Executive Leadership

Paul McCready, CFP®, RFC, CFS

Founder, Counsel Wealth Management, Inc., 1984
Specializing in Wealth Management
Certified Financial Planner™ Professional
Registered Financial Consultant
Certified Fund Specialist
Oversees over $200 million in client funds

Member of the Institute of Certified Financial Planners since 1996.
Honor Roll Member of Million Dollar Round Table, “The Premier Association of Financial Professional,” since 1991.
One of only three Certified Financial Planner™ Professionals in Minnesota to Qualify for the Top of the Table elite financial professionals organization.
Member of Top of the Table since 1999.
Selected as a frequent speaker and moderator for The International Forum, The Million Dollar Round Table and Top of the Table associations.

Served as Past Treasurer of The International Forum, Premier Financial & Estate Planning Association

As the founder and president of Counsel Wealth Management, Inc., Paul has invested years of education, expertise, and dedication to his practice. The core principles of Paul’s business are based upon the belief that his clients are to be extraordinarily served – period. Paul is the only Top of the Table member in Minnesota that is dually registered as a Certified Financial Planner™ and a Registered Financial Consultant. Since 1984, Paul has been serving affluent Americans; he has become highly effective and focused in using his gifts and experience through comprehensive and complex wealth management, investment management, and estate planning to help minimize taxes and preserve wealth for his clientele.

He has been married to his wife Beth since 1981, and they have four children.

Founder and President Inspire to Impact, a Minnesota 501(c)3 corporation.
Board of Directors, Give Hope 2 Kids, a non-profit organization.
Board of Directors, Global Outreach, ministries to Central and South America
Fellowship Group Leader at Emmanuel Christian Center
Facilitator of The Goal Cultivator Community for independent entrepreneurial advancement of its members
Past Treasurer of Wingspread Foundation of Minneapolis.

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

 


Advisors

Rick Vasterling, CFP®, CFS

Senior 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 Comprehensive Asset Management and Servicing, Inc., 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.  



Jonathan (J.J.) Slag, CFS

Wealth Advisor 
JJ@CounselWealthManagement.com

J.J. joined the Counsel Wealth Management team in 2012. He is a Series 7: FINRA General Securities Representative with Comprehensive Asset Management and Servicing, Inc., a Series 66: Investment Advisor Representative, and is also licensed in Minnesota for Life and Health Insurance. As a graduate of Bethel University with a Master's degree in Organizational Leadership and years of pastoral and executive level leadership experience at large churches, J.J. is well equipped to understand our clients' needs and help them plan for their financial futures. In his free time, he enjoys biking and spending time with his 3 children.

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



Team Members

John Blaylock

Client Service Manager
John@CounselWealthManagement.com

John is our Client Services Manager. He is responsible for the ongoing success of our client service efforts. He researches financial products, seeks out investment opportunities and presents his findings to our advisors for implementation. He does in depth investment, retirement and estate planning analysis using advanced financial planning tools and software. John works to ensure clients are given the best possible information in order to make informed investment decisions. He is a graduate of the University of Wisconsin. John is licensed in Minnesota in Life & Health Insurance.



Stephen Holderman

Director of Innovation and Integration 
Stephen@CounselWealthManagement.com

Stephen is our new Director Innovation and Integration.  He has joined the team to further develop internal operating and customer support innovations.  Stephen’s background in International Business Development, Management, Marketing and Sales Consulting, combined with his operational experience in various types of organizations (Start-ups, Mid-Sized and Large Matrixed companies) will also be utilized to plan and implement new marketing and sales initiatives.  He is a graduate of BIOLA University, La Mirada CA – BA Communications, two minors in Bible and Public Relations.  He lives in the Chaska suburb with his wife of 35 years. Stephen has four adult children.



Dana Crawford 

Client Services 
Dana@CounselWealthManagement.com

Dana joined our Client Services team in 2010, with the task of digitalizing a large portion of the firm’s paper files. Currently she is an assistant to the advisors for all things client-related. Prior to working at Counsel Wealth Management, Dana served for 18 years with a missionary organization, spending part of those years in ministry in Indonesia. She earned a Bachelor’s degree in Cross-Cultural Missions, and is a photography hobbyist. In her spare time, she also enjoys traveling and reading, and has a continued interest in missions.



Jan Bartel

Client Services
Jan@CounselWealthManagement.com

Jan joined Counsel Wealth Management in December of 2011 and plays a vital role in our back stage team. Preparing information for client reviews and processing paperwork are just some of the things she does. Jan is a Series 7: FINRA General Securities Representative with Comprehensive Asset Management and Servicing, Inc. Prior to joining our team, she worked at ShareMedia Services, Inc. and Presbyterian Homes. Jan graduated from Northwestern College with a Bachelor of Arts degree in Biblical & Theological Studies and Music. In her spare time, Jan enjoys spending time with friends and family, and attending concerts.

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



Lisa Walt

Client Services
Lisa@CounselWealthManagement.com

Lisa joined Counsel Wealth Management in 2015. She is an assistant to the advisors, processing client-related material, and she also works on planning and hosting events. 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 traveling, hiking, and rock climbing with friends.



Jasmine Nabhan

Client Services
Jasmine@CounselWealthManagement.com

Jasmine graduated from Bethel University with a Bachelor of Science degree in Biology. Her favorite pastime is traveling to other countries, such as Ecuador and Egypt, to visit family. When she's not traveling, she loves reading history books, or going for a hike outside. Among her many hobbies, her greatest passion is helping others receive the basic needs of healthcare. She has twice volunteered in Belize to help in local medical clinic and to work alongside the doctor to provide basic health needs for native Belize families.

 


Jill Leverty

Client Services
Jill@CounselWealthManagement.com

Jill was raised in White Bear Lake, MN and recently graduated from the University of North Dakota in 2016 with a Bachelor of Public Administration degree in Management. She spends most of her summer coaching a 14 and under softball team 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.

 


Jesse Bonde

Relationship Manager
Jesse@CounselWealthManagement.com

Jesse is a Relationship Manager for Counsel Wealth Management. He graduated from Bethel University in December 2016 with a Bachelor of Arts degree in Finance. Jesse is responsible for assisting  with projects and tasks assigned by all team members. He enjoys spending his free time on the lake, traveling, and  attending sporting events.