PROFESSIONAL PROFILE

The WS Group is a team of financial professionals who put the needs of our clients first. As a trusted partner, our mission is to oversee the financial affairs of the families we serve. We help clients grow, preserve and pass on their wealth in order to help them achieve their financial goals and dreams. We employ a comprehensive planning-based approach combined with objective advice and guidance and a disciplined investment process. We look forward to meeting with you to gain a better understanding of your situation and determine if our team would be well suited to meet your needs.

Tom Wozniak joined Merrill Lynch in 1995 after 10 years as the Director of Finance for a large health care organization and 4 years as a CPA. Tom earned his BA at Michigan State and holds a MBA from the University of Montana. Tom is a (CIMA®) professional.

Chris Siegler came to Merrill Lynch in 1998 after executive management positions in healthcare and telecommunications. Chris is a graduate of Notre Dame and received a MPA from the University of Montana.

Doug Freeman joined the WS Group in 2006 after almost 20 years as an estate planning attorney. Doug graduated with honors from the University of Montana where he earned degrees in accounting and law. He holds a Masters of Law from the University of Florida. Doug has earned the Certified Financial Planner™ designation.

Corey Raths joined Merrill Lynch in 2007 after 7 years as an industry Financial Advisor. Corey earned his B.S. in Finance with honors from the University of Montana. Corey has earned the CRPC® designation.

Alice Marquardt joined the WS Group in 2009. She is native to Montana and earned a degree in Interpersonal Communication from the University of Montana. Alice handles the implementation of team objectives, strategies, and investment recommendations. Often the first point of contact, she also specializes in handling the wide breadth of client needs with personal care and first-class service.

Investment Management Consultants Association is the owner of the certification mark ”CIMA®,” the service marks “Certified Investment Management AnalystSM,” “Investment Management Consultants AssociationSM,” and “IMCASM.” Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

CERTIFIED FINANCIAL PLANNER TM certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.