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Our Team

Financial planning is challenging enough, harder still if you are working towards accomplishing your life goals without a partner who truly understands why you want to accomplish the things you do. Building a trust worthy team takes a unique willingness to listen and understand where an individual is coming from. Patrick and his team endeavor to bring clarity and understanding to each of our clients.

Patrick MacGrath

President, Investment Executive CHFC, CHSNC



Patrick, his wife, Kirsten and their three kids, Malcolm, Owen and Norah live in Green Bay, WI and enjoy everything the great Midwest has to offer. From the lakes to the north woods, Patrick and his family enjoy traveling, playing...
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Wendy Hansen

Registered Principal



Wendy assists with the daily operations at Private Wealth Management Group, LLC. She has 17 years of experience in the financial industry including 6 years of management with a local broker dealer. Wendy’s background yields a...

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