Our Team

With over 30 years of experience, Richard Wutzke is a CERTIFIED FINANCIAL PLANNER™ professional focusing on high net worth portfolio management. He provides sound advice and financial support to multi-generational families, guided by a simple philosophy: put people and service first. Richard believes that life is rich and varied, and your financial plan should reflect that.

Richard tailors solutions to your life goals, focusing on all areas of your financial life. His experience includes pensions, retirement, and succession planning, ensuring comprehensive and personalized financial strategies.

Committed to giving back to his community, Richard serves as the Chair of the Board of Directors at Sherwood Care Nursing Home and actively supports his local church.

A proud husband and father of two sons, Richard enjoys traveling, playing golf, and staying active with his family and friends.

Elliot Chokka has been a valued member of the Private Wealth Team since March 2017. He holds a degree in Business Administration with a focus on Finance and Management from Burman University.

Elliot excels in crafting tailored insurance protection plans for young families and high net worth self-employed individuals. Known for his unwavering ethical standards, he is highly respected among his peers for his extensive knowledge and genuine passion for helping others. Elliot's mission is to empower individuals to prioritize their financial well-being, recognizing that procrastination is often the greatest obstacle to building wealth.

Dina Nehring joined the team in 2017 as an Executive Assistant. Her background as a region coordinator for Investors Group made for an easy transition to meet the high capacity needs of a Private Wealth client base.

Dina continues to excel in her superior skills of typing, filing, keeping records and sorting checks. She is your first point of contact for appointment bookings and general updates for your accounts.