We are a fee based wealth management firm which believes that client service comes at the forefront of a lasting and prosperous relationship. We take great pride in our client service model and do our best to make ourselves available to our clients. We manage money on a fee based platform which allows us to put our clients interest ahead of everything else.
Jeff Husak, CMT
Jeff has over 15 years of experience in the securities industry and spent the early part of his career at First Trust Portfolios, an Investment Firm based in Chicago, IL. While at First Trust, Jeff consulted with top Financial Advisors in New York City to recommend and implement specific investment strategies in their business models. He was also a part of a sales team that launched multiple IPO’s for different Exchange Traded Funds & Closed-End Funds while at First Trust.
Jeff is a big proponent of having a rules-based approach as it pertains to investing. He believes in seeking investment opportunities through diligent market research, focusing primarily on market trends and Intermarket relationships.
Jeff also holds his CMT designation (Chartered Market Technician) and his Series 7, 24, 53 & 66 Securities Licenses. Jeff graduated from Western Michigan University, where he earned his Bachelor’s degree in Finance and Commercial Law.
Michael has over 18 years of experience in the securities industry. He was the Director of Operations for an independent firm helping to grow the practice by over 400% through acquisitions, building multiple departments from within, and maintaining client relationships.
More than anything, Michael values the time spent with each client. His goal is to build a long and trusting relationship while exceeding expectations from a client service aspect. He believes that it's not just about increasing the value of a portfolio in up markets but also how much value we bring in helping to protect the investments from market downturns.
In 2016 Mike and his business partner won the People’s Choice Award for the top Financial Advisor in the City of Northville.
Michael has his Series 7 & 66 Licenses in addition to his Life, Accident & Health License.