Our People

Meet Joe Roubik

Joe Roubik is an Independent Wealth Advisor who has been helping individuals, families, and business owners pursue their financial goals since entering the financial services industry in 1995. With over three decades of experience, Joe has built his career on providing objective advice, personalized strategies, and lasting relationships based on trust and integrity.

In 2003, Joe founded MoneyWise Planning Group with the vision of delivering independent, client-centered financial planning and wealth management services. His commitment to putting clients' interests first has remained the cornerstone of his practice, allowing him to develop customized strategies that reflect each client's unique goals, values, and stage of life.

Recognizing the important role tax planning plays in a comprehensive financial strategy, Joe expanded his services by founding Roubik Tax Services in 2016. By integrating wealth management with tax planning, he helps clients make more informed financial decisions and pursue greater long-term financial efficiency.

Joe's areas of focus include investment management, retirement income planning, wealth preservation, tax-efficient investing, estate planning coordination, and risk management. He believes successful wealth management goes beyond investment performance—it's about creating confidence, simplifying complex financial decisions, and helping clients build a meaningful legacy.

Known for his integrity, responsiveness, and personalized approach, Joe is dedicated to understanding what matters most to every client. He works closely with individuals, families, and business owners to develop comprehensive financial plans that adapt as life evolves.

Family is at the heart of everything Joe does. He and his wife, Pat, have built a life centered on faith, family, and serving others. They are proud parents of two daughters and their husbands, and they cherish every opportunity to spend time with their grandchildren. Joe understands that financial planning is about more than numbers—it's about helping families create security, provide opportunities for future generations, and enjoy life's most meaningful moments together.

When he's not meeting with clients, Joe enjoys spending time outdoors with family and friends. Whether he's fishing on a quiet lake, boating, camping, or exploring scenic trails on his bike, he appreciates the balance and perspective that nature provides. His love of the outdoors reflects the same qualities he brings to his work—patience, preparation, and a long-term perspective.

Whether you're planning for retirement, growing your wealth, managing life's transitions, or creating a lasting legacy, Joe is committed to providing trusted guidance and personalized service every step of the way.

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

Anna Gorman is a financial planner with Osaic Wealth, 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.

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.