About Us

The Real Wealth Tax Team

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

Neil Narveson

Neil O. Narveson, CPA

Senior Tax Manager
Real Wealth Tax & Accounting, LLC

As a Certified Public Accountant, Neil keeps up-to-date on tax laws and regulations, giving his clients as many credits and deductions available to them.  Neil guarantees a 10 business day turnaround for personal income tax returns once all information is received.  He has 25 years’ experience working with individuals and small businesses.  He works closely with the Silbernagel Group Team to make valuable and realistic tax-saving suggestions that align with the financial goals of his clients.  Neil networks regularly with other CPAs at conferences to gain new perspectives on tax strategies.  Neil graduated with his Bachelor’s Degree in Business Administration in Accounting from the University of Wisconsin – Milwaukee.

Neil is married with three children who keep him busy.  He coaches his son’s Little League team as well as the tournament traveling team in his community.

Jim Silbernagel

James J. Silbernagel, CFP®, LUTCF

President
The Silbernagel Group, Inc. Real Wealth® Advisors

Principal
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.

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 39 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 15 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.

ruthann driscoll

Ruthann Driscoll, JD, CFP®, CLU, RICP®*

Ruthann M. Driscoll, JD, CFP, CLU, RICP, has had a long and varied legal career. After a number of years in private practice, focusing on estate planning and probate, Ruthann spent the last 10 years as the Director of Advanced Planning at Northwestern Mutual. During her years at NM, Ruthann developed a deep expertise around retirement issues, and specifically on Social Security and Medicare, and has presented at industry conferences nationwide on these subjects. Ruthann has recently returned to private practice and, as part of that practice, offers individual consultation to clients on Social Security issues.