About Us

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

Jim Silbernagel

James J. Silbernagel, CFP®, LUTCF

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 protection, 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, 7, 63 and 66. He is insurance licensed for life, health and property/casualty. Jim has earned both his CFP® 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

Mary Mootrey

Mary Mootrey

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

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, attending beading events, knitting, and other crafts. She also spends lots of time with her two daughters, two grandchildren, and grandpuppy.

Carrie Weyer

Carrie Weyer

Independent Insurance Agent
Real Wealth Insurance

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, including individual major medical insurance, short term medical insurance, supplemental insurance and dental 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.

Carrie and her husband have seven children and one grandchild. She enjoys gardening and spending time with her family.

Deb Doherty

Debra Doherty

Director of First Impressions
The Silbernagel Group, Inc. Real Wealth® Advisors

Debra’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. She continues to develop her skills by taking classes in customer service, compliance, auditing and business management.

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