Jeff Husak, CMT, CPFA

Partner / Financial Advisor

  • LinkedIn

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 Inter-market relationships. Jeff is the creator of the firm's proprietary investment models used in client accounts and is responsible for managing those models. He also hosts a monthly webinar for clients and prospects with a focus on the current state of the markets.  
 
Jeff also holds his CMT designation (Chartered Market Technician), CPFA (Certified Plan Fiduciary Advisor), and his Series 7, 24, 53 & 66 Securities Licenses in addition to his Life, Accident & Health License.

Evan Lipsitz

Financial Professional

Evan joined The Wealth Advantage Group in March of 2021.  He graduated from Michigan State University in May of 2019 earning a Bachelor of Science in Chemical engineering with minors in Energy and Environmental & Sustainability Studies.

 

He began in the financial industry in 2013 in an administration role at Diversified Financial Group and received his securities licenses in 2016. He recently obtained insurance licensing from the state of Michigan in 2019.  He is currently enrolled at the College for Financial Planning to obtain his CFP certification in early 2021.

Michael Husak

Partner / Financial Advisor

  • LinkedIn

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 preserve 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.  
 
Outside of the office, Michael spends most of his time with his wonderful wife Tara and their two kids (cats), Nomi & Jazz.

Erin Sanford

Client Relationship Manager

Erin has been in the financial services industry since 2017, working in multiple capacities.  She is integral in the onboarding process for new clients as well as ongoing communication.  Erin also helps oversee and process all paperwork in the office related to account openings and distributions.  She also helps with the companies ongoing marketing efforts.


In her free time, Erin enjoys spending time with her fiancee at their cabin up north, where you can find her snowmobiling during the winter months.

 

Erin is not registered with FSC Securities Corporation.