Broker Check

Team

 

Brian P. Beck is the President and Chief Financial Officer (CFO) of Wealth Management Group of North America, LLC, with offices in Farmington, CT and Boca Raton, FL.

Read more

Daniel J. Friedman co-founded Wealth Management Group of North America, LLC with Brian P. Beck in 1995. Today, Daniel serves as CEO of the firm. His financial blog “Don’t Know Don’t Care” 

Read more

Darlene joined WMGNA, LLC in June of 2005 as the Assistant Client Relations Manager and was promoted to Client Relations Manager in May of 2007. She provides concierge-level service to all clients and

Read more

Stacee joined Wealth Management Group of North America, LLC as a part-time bookkeeper and HR manager in May of 2003. She became our full-time Client Relations Manager in September 2011.

Read more

Beth S. Martin

Director of First Impressions

860.679.5255

Beth is a graduate of Clemson University where she earned a Bachelor of Business Administration. She has 12 years of experience in the managed healthcare industry, working in sales support, product training, and provider relations.

Read more

Adam began his career at WMGNA in 2015 as a Financial Technology Advisor, where he was responsible for mobile technology and financial reporting. Today, as a Wealth Advisor, he provides comprehensive financial planning for families

Read more