MBE Wealth Management, LLC (MBEWM) announced today that they will be opening a new office, located in Wausau, WI. The MBEWM office is going to be located within the MBE CPAs building at 5410 Rib Mountain Dr. in Wausau. With the new office location comes a new advisor. MBEWM is excited to welcome Jason Henrich to their team.
Operating his own small business for 6 years, Jason understands the challenges and opportunities that business owners face every day. That’s why, in addition to working with families, he focuses much of his time in helping small businesses, whether it be with their retirement plans, company benefits, or working with their CPA regarding tax planning strategies.
Jason is a native of Merrill, WI, and lives in Wausau with his wife and their 3 children. He is actively involved in as many volunteer and networking opportunities as he can be including the Merrill Rotary Club, Wausau and Merrill Chambers of Commerce, and various young professional groups.
Jason joins five other MBEWM advisors in four offices throughout Wisconsin. The offices are located in Baraboo, Reedsburg, Sun Prairie and Tomah. MBEWM is a full-service wealth management investment advisory firm providing comprehensive financial strategies to individual investors and small to medium-sized businesses. They also provide expertise and appropriate insurance policies for life, disability, and long term care insurance needs.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through MBE Wealth Management, LLC, a registered investment advisor and separate entity from LPL Financial.