Objective investing

Fair fees

Simplified process

Meet Our People

Midwest has an exceptional group of professionals that is dedicated to helping you achieve your investment goals and committed to providing you with the highest level of service.

James W. Byrd

President & Chief Investment Officer

  • Forty-four years of experience, including positions at Continental Illinois National Bank, Kidder Peabody & Company, Shearson Lehman Hutton, Inc., and Robert W. Baird & Company.
  • Taught Finance and Accounting in graduate and undergraduate programs at Cardinal Stritch College.
  • Provided consulting services to health care and insurance organizations, and to trust departments of national banks.
  • Served two years in U.S. Peace Corps in Central America as Community Development Specialist.
  • Master of Management degree, specializing in Finance and Accounting, from Northwestern University and Bachelor of Arts degree, specializing in Spanish and Latin American Studies, from Carthage College.

Raymond H. Purdy, M.D.


  • Thirty-seven years of experience, including private practice in Internal Medicine, Surgical Internship at Gundersen Medical Clinic, and Internal Medicine Residency at University of Wisconsin.
  • Former member of Himalayan Rescue Association, Wilderness Medical Society, and University of Wisconsin Medflight Trauma Department.
  • Medical degree from Vanderbilt University, and Bachelor of Science degree in Agriculture from the University of Missouri.

Michael C. Adler


  • Thirty-two years of experience, including positions at M. C. Adler Insurance & Financial and M. C. Adler & Associates.
  • University of Wisconsin Development Board Member Wisconsin Alzheimer Institute.
  • Bachelor of Arts Degree, with a major in Communications and minors in Coaching and Sports Medicine from the University of Wisconsin – Whitewater.

Additional Helpful Services

Midwest is also in contact with various professionals (completely independent from Midwest) who may help to support your investment needs.  Midwest does not receive from (or pay to) any company compensation for referrals or services rendered.  Please see partial list below, and contact us for additional recommendations in any areas:

Insurance Planning

Witt Actuarial Services, LLC

Fiduciary consulting in life insurance, annuities, long-term care, and pension elections.  Fees are on an hourly or project based – no commissions.

Contact Scott Witt, twenty-five years’ experience. Member, American Academy of Actuaries and Fellow, Society of Actuaries.®

414-525-8212 or ScottWitt@wittactuarialservices.com

Financial Planning

Please contact us for details.

Trust and Estate Planning

Please contact us for details.

Accounting and Tax Services

Please contact us for details.