expertise to form a truly dynamic collective. As a team, we are dedicated to truly understanding your goals and designing custom strategies to help achieve them.


Bockel, Robert 

Cohen-Lewe, Arik *

Czerniawski, Richard *

Fogerty, Thomas * 

Greulich, Bob * 

Hawk, Adriana

Lampert, Peter

Layer, Jordan *

McNerney, Katelyn

Phillips, Jonathan

Ulanski, Jason 

Wood, Dan * 

Wood, Katie *