Dick Wiesner

Dick brings over 46 years of experience from the financial services industry to Haven Wealth Group. For more than 30 years, Dick managed small business lenders and supervised a large team of retail lenders at both JP Morgan Chase and Wells Fargo Bank. In addition, Dick spent 16 years in the Commercial/Finance areas of the Continental Group in New York City; Atlanta, Georgia; Milwaukee, Wisconsin and in Houston.

Dick is very active in a variety of organizations including The National Association of Credit Management (NACM), The Downtown Association, and The Westlake Club.

Major Accomplishments:

Dick attended the Graduate School of Credit and Management at Dartmouth University. He earned a Bachelor’s of Business Administration from Bucknell University. Dick studied towards a Master’s Degree in Business from the NYU Graduate School of Business. In addition, he earned his Series 65 designation in 2013.