Our People

Joseph Roubik, began his financial advisory career in 1995. Founder of MoneyWise Planning Group LLC as an Independent Wealth Advisor in 2003, he currently practices through Woodbury Financial Services, Inc. In 2016, he joined Focused Tax Solutions to add tax prep and tax planning. He has extensive experience and training in retirement income, tax and estate preservation planning.

Born and raised in West Allis, WI, he graduated from Marquette University receiving a bachelor’s degree in Sociology and Interpersonal Communications. He holds a master’s degree in Business Administration from Cardinal Stritch College and currently resides in Muskego, WI.

Joe is a member of the Tenacity Advisors Group (TAG), a family of independent financial professionals who meet regularly to share education, experience, and best practices. He also enjoys volunteering and serving on the Pastoral Council of St. Leonard Parish in Muskego, WI.

Joe speaks of his life work with passion. “I have the best job! Every day my staff and I work hard to bring success and confidence to our clients. Knowing that we have helped so many people reach their financial goals and build a financially sound moneywise life is why we do what we do.”

Schedule with Joe Roubik

 Joe Roubik's State Licenses:

Securities: AZ, CA, CO, DC, FL, IA, IL, MI, MN, UT, VA, WI
Investment Advisor Representative: CA, DC, IL, MN, VA, WI

Mike is an Investment Advisor Representative with Woodbury Financial Services, Inc and has been assisting clients professionally since 1990.  Mike prides himself on making the complex understandable.  His greatest strength is getting to the root of client’s issues, helping them understand the challenges and opportunities before them; then charting a course to achieve their goals.

Mike is a proud graduate of the University of Wisconsin and a Veteran of the United States Marine Corps.  He continually pursues professional educational opportunities to enhance his client service capabilities.  He holds the series 7,24,63 and 65 securities registrations as well as life, health and disability insurance licenses required by the State of Wisconsin.

When he is not coaching clients, you will find him coaching youth sports, participating in charitable bike rides or playing outdoors with his wife Pam and their 6 children.

Anna Gorman is a financial planner with Woodbury Financial Services, Inc in the Milwaukee area.

Anna has over 19 years of financial services experience and is a CERTIFIED FINANCIAL PLANNER™ professional. CFP® is the most widely recognized certification in the financial planning industry. She also has the designation of Chartered Special Needs Consultant®. The ChSNC® focuses on the skills needed to help parents and caregivers plan for the complex financial decisions they will need to make for their loved one with special needs.

With her training and experience she is able to

• Help you review your plans for the future and compare them to how you save
• Design a financial plan and help you follow it
• Create retirement-planning action steps based on your personal goals
• Provide ongoing personal guidance and advice to help you manage your plan
• Explore estate planning options to help you leave a legacy
• Help you address the unique concerns for a family member with special needs

Anna lives in the Milwaukee area with her husband Michael and 2 sons, Seamus and Liam.

Alex is a registered assistant that joined the firm in July of 2022. He graduated from the University of Wisconsin-Whitewater in 2018, with a degree in psychology and finance. His passion is making sure that clients feel heard and understood. Money can be an emotional topic and, for Alex, your emotional well-being is just as important as reaching your financial goals.

Alex has two years of prior experience as an investment advisor representative and holds both Series 7 and 66 Securities Registrations. This experience includes financial planning as well as developing estate planning strategies. When not in the office, he enjoys spending time outdoors with his friends, family, and girlfriend, exploring downtown Milwaukee, where he lives, and cooking.

Beth is a registered assistant supporting Mike Patterson. Her passion is creating strong personal and professional relationships to help our clients pursue their financial goals. Beth is a graduate of Cardinal Stritch with a degree in Business Administration. She holds both Series 6 and 63 Securities Registrations and is a Wisconsin Notary. When not in the office, she enjoys spending time with her family, gardening, and cooking.   

Diana manages day to day operations at MoneyWise Planning Group LLC. She received her Bachelor’s Degree in International Business and Communications from Cardinal Stritch University. Outside of the office, Diana spends her time walking along the lake’s shore, graphic designing and trying new foods.

Juli joined Anna Gorman Financial (an affiliate of Moneywise planning) in 2019.  She has many years of experience in the financial industry including 20 years in management with Bank of New York.

 Juli’s background yields a solid understanding of customer service and operations.  Her primary role is to support Anna and ensure that her clients receive exceptional service.  Her process driven mindset, attention to detail and organization helps to establish this.

 Juli lives in Greenfield with her Japanese Chin, Corky.  When not at the office, she enjoys floating in her pool, reading, dancing, and spending time with her adult children.