Meet Our Team
Our team consists of seasoned professionals with diverse expertise in investment management, financial planning, and client services. We are committed to delivering exceptional value and service to our clients.
Mike Dingeldein
Financial Planner
Mike Dingeldein is dedicated to helping individuals and families achieve financial security. With expertise in wealth management, retirement strategies, investments, and more, he takes a personalized approach to building solid economic foundations for long-term stability.
Phone: 123-456-7890
Mail: info@bedrockwealth.com
Ian Miller
Co-Founder/CFO + Annuities Specialist
Ian Miller specializes in annuities at Bedrock Wealth Management, helping clients secure reliable income for retirement. With a focus on fixed, indexed, and variable annuities, Ian provides personalized strategies to protect assets, generate lifetime income, and maximize financial stability.
Stewart Daily
CoFounder, CEO + Life Insurance Specialist
Stewart Daily specializes in life insurance solutions at Bedrock Wealth Management, helping individuals and families protect their financial futures. With expertise in term, whole, and universal life insurance, to name a few, Stewart tailors policies to fit clients' needs, ensuring long-term security and peace of mind.
Dan Lodwick
CoFounder, COO
As the Chief Operations Officer with Bedrock Wealth Management, Dan Lodwick ensures seamless day-to-day operations, supporting clients and advisors efficiently and precisely. With a keen eye for detail and a commitment to excellence, Dan plays a crucial role in optimizing workflows, enhancing client experiences, and maintaining the agency's high standards of service.
Jamie Byrd
CMO + Education Specialist
As the Education Specialist at Bedrock Wealth Management, Jamie Byrd is dedicated to empowering clients and advisors through knowledgeable, informed financial decision-making. She develops educational resources, conducts training sessions, and keeps clients updated on financial strategies, industry trends, and regulatory changes. Jamie's commitment to clarity and accessibility ensures that individuals have the tools to navigate their financial futures with confidence and success.
About
Bedrock Wealth Management was established in 2018. We are dedicated to helping clients achieve their financial goals through personalized investment management and financial planning services. Our team of experienced professionals is committed to providing expert guidance and support to our clients on their wealth management journey.
Our Investment Expertise
At Bedrock Wealth Management, we specialize in a wide range of investment strategies, including portfolio management, risk assessment, and asset allocation. Our team stays informed on the latest market trends and economic developments to ensure that our clients' investment portfolios are strategically positioned for long-term growth and stability.
Our Philosophy
Our philosophy is centered around building strong, long-lasting relationships with our clients based on trust, integrity, and transparency. We believe in open communication and collaboration to develop customized financial plans that align with our clients' unique objectives and risk tolerance.
Commitment to Deliver Results
Bedrock Wealth Management is dedicated to delivering measurable results for our clients. We are focused on achieving superior investment performance and providing comprehensive financial solutions that empower our clients to pursue their financial aspirations with confidence.
Our Experience
With years of experience in the financial industry, our team has successfully navigated various market conditions and economic cycles. We leverage our extensive experience to guide our clients through dynamic market environments and offer informed perspectives on potential investment opportunities.
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