Meet Our Team

Welcome to Larson Financial Group.

Now that Counsel Wealth Management has officially joined Larson Financial Group, our combined teams are working together to make your financial future even better.

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New Look, Same Great Team

RICK VASTERLING , CFP®, CFS, WEALTH ADVISOR

rick@counselwealthmanagement.com

Rick is a Wealth Advisor at Counsel Wealth Management. He is a Certified Financial Planner™ professional and has extensive experience in financial and retirement planning. He works closely with clients to make sure their plans are implemented well and that they clearly understand the process. Rick has a Bachelor’s degree from the University of Minnesota in International Relations. Rick is a Series 7: FINRA General Securities Representative with Larson Financial Securities, LLC, a Series 66: Investment Advisor Representative, and is also licensed in Minnesota for Life and Health Insurance. 

Check the background of this investment professional on FINRA’s BrokerCheck.

PHILIP CONNOLLY , CFP®, CHFC®, WEALTH ADVISOR

 phil@counselwealthmanagement.com

Philip is a Wealth Advisor at Counsel Wealth Management. He has more than 30 years of experience in the insurance and investment industry designing and implementing retirement income strategies, holistic financial plans and business perpetuation solutions. Philip has achieved the professional designations of CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®. He has a Bachelor’s degree in Economics from St. Francis University in Loretto, PA. In addition, Philip is a Series 7: FINRA General Securities Representative, Series 24: FINRA General Securities Principal and a Series 51: FINRA Municipal Fund Securities Principal with Larson Financial Securities, LLC, a Series 65: Investment Advisor Representative and is also licensed in Wisconsin and Minnesota for Life, Accident and Health Insurance. 

Check the background of this investment professional on FINRA’s BrokerCheck.

PAUL MCCREADY , CFP®, RFC, CFS, FOUNDER

Paul founded Counsel Wealth Management in 1984. After over 35 years leading the company, Paul joined a partnership with Larson Wealth Partners in 2020. Paul has achieved the professional designations of CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and Certified Fund Specialist.

In his new role with Larson Wealth Partners, Paul will continue to provide occasional consultative advice to the team and offer his experience in financial and retirement planning to clients. Additionally, Paul will be spending more time with his wife, Beth, who he has been married to since 1981, and his four children and his grandchildren living across the globe.

Paul is also Founder and President of Inspire to Impact, a Minnesota 501(c)3 corporation, on the Board of Directors for Give Hope 2 Kids, a non-profit organization founded by his son-in-law, and also on the Board of Directors for Global Outreach, a ministry in Central and South America.

Check the background of this investment professional on FINRA’s BrokerCheck
.

JOHN BLAYLOCK CLIENT SERVICE MANAGER

 john@counselwealthmanagement.com

John is responsible for the ongoing success of our client service efforts. John handles many of our Human Resources functions including seeking out new talented members for our team.  Additionally, he researches financial products and investment opportunities and presents them to our advisors. He does in-depth investment, retirement and estate planning analysis using advanced financial planning tools and software. John also manages our Wealth Site service which offers personalized websites for our clients. He is a graduate of the University of Wisconsin. He is licensed in Minnesota in Life & Health Insurance. Traveling the world with his wife Karen is John’s passion.

JAN BARNES CLIENT SERVICE ADMINISTRATOR

 jan@counselwealthmanagement.com

Jan joined Counsel Wealth Management in December of 2011 and plays a vital role in our back stage team. Her main responsibilities include assisting clients, securities trading, and the bookkeeping for the company. Jan is a Series 7: FINRA General Securities Representative with Larson Financial Securities, LLC, a Series 66: Investment Advisor Representative, and is also licensed in Minnesota for Life and Health Insurance. Jan graduated from the University of Northwestern – St. Paul with a Bachelor of Arts degree in Music and Biblical and Theological Studies. In her spare time, she enjoys spending time with friends and family, traveling, attending concerts and exploring the Twin Cities.

Check the background of this investment professional on FINRA’s BrokerCheck
.

LISA WALT CLIENT SERVICE MANAGER

 lisa@counselwealthmanagement.com

Lisa joined Counsel Wealth Management in 2015. She is an assistant to the advisors, processing all client-related material, and also serves as a Notary Public. Lisa is a Series 7: FINRA General Securities Representative with Larson Financial Securities, LLC, and also a Series 66: Investment Advisor Representative. Prior to joining our team, Lisa worked for the Aerospace Engineering office at the University of Minnesota. She earned a Bachelor’s degree in French and enjoys ballroom dance, kickboxing, traveling, and hiking with friends.

Check the background of this investment professional on FINRA’s BrokerCheck.

JILL LEVERTY PARAPLANNER

 jill@counselwealthmanagement.com

Jill was raised in White Bear Lake, MN and graduated from the University of North Dakota in 2016 with a Bachelor of Public Administration degree in Management. She spends most of her spring and summer coaching softball for White Bear Lake. Nights when she is not coaching, she likes to spend her time rollerblading or biking along the lake. Jill enjoys going on road trips to places she has never been and eating at new restaurants.

AILEEN BENO-LIETZ DIRECTOR OF FIRST IMPRESSIONS

aileen@counselwealthmanagement.com

Aileen joined Counsel Wealth Management in September 2018. She graduated from the University of Wisconsin – Milwaukee with a Bachelors in English, and then attended the California Institute of Integral Studies where she earned a Masters of Fine Arts in Writing and Consciousness. Aileen enjoys gardening, spending time with her husband and dog, and camping.