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| Scott R. Brown |
| Managing Member |
Scott Brown has been involved in the financial services industry for over twenty years. Scott spent many years as managing partner for R.F. Book & Associates, P.A. CPA's (our affiliated firm) before taking over as the managing member of Wealth Management Group, LLC. Scott is a Certified Public Accountant and a Personal Financial Specialist. Scott uses the powerful combination of tax knowledge and wealth management experience to help clients achieve their financial goals.
Scott has earned his client's trust by consistently providing tax and accounting services with their best interest at heart. He combines our unique consultative approach with his ability to determine client's goals and values. This approach allows clients to achieve all that is important to them.
sbrown@wmgadvisors.com |
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| Raymond F. Book, III |
| Investment Advisor Representative |
Ray has been with Wealth Management Group, LLC since its inception in 2001. He has been with Book and Associates since 1977, the year he graduated from the University of Delaware with a Bachelors degree in accounting. After fulfilling the experience requirements for his CPA certificate in 1979, he became a member of the American Institute of Certified Public Accountants (AICPA) and the Delaware Society of CPA’s. He continued his education while earning a Masters in Taxation degree from Widener University in 1990. To further enhance his dedication to assisting individuals achieve their financial and life goals he earned the AICPA’s designation as a Personal Financial Specialist.
As a Registered Investment Advisor Representative, Ray discovers each client’s personal and financial goals and objectives. Through his many years of experience, Ray develops and coordinates various wealth strategies including investments, tax and estate planning, risk management and education planning to help clients achieve their goals.
Ray is very active volunteer in Kent and Sussex Counties serving as a board member for a number of charitable and religious organizations.
rbook@wmgadvisors.com |
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| Joseph T. Raymond, Jr. |
| Investment Advisor Representative |
Joe Raymond, Jr. has been with Wealth Management Group, LLC since its inception in 2001. He is a Director with Raymond F. Book & Associates PA, CPA’s, a native of Kent County, Delaware, where he has been a practicing accountant for more than 25 years. Joe holds a Bachelor of Science Degree with distinction in Business Administration and Accounting. Memberships include the AICPA, DE Society of CPAs, Accreditation Council for Accountancy and Taxation, Medical Group Management Association, American Academy of Medical Management, and the Institute of Certified Healthcare Business Consultants. He is registered with the U. S. Securities and Exchange Commission to provide investment advisory services as a principal of Wealth Management Group, LLC. He provides extensive experience in elder care, taxation, business consulting, and embraces the modern portfolio theory for investing, which includes academic studies as a foundation for a sound long-term investment strategy, the providing of a tax-efficient focus, and a clear assessment of risk tolerance.
jraymond@wmgadvisors.com |
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| Ronald P. Vascik, Jr. |
| Investment Advisor Representative |
Ron Vascik has been providing financial services to business and individual clients since 1989. He is a Director with Raymond F. Book & Asssociates, P.A., CPA’s, and one of the cofounders of Wealth Management Group, LLC. He holds a Bachelor of Science degree in Accounting and Business Administration from Delaware State College, and is a member of the American Institute of Certified Public Accountants (AICPA), and the Delaware Society of Certified Public Accountants (DSCPA). He is registered with the U.S. Securities and Exchange Commission to provide investment advisory services at Wealth Management Group, LLC. Ron is Treasurer of the Middletown Area Chamber of Commerce, and is on the Board of Directors of the Delaware Society of Certified Public Accountants.
Ron works closely with clients to develop and implement financial strategies. He believes that building good relationships with clients is key to understanding their life goals. Using his extensive experience Ron is able to tailor plans specific to each unique client.
rvascik@wmgadvisors.com |
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| Christine Lawrence |
| Investment Advisor Representative |
Christine Lawrence is a partner with Raymond F. Book & Associates, CPA’s, and has been a practicing Certified Public Accountant since 1994. She holds a Bachelor of Science Degree in Accounting from Goldey Beacom College, and is a member of the American Institute of Certified Public Accountants (AICPA) and the Delaware Society of CPA’s. She also is a Registered Investment Advisor Representative.
Christine works with individuals and small businesses to help them meet their tax and financial goals. She believes in thoroughly understanding the aspirations of a client, so the right approach can be taken to achieve those goals. Clients trust her extensive tax and wealth management experience to assist them in developing a well rounded financial strategy.
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| Bruce R. Boehmer |
| Investment Advisor Representative |
Bruce Boehmer has been with WMG since 2006. Bruce graduated from the University of Delaware in 1969 with a B.S. in Business Administration and a concentration in Finance. Before joining Wealth Management Group, LLC, he enjoyed a successful 36 year career with Kraft Foods holding both financial and key management positions. Bruce currently serves on the boards of two organizations in Kent and Sussex Counties.
Bruce works closely with clients to develop and implement financial strategies. He believes that building good relationships with clients is key to understanding their life goals. Using his experience Bruce is able to tailor plans specific to each client.
bboehmer@wmgadvisors.com |
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| D. LeVerne Beiler |
| Investment Advisor Representative |
D. LeVerne Beiler has been with WMG since 2002. He obtained a BS degree in Accounting from Wesley College in 2000 and is a Certified Public Accountant and a Certified Valuation Analyst. LeVerne is a principal of Raymond F. Book & Associates, P.A. and is a member of the AICPA and the Delaware Society of Certified Public Accountants.
LeVerne assists his clients by helping them to define their long-term goals and plan how to reach them. By putting your goals into writing and monitoring your progress, your chances of reaching your goals will increase and life will be more enjoyable.
lbeiler@wmgadvisors.com |
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| Judith Pflaumer |
| Client Services Manager |
Judi Pflaumer is our Client Services Manager and has been with the firm since 2001. In her role, Judi assists advisors with servicing clients needs. Judi develops and maintains a strong working relationship with clients and is often the first line of communication in client relationships. She is also a Registered Investment Advisor Representative. Judi is an active volunteer in Kent County serving as a board member for a charitable organization.
jpflaumer@wmgadvisors.com |
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