Our Team

As a CERTIFIED FINANCIAL PLANNER professional, Richard Wutzke specializes in high net worth portfolio management, providing sound advice and financial support to multi-generational families. Richard's philosophy is simple: put people and service first. Life is rich and varied. Your financial plan should be, too.

Richard tailors solutions to your life goals, focusing on all areas of your financial life. This includes incorporating his knowledge and specialization in the areas of pensions, retirement, and succession planning.

Richard believes firmly in giving back to his community, offering time to causes like the Sherwood Care Nursing home, and giving back to his local church.

Richard is a proud husband and father of two sons. He enjoys spending recreational time traveling, playing golf, and being active with his family and friends.

Elliot Chokka joined the Private Wealth Team in March of 2017. He graduated with Business Administration at Burman University with an emphasis in Finance and Management.

Elliot specializes with insurance protection plans for young families and self-employed high net worth individuals. He consistently maintains the highest ethical standards, and is respected among other financial advisors for his knowledge and enthusiasm for servicing others. His aim is to educate individuals to invest in themselves first; too often procrastination is the enemy of 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.