top of page
Jeff bio pic 2.PNG

Jeff Husak, CMT, CPFA

Managing Partner / Financial Advisor

  • LinkedIn

Jeff has over 18 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 through LPL in addition to his Life, Accident & Health License.

Erin pic standing.PNG

Erin Hoffmeyer

Partner / 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 husband and beloved dog at their cabin up north, where you can find her snowmobiling during the winter months.​

Mike pic 2.PNG

Michael Husak

Managing Partner / Financial Advisor

  • LinkedIn

Michael has over 20 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. 
 
Michael has his Series 7 & 66 Securities 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.

Check the background of your financial professional on FINRA's BrokerCheck.

LPL Financial Form CRS​​​

​

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

​​

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

​

PLEASE NOTE:  The information being provided is strictly as a courtesy.  When you link to any of the websites provided here, you are leaving this website.  We make no representation as to the completeness or accuracy of information provided at these websites.

​

bottom of page