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Married for over thirty years to his wife Judy, and blessed with three children. Since 1981, Bert has been pioneering and developing multidisciplinary wealth management approaches and platforms, including the Protactical™ Investment Process. As an entrepreneur and innovative leader, Bert is the founder and President of Executive Financial Planning, Executive Wealth Management, Fortunatus Investments, and 401kGPS. He is frequently featured and quoted in news publications for his expertise in wealth preservation, retirement income planning, and investment strategies. He plays an active role in his Michigan community, volunteering and supporting many charities including The Brighton Rotary, The Red Cross, The American Cancer Society, and Gleaners Food Bank.
Albert holds the following licenses:
Michael R. Chechel, Jr. brings a Wall Street background to Main Street America helping hundreds of families devise and implement investment plans to help secure their financial future. After his tenure on Wall Street, Mr. Chechel moved to Michigan and began serving on Fifth Third Securities investment team. While at Fifth Third Securities he quickly rose to become the top revenue producing wealth advisor and was crowned with the prestigious Fifth Third Top Investment Consultant Award in 2006. In 2007, he joined the Executive Wealth Management team and soon became partner in the firm. Mr. Chechel has been featured in numerous publications for his expertise in invest-ment strategies and his holistic wealth planning approach. Residing in Milford with his wife and three children, Mike enjoys coaching youth sports programs and spending time with his family and friends. As an active leader in his community, he is often giving his time and monetary donations to Gleaners Food Bank, The Red Cross and Make a Wish Foundation.
Michael holds the following licenses:
Born, raised and educated in Michigan, Adam understands the diverse financial planning needs of high net-worth individuals and families. He’s been a member of the Executive Wealth Management since 2005 and became partner in 2009. A consummate professional, Adam’s experience combined with researching the ever changing financial markets, delivers a disciplined approach to wealth management. Adam is the Co-founder of Fortunatus Investments and 401KGPS. He plays an active role within his Michigan community, volunteering and supporting many charities including, The Red Cross, The American Cancer Society, Gleaners Food Bank, The Connection, and LACASA.
Adam holds the following licenses:
With a passion for efficiency, John brings a diverse, knowledgeable background to his client relationships. A graduate of the Detroit College of Business, John joins Executive Wealth Management after eight years registered as the Wealth Manager within a local community based financial institution. Previously registered with LPL Financial LLC, John spent his time focusing on constructing strong relationships, helping clients build wealth, and specializing in retirement income planning. His outstanding relationships and hard work exemplify his most important traits.
John’s personal goal is to be the calm, go-to professional for his clients’ financial future in spite of the media selling its next fantastic story. John’s commitment through all market environments is to be a source of clarity, reduced stress, and a guide to keeping his clients on track. John spends his free time with his wife and three children who reside in Novi, Michigan. Together with his family, John enjoys traveling, playing or coaching sports and discovering nature. John’s community involvement extends beyond his Novi home as he participates in events and fundraising on behalf of the American cancer society, American Foundation for Suicide Prevention and Habitat for Humanity.
Karen has a wealth of financial experience and knowledge having worked in the industry since 1978. Beginning as an administrative assistant, Karen quickly climbed the ranks to become a Private Wealth Advisor and Compliance Officer for Executive Wealth Management. When not working, you can find Karen at her Brighton home spending time with her family, painting and gardening.
Karen’s Personal Mission Statement: The relationships with my clients are built on respect and a common goal. I work to understand the financial needs of my clients and help design solutions to meet their financial goals.
Karen holds the following licenses:
Michael has been a member of Executive Wealth Management since 2006 and earned his Certified Financial Planner certificate in 2011. His breadth of industry experience covers several roles within Executive Wealth Management including owning his own book of business. In April of 2015, Michael took on the role of Chief Operating Officer where he is in charge of corporate strategy and business development, as well as human capital and day to day operational activities. His experience as an advisor gives him the unique ability to help position the company for growth, while always putting client interests first and thoroughly understanding every step of the client experience.
A graduate of Purdue University with a bachelors degree in Financial Counseling and Planning, Kevin brings over 15 years of industry experience to EWM. The different roles he has served throughout his career have given him valuable exposure to many different sides of the financial services industry including banking, discount brokerage, and wealth management. Kevin is able to rely on this experience to deliver top level service to clients and help them with their financial goals, concerns, and questions. Kevin believes that the client always comes first, and it is his responsibility to be the trusted professional clients can come to with any of their financial questions. Kevin recently moved back to his hometown of Chelsea with his wife and young daughter. In his spare time he enjoys spending time with his extended family throughout the state of Michigan, golfing, and cheering for Purdue and Detroit athletic teams. Kevin is actively involved in the community supporting the American Cancer Society as well as various Chelsea High School athletic programs.
Susan graduated from the University of Colorado Boulder. As an active mother, she enjoys ski racing with her family. Her husband is a ski coach at Mount Brighton in addition to his day job. With over 24 years in the investment and banking industry, Susan is committed to assisting individuals, families and organizations by providing personalized financial planning for those in pursuit of their financial goals. Mrs. Busch has frequently been quoted in the Detroit News and Detroit Free Press and has appeared on ABC, NBC, Fox and CNBC as an expert in the financial industry.
James, a CERTIFIED FINANCIAL PLANNER™ Professional, has been in the Financial Services Industry and a member of the Executive Wealth Management team since 2011. This experience, with the knowledge he gained while studying at Hillsdale College has armed him with a complete understanding of the industry and has given him the tools to make strategic and tactical moves based on individual needs. The full financial plan, personalized with each client involves planning for life goals including, college savings, retirement accounts, and protection from unseen catastrophic events. James is an avid fan of athletics, as he earned varsity letters four years playing football at Hillsdale College. Football is a game that teaches life skills that are not found in a classroom or business setting. This valuable experience helped shape James’ ability to problem solve and think creatively to produce individual and unique financial advice. As a fiduciary, James primary focus is keeping the clients best interest in mind according to their risk tolerance.
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./p>
Lisa joined Executive Wealth Management in 2007 as a registered sales assistant, client relationship manager, working with Michael Chechel. Prior to joining EWM, Lisa worked with Mr. Chechel at Fifth Third Securities for two years. In addition to providing support to Michael and his clients, Lisa enjoys coordinating firm events and meetings.
Lisa received a bachelor’s degree in communications from The University of Michigan in 2003 and currently holds FINRA series 7 and Life Accident and Health Insurance licenses. When not in the office Lisa enjoys spending time with her family. Lisa likes to stay active outdoors, practices and teaches yoga in her spare time.
Cathy Parkey has been with Executive Wealth Management for six years. She is an Administrative Assistant with the title of “Director of First Impressions”. She is a Michigan State University Graduate with a BA in Education. She resides in Plymouth, Michigan with her husband and two teenage daughters.
Mr. Wickham's primary role is the oversight of information security and technology. He also leads our marketing and advertising efforts to ensure a consistent message across all media. Cody holds a BA in Marketing from Michigan State University.
Kyrstin joined Executive Wealth Management in November of 2015 after over 10 years with her previous firm, UBS Financial Services. As EWM’s dedicated full-time, Chief Compliance Officer, she is responsible for ensuring that EWM, its affiliates, and all associated persons are complying with regulatory requirements as well as internal policies and procedures. A graduate of Michigan State University, Kyrstin joined UBS in 2005 and proceeded to pass several exams including the Series 66 Uniform Combined State Law Exam, Series 9 General Securities Sales Supervisor – Options Module Exam and her Series 10 General Sales Supervisor – General Module Exams. Accepting the Chief Compliance Officer role in March of 2016, Kyrstin relies on her industry experience, ongoing continuing education and respected outside consultants to ensure EWM is not only meeting, but exceeding regulatory and internal compliance expectations.
When not perusing the Securities and Exchange Commission website, Kyrstin enjoys her short commute to her Brighton home to spend time with her husband, Nick and their two children. With any time left after family activities and sports, Kyrstin pursues her lifetime passion of equestrian sports in the Hunter/Jumper world. As a previous captain of the Michigan State University Equestrian team (2002), Kyrstin continues to support that organization as well as supporting and promoting events for the American Foundation for Suicide Prevention.
Jennifer joined Executive Wealth Management in 2015 as a Sales Assistant working with Adam Kulesza. She specializes in client service and account maintenance requests. Jennifer comes to us with 18 years of industry experience, previously working with Victory Capital Management (formerly Munder Capital Management) out of Birmingham, Michigan.
INVEST Financial Corporation, member FINRA/SIPC and affiliated insurance agencies offer securities, advisory services, and certain insurance products. INVEST is not affiliated with Executive Wealth Management, Fortunatus Investments, 401K GPS, Executive Financial Planning, TD Ameritrade or its affiliates, Atria Investments or its affiliates, or Modestspark or its affiliates. Advisory services offered through Executive Wealth Management a registered investment advisor.
TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
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