About Us

Our mission is to minimize your tax liability and maximize your financial freedom.

Jim Silbernagel

James J. Silbernagel, CFP®, CEPS, LACP, LUTCF

President
The Silbernagel Group, Inc. Real Wealth® Advisors
The Silbernagel Group Insurance Services, LLC
Real Wealth Tax & Accounting, LLC
Real Wealth® Media

Jim Silbernagel has been in the insurance and financial industry for over 30 years. He believes in a holistic approach to a healthy financial lifestyle, which includes investments, asset protection, insurance, retirement planning, estate planning, tax efficiency, and identity preservation*, no matter age or current financial state.  He helps clients realistically assess current status in all aspects of their lives and plan for a bright future and meaningful living. He has a passion to educate Americans to make smart choices with their money and live a life with purpose. This passion is carried out through his Real Wealth® Weekly podcast program of 25 years and through his support of organizations such as Life Happens, the MDRT Foundation, and the Wounded Warriors Project.

He holds securities licenses series: 6 (Investment Company and Variable Contracts Products Representative), 7 (The General Securities Representative Qualification), 63 (Uniform Securities Agent State Law Examination) and 66 (Uniform Investment Advisor Combined State Laws). He is insurance licensed for life, health and property/casualty. Jim has earned his CFP®, CEPS, LACP and LUTCF designations. He is a Life & Qualifying Member of MDRT, NAIFA, FSP, Forum 400, FSI, Advisors in Philanthropy and Ambassador for Main Street Philanthropy.

Jim has a zest for living! He enjoys flying, fishing, boating and relaxing at his home with his wife of 30+ years and three children.

Jim offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC; advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment advisor; and insurance through Real Wealth Insurance Services, LLC (RWI). The Silbernagel Group, Inc. and RWI are independent of CIS and CAM. Check the background of this investment professional on FINRA BrokerCheck


Joanne Silbernagel

Joanne Silbernagel

First Lady, Independent Agent, & Collaboration Manager
The Silbernagel Group, Inc. Real Wealth® Advisors
The Silbernagel Group Insurance Services, LLC
Real Wealth Tax & Accounting, LLC
Real Wealth® Media

Joanne promotes good relationships between our family of businesses and cultivates those with clients. She is involved in many administrative projects, attends professional conferences for the companies, and assists in finding qualified speakers for the Real Wealth® Weekly podcast program. Joanne has been an Insurance Agent for over 25 years, holding Life, Health, and Property/Casualty Licenses. As an active NAIFA Member, Joanne is constantly developing new ideas to bring to The Silbernagel Group, Inc.

When she’s not at the office, Joanne gives private guitar, piano, and ukulele lessons to all ages, and is involved in her local church and school music programs. She dedicates Wednesday nights and periodic Saturdays for practice and performances with her Ukerazy bandmates, consisting of her sister Mary, daughter Angela, and some friends.


Mary Mootrey

Mary Mootrey

Operations Manager & Accounting Professional
The Silbernagel Group, Inc. Real Wealth® Advisors
The Silbernagel Group Insurance Services, LLC
Real Wealth Tax & Accounting, LLC
Real Wealth® Media

Mary is a key player at Real Wealth Tax & Accounting, LLC, and also assists all businesses with workflows and efficiency. Her previous experience as an accountant and bookkeeper for 40 years has equipped her with superb attention to detail. Always carrying a positive attitude, she keeps the team on track and is always determined to complete tasks and projects from start to finish.

When not at work, Mary enjoys making jewelry, knitting, other crafts, and playing with her Ukerazy ukulele bandmates, which consist of her sister Joanne, niece Angela, and some friends. Every year she goes digging for semi-precious stones with her family. She spends lots of time with her two daughters, two grandchildren, and three grandpuppies.


Carrie Weyer

Carrie Weyer

Independent Insurance Agent
Real Wealth Insurance

Process Manager
Real Wealth Tax & Accounting
The Silbernagel Group Inc. Real Wealth® Advisors

Carrie has worked in the healthcare industry for over 25 years. As her passion for helping people grew, she became licensed in Wisconsin for Health, Life, and Property/Casualty insurances. Carrie guides clients through the process of choosing an appropriate insurance plan that fits their current needs and lifestyle. These options include ACA and Medicare insurance, short term medical insurance, supplemental insurance and dental or vision insurance plan options through various companies. As needs arise, Carrie works with her clients to utilize their insurance plans appropriately. Carrie is constantly expanding her expertise, proficiency, and knowledge of insurance plans and choices available to her clients.

When she is not working with clients, she fulfills her roll as Process Manager helping the team be effective and efficient so that our clients receive the best possible service.

In her free time, Carrie enjoys gardening and spending time with her growing family.


Deb Doherty

Debra Doherty

Director of First Impressions
The Silbernagel Group, Inc. Real Wealth® Advisors
The Silbernagel Group Insurance Services, LLC
Real Wealth Tax & Accounting, LLC
Real Wealth® Media

Deb’s communication and customer service skills make all who come through the front door feel comfortable. Her interactions with clients set the tone for a good meeting with the client’s team of advisors. Her previous experience in the banking industry of over 40 years gives her an added insight into detail and customer relationships, making her an invaluable asset to the Silbernagel Group Team. Deb has developed her skills by taking numerous classes in customer service, compliance, auditing and business management.

Deb is married, has three children and two grandchildren. She and her family enjoy camping, cooking and attending the grandchildren’s sporting events.



Angela Silbernagel

Director of Marketing & General Manager
The Silbernagel Group, Inc. Real Wealth® Advisors
The Silbernagel Group Insurance Services, LLC
Real Wealth Tax & Accounting, LLC
Real Wealth® Media

Angela works to promote financial literacy across the country through the Real Wealth® weekly podcast. Her communication skills and experience with social media, email marketing and website design allow her to reach Americans and motivate them to make smart choices with their money. Angela graduated with her Bachelor’s Degree in Marketing from the University of Wisconsin-Milwaukee, and regularly attends conferences, seminars, and online workshops to continue expanding her knowledge of the ever-changing online world.

Her passion is processes – making sure the office and team members are working together smoothly and efficiently so that our clients experience exceptional service and care.

In her spare time, Angela loves to play the ukulele with her Ukerazy bandmates consisting of her mom Joanne, Auntie Mary, and some friends. She enjoys reading and hosts a monthly Book Club meeting with her friends. She also loves to play beach volleyball and usually joins multiple leagues each summer.