FOUNDING PARTNER

Paul Gassel, CFS®, AIF®

Managing Partner

Paul Gassel is the Managing Partner of WWM Investments, LLC in Chicago. In this role, Paul works directly with individuals and business owners to implement wealth management solutions, investment, retirement and risk management strategies designed to provide long-term financial strength and security.

Paul founded WWM Investments, LLC in 2010, having served as a Financial Advisor in Chicago since 1995. Prior to establishing WWM, Paul was the Assistant General Agent and Investment Specialist at Pearre and Associates, Ltd., a General Agency of Massachusetts Mutual Life Insurance Company (MassMutual). During his tenure at Pearre, Paul was recognized as the firm’s Top Equity Advisor.

Each year since 2012, Paul earned the distinction of being named a “5 Star Wealth Manager*” by Chicago Magazine, a designation awarded to the top 3% of financial professionals in Chicagoland. In addition, he has been recognized in Forbes Magazine’s Wealth Managers Black Book since 2016. Since 2002, Paul has been a Court of the Table Member of the Million Dollar Round Table, an organization recognizing top producers and leaders in the financial services industry.

Paul serves on the board of Erie Neighborhood House. His commitment to giving back to the community also includes supporting the Ronald McDonald House Charities, Norwegian American Hospital and the Teen Living Program in Chicago.

Paul received his bachelor’s degree from the University of Alabama, holds a Certified Funds Specialist designation from the Institute of Business and Finance and holds the designation of Accredited Investment Fiduciary. He is a Investment Advisor Representative and member of the National Association of Insurance and Financial Advisors.

With more than $750 million in assets under advisement, the firm owes its remarkable retention rate to exceptional service, innovative thinking, and proactive communication.

Paul resides in Chicago’s Lincoln Park neighborhood with his wife Jeanine and their two daughters.

“Using a personalized approach, my intention is to educate, organize and empower my clients to make informed decisions based on their vision for the future”

*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.

Meet The Team

Bob Leonardo

Financial Services Executive

Bob Leonardo is a Financial Services Executive of WWM Investments, LLC in Chicago. In his role, Bob provides families and business owners with comprehensive…

Courtney Miller

Client Services Specialist

Bringing over sixteen years of distinguished customer service experience from esteemed banking institutions within the Chicago area, Courtney Miller serves as WWM’s Client Service Specialist. 

David Brennan MBA, CFA®

Chief Investment Analyst

David Brennan serves WWM Investments as our Chief Investment Analyst and plays a pivotal role in shaping the firm’s investment strategies, enabling WWM to tailor each client’s investment portfolios addressing their unique needs.

John Rybinski

Financial Planning and Risk Management Strategist

John Rybinski joined WWM Investments, LLC in 2023 and serves as the firm’s Financial Planning and Risk Management Strategist. John brings over 10 years of experience in the financial sector.

Kortney Young, AIF®

Director of Paraplanning

Kortney Young is the Director of Client Services for WWM. Kortney came to WWM after five years in banking, where she was responsible for building and maintaining excellent customer relations…

Julie McCormick

Personal Financial Analyst

Julie serves as a personal financial analyst within the planning team. She entered the financial services industry shortly after graduating college in spring 2016. Julie graduated summa cum laude from Christian Brothers University…

Andrew Vinson, CFP

Financial Professional

Andy has been in the financial planning industry for over 10 years and is in charge of all the systems, software and processes that are instrumental to the development and execution of client financial plans. He is responsible for the…

MICHAEL WINDISCH

Financial Professional

Michael is an Agency Supervisory Officer and the Director of Operations with WestPoint Financial Group. Before joining WestPoint, he began his career in the financial services industry in 2001 at Northwestern Mutual…

Kate Fisher

Marketing Strategy Specialist

Kate Fisher serves as WWM’s Marketing Strategy Specialist and leads the development and implementation of our comprehensive marketing strategy, ensuring a holistic approach.

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