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Your Trusted Advisors
Are Wholly Committed to You

We Hold a Shared Belief in Prioritizing Your Well-Being,
And Never a Third Party’s

MBE Wealth is founded on a desire to make the best decisions for you ⁠— not to make a profit off of proprietary products, not for the benefit of a larger Wall Street firm — for you and you always. Some of us came from those big firms, while others were already independent advisors. While we have different backstories, banding together to form a unified, nimble cohort devoted to our clients was an easy choice.

Meet the Team


Jim Greenwood Photo Jim Greenwood Hover Photo
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Jim Greenwood

Founding Partner / Financial Advisor
Jim Greenwood formal photo

Jim Greenwood

FOUNDING PARTNER / Financial Advisor

Baraboo, WI

Email:

jim.greenwood@mbewealth.com

Phone:

608-356-1000

What are you most passionate about?

I am passionate about protecting and preserving our environment for ourselves and for future generations. I try to learn more everyday about the environmental problems we face. I have been following the mantra, “reduce, recycle and reuse” since before it was a catch phrase. I support politicians and NGOs that are fighting climate change, pollution and the destruction of our land, water and air. I donate some of my time and energy to try to clean up my local community and make it a better place.

If money were no issue, what would you do with your life?

I would continue working as a financial advisor, but on a part-time work schedule, because I’d miss meeting new people and hearing their life stories if I didn’t stay in the industry. I enjoy making sure clients have basic estate planning documents, the insurance policies they need to protect themselves, and I enjoy investing and managing their money to give them a greater chance of retiring comfortably. My wife and I would travel domestically, with a few international trips sprinkled in here and there. I’d spend time rehabilitating our recently acquired farmland, both fields and forest, from years of abuse and neglect. There would also be a fair amount of downhill skiing, scuba diving, hunting, fishing and museum visits as well!

What do you feel most grateful for in life?

A lot of what determines a person’s opportunities and their situation in life is what country they are born in, the color of their skin, and if their parents had the resources to provide them with a supportive and loving home. I am grateful that I was born into such a situation — a big middle-class family with loving parents. I am grateful for the opportunities I had for higher education. I am also grateful for a career that provides resources and a flexible work schedule, allowing me to spend some time giving back to my local community and the causes I am passionate about.

Joseph Berry Photo Joseph Berry Hover Photo
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Joseph Berry

Partner / CEO / CCO
Jim Greenwood formal photo

Joseph Berry

Chief Executive Officer / Chief Compliance Officer

Tomah, WI

Email:

joe.berry@mbewealth.com

Phone:

608-372-5521

What do you love most about being part of MBEWM?

Working with my fellow advisors and the great group of people we have assembled on our team.

Why do you do what you do?

I do this to help people. Not everyone has the education or life experiences to solve complex financial problems that often arise in one’s life. While a client may experience a financial event once in their life, through working with 100s of clients over the past 20 years, I have experienced many of these events many times.

What do you feel most grateful for in life?

My family. If it weren’t for my dad, I wouldn’t have had an interest in this industry, and now as I pave my own path, I have a wife and kids who support all of my professional dreams.

Brent Brinker Photo Brent Brinker Hover Photo
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Brent Brinker

Partner / Financial Advisor
Jim Greenwood formal photo

Brent Brinker

PARTNER / Financial Advisor

Baraboo, WI

Email:

brent.brinker@mbewealth.com

Phone:

608-356-1000

What are you most passionate about?

I truly enjoy and wake up every morning with a desire to help others. If it's in my work as a financial advisor or after hours as a basketball coach to youth, I enjoy teaching and getting to know people. Being a financial advisor has offered me a chance to impact so many people through intimate conversations and difficult personal situations that they may be confronting. It can be a great challenge, but I'm glad to have the opportunities to be there for my clients when they are in need.

What do you feel most grateful for in life?

I'm very grateful for what has been provided to me — a beautiful and healthy family, the ability to work and live in a great community, and for a supportive network of friends and colleagues. We often overlook the basic necessities taken for granted in our American society and strive for the things of the world, but I've been so blessed to have relationships with amazing people. I'm so grateful for that!

If money weren’t an issue and you could do whatever you wanted to do with your life, what would that look like?

If money weren't a focus, I would desire to help youth and children that don't have the same opportunities that I have been given and was raised with. Whether through youth athletic camps or outdoor activities, I would enjoy waking up every day to help kids grow through those experiences.

Jacob Krueger CFP®, AAMS® Photo Jacob Krueger CFP®, AAMS® Hover Photo
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Jacob Krueger CFP®, AAMS®

Partner / Financial Planner
Jim Greenwood formal photo

Jacob Krueger CFP®, AAMS®

PARTNER / Financial Planner

Reedsburg, WI

Email:

jacob.krueger@mbewealth.com

Phone:

608-768-8540

What do you love most about being part of MBEWM?

I love working with the team we have put together at MBEWM.   We are all open to new ideas and we are supportive of each other with the goal of making our clients have a great experience.

If money weren’t an issue and you could do whatever you wanted to do with your life, what would that look like?

I would spend as much time as possible exploring the outdoors.   I love being outside; I enjoy walking, hiking, fishing, hunting, skiing, snowmobiling, boating, conservation and camping.   I would try and turn those activities and passions into greater adventures like hiking the continental divide or the Pacific Crest Trail.   I would also like to volunteer my time to help individuals and groups get out and enjoy these activities and volunteer more time to conservation organizations that protect and enhance these activities and the outdoors. 

What’s the best advice you ever received?

The best advice I have ever received is a quote from Marc Levy:   “Imagine there is a bank account that credits your account each morning with $86,400. It carries over no balance from day to day. Every evening the bank deletes whatever part of the balance you failed to used during the day. What would you do? Draw out every cent, of course? Each of us has such a bank, it's name is time. Every morning, it credits you 86,400 seconds. Every night it writes off at a lost, whatever of this you failed to invest to a good purpose. It carries over no balance. It allows no over draft. Each day it opens a new account for you. Each night it burns the remains of the day. If you fail to use the day's deposits, the loss is yours. There is no drawing against "tomorrow". You must live in the present on today's deposits. Invest it so as to get from it the utmost in happiness and health.  The clock is running. Make the most of today.”

Mike Pruitt, CFP®,RICP® Photo Mike Pruitt, CFP®,RICP® Hover Photo
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Mike Pruitt, CFP®,RICP®

Partner / Financial Planner
Jim Greenwood formal photo

Mike Pruitt, CFP®,RICP®

PARTNER / Financial Planner

Sun Prairie, WI

Email:

mike.pruitt@mbewealth.com

Phone:

608-478-2873

Click Here To Schedule A Meeting


What do you love most about being part of MBEWM?

We have built this firm from the ground up in a manner that we feel is the "right way to do business." We have taken our collective experiences from multiple backgrounds and taken what we feel are the best characteristics and applied them to this company. I think we have something pretty special here.

What are you passionate about?

I love to camp! From hiking and fishing to just sitting around a campfire, there is nothing more relaxing to me than enjoying the beautiful countryside of this amazing country. It's also important for me to teach my kids the importance of taking care of our outdoors and respecting nature. I look forward to spending more and more time with them outside and teaching them the importance of conservation.

What do you feel most grateful for in life?

Family is everything. I was blessed to be raised by loving parents that pushed me to work hard. Then I was blessed to marry my wife that has offered unwavering support and given me two amazing boys. Add to that a loving "family of friends" and my military "family" and I'm one blessed man.

Jason Henrich, CFP® Photo Jason Henrich, CFP® Hover Photo
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Jason Henrich, CFP®

Financial Planner
Jim Greenwood formal photo

Jason Henrich, CFP®

Financial Planner

Wausau, WI

Email:

jason.henrich@mbewealth.com

Phone:

715-803-4243

CLICK HERE TO SCHEDULE A MEETING

What are you most passionate about?

I am passionate about helping people visualize what it is they’re trying to accomplish. At first glance, one might take that as “financially visualize,” but not always. In reality, it’s helping the new small business owner visualize how they want their business to look in 5 or 10 years. It’s helping parents visualize their son or daughter going to college. Obviously it includes visualizing what someone wants their retirement to look like. Visualizing your future can come in all shapes and sizes; our job is to help our clients figure out how to get there.

Why do you do what you do?

I think I’ve always had an interest in understanding things from start to finish. Our lives have “starts” and “finishes” throughout them. Understanding and navigating from each “start” to the next “finish” is something that I really enjoy helping my clients work their way through as a CERTIFIED FINANCIAL PLANNER™ with MBE Wealth.

What do you love most about being part of MBEWM?

Our first passion is our clients and their well-being. From the day I started in this business, I’ve said that I wanted to build my practice working with clients that I really enjoy helping and who appreciate the work we do for them. When I can work alongside other advisors and planners that share that same vision, it allows each of us to be the best version of ourselves.

Austin Lins Photo Austin Lins Hover Photo
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Austin Lins

Associate Financial Advisor
Jim Greenwood formal photo

Austin Lins

Associate Financial Advisor

Baraboo, WI

Email:

austin.lins@mbewealth.com

Phone:

608-356-1000

CLICK HERE TO SCHEDULE A MEETING


Why do you do what you do?

I love to help and work with people. Everyday I get to come to the office and make a positive impact on someone’s life and future. It is about finding individual solutions to clients problems because each situation is unique.

What do you feel most grateful for in life?

I am grateful for the people in my life that have been there to support me.  From starting a snowmobile racing career when I was four years old to graduating college and joining the fire department, I have always found great people in my life.  Not to mention their support for my career as a financial advisor.  I really would not be where I am today without them and I am thankful these people support me in the things I enjoy.

What’s the best advice you have ever received?

While racing snowmobiles, we had a motto of “It’s not about doing 1 thing for 100 mph. It’s about doing 100 things for 1 MPH.” I have translated this into my daily life as: “It is not about doing 1 thing for 100%. It’s about doing 100 things for 1%.” What this comes down to is making sure all the little details are perfect to achieve the bigger goal.

Gail Adams Photo Gail Adams Hover Photo
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Gail Adams

Senior Client Relationship Manager
Jim Greenwood formal photo

Gail Adams

Senior Client Relationship Manager

Email:

gail.adams@mbewealth.com

Phone:

608-356-1000

What do you love most about being part of MBEWM?

I have worked in this industry and with this company for a number of years, and it is because I feel like my voice is valued and my work is appreciated. It helps that I work with a wonderful team of talented people.

What do you feel most grateful for in life?

Health and happiness. As I have gotten older, I have learned that the most valuable things to me don’t cost a thing. I have supportive family and friends, and going through this journey with them is what I value.

If money weren’t an issue and you could do whatever you wanted to do with your life, what would that look like?

I would love to travel and see the world and share my adventures in a blog. I live in a small community, and there’s a big world out there with a variety of cultures I would like to witness in this lifetime.

Lisha Eckelberg Photo Lisha Eckelberg Hover Photo
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Lisha Eckelberg

Client Relationship Manager

Lisha Eckelberg

Client Relationship Manager

Email:

lisha.eckelberg@mbewealth.com

Phone:

608-356-1000

What do you love most about being part of MBEWM?

Our clients – hands down. Our clients make my job interesting, intriguing and fun. It is always great to see them in person or talk on the phone and hear about their families, travels and beyond. We also have a very solid and helpful team. We aren’t just co-workers — we are more of a family.

What do you feel most grateful for in life?

Being a mom. My daughters have truly grown to be such amazing young adults and are true inspirations. I am grateful that I was blessed with strong-willed, determined girls. I am grateful that I get to continue to be on this fun journey of watching them become a positive influence and create a positive impact on our society.

If money weren’t an issue and you could do whatever you wanted to do with your life, what would that look like?

I would travel to all parts of the United States and other countries to offer aid to those in need. I would volunteer to help people that have suffered from tragedies. I would volunteer to help in any way that I could: assisting with children, helping build houses, and more.

Mary Griffin Photo Mary Griffin Hover Photo
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Mary Griffin

Client Relationship Manager

Mary Griffin

Client Relationship Manager

Email:

mary.griffin@mbewealth.com

Phone:

608-768-8540

What do you love most about being part of MBEWM?

I love being a member of a team of a small, but growing company. It is great to work with a dedicated group of people that are truly focused on providing top-of-the-line service to our clients. I have watched this company grow in the short time that I have been a part of the team, and I am looking forward to where this journey is going to take us in the future!

Why do you do what you do?

I enjoy meeting new people and helping them, both clients and coworkers. It is a great feeling when you know that you were able to make someone else’s day just a little better and hopefully make them smile along the way!

What do you feel most grateful for in life?

I have been blessed in so many ways in my life. I am truly grateful for my family, but also for all the wonderful and crazy people (and pets too!) that have been a part of my life! I am especially grateful for those who have “got my back” when I need it! It amazes me how many “angels” appear in our lives just when we need them. We never know what life is going to bring from day to day, so always enjoy every second to the fullest, no matter what it is that you are doing.