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Married for over twenty years to his wife Raina and blessed with four children. John began his career in Financial Services in 2002 after eight years in elementary education in Fairbanks, Alaska. John and Raina moved back to Michigan to be closer to family. The full financial plan we work up with each client involves planning for their life goals including college savings, retirement accounts and protection from catastrophic events utilizing insurances when necessary. As an independent financial advisor we are not limited to a small product box or quotas like some of our competitors. We’ve found the independent channel of financial service de-livery is the only way to offer unbiased advice to meet the changing needs of our clientele.
Julee is a native and graduate of Ludington High School. She received her Bachelor of Arts at Hope College in 1992 and began her career in the financial services industry with a large regional firm in Detroit. Julee moved back to the community in the year 2000 and has been a financial advisor and active community member since. Julee and her husband Dan have 6 wonderful kids ranging from the age of 11 to 22. In addition to working with her clients and spending time with her very busy family Julee loves cooking and working in her garden.
Through the team at Executive Wealth Management Julee can continue to offer the personal service to her clients she is so proud of. The extensive resources at EWM enhance these services through the unique approach to asset management, excellent financial planning tools and above reproach support team of advisors. Julee became an Accredited Investment Fiduciary in 2015 which allows her to work with employer sponsored business plans a specialized capacity to assist them in maneuvering the ever increasing complex world of regulations.
Advisory Services offered through Executive Wealth Management, LLC. A SEC registered Investment Advisor. Securities offered through Private Client Services, Member FINRA/SIPC. Private Client Services is not affiliated with Executive Wealth Management, LLC (or affiliated companies).
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