CEO and Wealth Consultant
Breton founded First Wealth Financial Group formerly known as Williams Financial Group in 1987. He and his wife Vickie reside in Clinton, Iowa. They have two sons, Bradley, who is married to Brianne and resides in West Des Moines and Bryce, who recently graduated from UNI and also lives in West Des Moines. Breton specializes in retirement and investment planning. Breton has developed several disciplined strategic approaches to investing.
Over the past 27 years the business has grown and provides financial services to over 1,200 households in our area and many in the Sunbelt. Breton is an industry leader through the Million Dollar Round Table membership.
Breton enjoys time with his family and also road races sports cars at the top tracks in the nation. The two things Breton enjoys most at First Wealth Financial Group is helping our clients get their ducks in a row for retirement and selecting, training and developing the next generation of financial advisors.
Andrew has been serving the needs of clients in IA/IL since joining First Wealth Financial Group in January 2011. He is a graduate of Florida State University with a Bachelor’s degree in 2003. As a Wealth Consultant, he enjoys working with clients to develop strategies designed to help pursue and work to protect their financial goals. He is experienced in one-on-one client meetings, as well as group presentations. He currently educates himself to stay at the forefront of the financial services industry.
Andrew and his wife Marie live in Fulton, IL with their four children, Landon, Braedon, Talon and Grayson. He enjoys spending his spare time coaching his children, volunteering with the high school track team, volunteering as the Fulton Rec Board President, and playing golf.
You may email Andrew at firstname.lastname@example.org
Joe joined First Wealth Financial Group in 2010. Joe is a graduate of Northern Illinois University where he earned a Bachelor of Science degree in Marketing. He has qualified for the 2014 Million Dollar Round Table membership, a national organization recognizing insurance and financial professionals. Joe enjoys having a full team to discuss concepts, design strategies, and support each other in the office and also in our personal lives. Joe spends most of his time at the Clinton office, but he also has an office in Morrison.
Joe and his wife Danielle live in Morrison with their daughter, Ivy and son Drake. When not at the office, Joe enjoys spending time with his family and playing golf.
You may email Joe at email@example.com
Wealth Consultant and Client Service
Cari joined our operation in 2003, right after college graduation. In addition to being a Wealth Consultant, she acts as the Client Service Account Associate. She enjoys helping our clients and building relationships with them.
Cari grew up in Fulton and graduated from Fulton High School. Cari and her husband Dan married in 2005 and have a daughter, Averi, and a son, Luke. Aside from spending time being a mother and wife, Cari enjoys serving in the nursery at her church and spending time with family and friends.
You may email Cari at firstname.lastname@example.org
Pat joined First Wealth Financial Group in September 2016. Pat has over 31 years of financial services experience and specializes in retirement strategies, with Series 6, 63, 7, 24 with LPL Financial and CFP® credentials. Pat’s professional goal is to help people to achieve their goals of a happy and healthy retirement. Pat and his bride Lisa were married in 1980 live in Cordova, IL, and have a son Andrew. When not helping clients pursue their financial dreams, Pat enjoys NASCAR, College Football, and boating on the Mississippi River.
You may email Pat at email@example.com
Randy joined First Wealth Financial Group in September 2016 as an Wealth Consultant. Randy graduated from Augustana College with a Bachelor of Arts degree in History, and has 12 years’ experience in the service industry. He is currently Life and Health insurance licensed for the states of Illinois and Iowa, and is working on becoming a fully registered Financial Advisor. Randy’s goal is to work with clients to help them pursue their financial dreams.
Randy and his wife Kristy were married in 2008 and live in Le Claire, IA with their 3 children Savannah, Jackson, and Colton. When not at the office, Randy enjoys playing sports and Cross Fit.
You may email Randy at firstname.lastname@example.org