Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Dillan Micus
Owner/CEO
Dillan Micus is the owner & CEO of 345 Wealth Management, a financial services firm focused on guidance and comprehensive, detailed planning around the three most important phases of wealth management. Dillan has created and built out...
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Patrick Kearns
Owner/President
Pat is the President and Co-Founder of 345 Wealth Management. He most recently served as Senior Vice President of the Southwest Branch of former broker/dealer Equitable Advisors, an office which housed over 100 advisors and...
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Ali Grefsheim
Chief of Staff
Alison “Ali” Grefsheim is the Chief of Staff of 345 Wealth Management. She manages all projects from start to finish, oversees general day-to-day operations, and ensures smooth integration of all processes developed by the firm. Ali...
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Brady Schneider
Chief Operations Officer
Brady Schneider is the COO of 345 Wealth Management. Brady joined the firm in advance of its formal launch Spring 2022. Prior to joining 345 Wealth Management, Brady worked for former broker/dealer Equitable Advisors Southwest joining...
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Tommy Goers
Director of Client Services
Tommy heads the client service department and has been working with the team for the past 3 years. He has a keen focus on delivering exceptional client experience and has a deep commitment to ensuring every client interaction is...
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