Robert L. Wink Jr.
I began my working career as a Mechanical Engineer in the automotive field in the seventies, eventually moving up to an Assistant Project Manager. In 1987, I made the decision to make a career change into financial planning, an area of interest to me since my college days. I started as an agent with John Hancock initially learning the basics about life and health insurance and eventually broadened my scope of knowledge to Financial Planning. I later moved to a Sales Manager position. I enjoyed teaching young minds the proper way to financially plan a client, and equally important – how to service clients. In the twenty two years I’ve been in this business, I have worked strictly on a referral basis. I have found that if you do a good job for your existing clientele, they will refer you to people they know and trust. In 1999, I left John Hancock and joined an exclusive financial planning firm in Bloomfield Hills, Michigan. In 2003, my oldest son, Ken, and I started our own Registered Investment Advisory firm in Clinton Township. The pride and satisfaction of establishing my own firm and working with my sons on a daily basis, along with the success of the firm, has been more than I’d hoped for. I have not had any thoughts about retiring due to the fact I enjoy what I’m doing so much. This has been a very rewarding career because I truly enjoy helping people.
personal contact information phone: (586) 243-1547 email: Robert@summitfc.net
Wayne H. Hansen
For over 28 years, I have been helping families, individuals, and businesses meet and exceed their financial goals. I began my career in the insurance business in 1970. Ten years later, I transitioned my business to include the comprehensive financial planning services that I offer today. I graduated from University of Michigan where I earned the designations of CFP®, CLU, and ChFC. I live with my wife Cheryl in Williamston, Michigan, and I enjoy hunting, fishing, cycling, skiing, and spending time with my grandchildren.
Jeffrey W. Hansen
After receiving my Bachelors Degree from the University of Michigan in 1990, I become a Certified Financial Planner™ (CFP®) practitioner and have been helping my clients develop and exceed their financial goals for over 18 years. I have taught financial classes at several community colleges in Michigan and am often invited to speak to various institutions about financial planning. I live in Howell, Michigan with my wife, Kelly, and our two children. My hobbies include cycling, skiing, endurance training, and hunting.
personal contact information phone: (248) 613-3819
Kenneth R. Wink
I have always enjoyed teaching people. Throughout my education, I prided myself on tutoring friends and classmates, most specifically, explaining very difficult concepts in simple terms they could understand. One of the most important areas of anyone’s life is their finances, and teaching people what will benefit them has been my passion for a long time. Eleven years ago, while attending Michigan State University's Eli Broad School of Business, I joined my father on business appointments whenever I was home from school. After my sophomore year, I was accepted into the Northwestern Mutual Financial Network internship program – one of the best Financial Consulting Internships in the country. After graduating from MSU with Honors with a B.A. in Finance, I joined an exclusive financial planning firm in Bloomfield Hills. In 2003, my father and I started Summit Financial Consulting, L.L.C., our Registered Investment Advisory firm. I have since received my professional designation as a Certified Wealth Strategist (CWS). My Dad always said if you’re always doing what’s best for the client, you’ll be successful. As a firm, we have always dedicated ourselves to doing what’s best for the client, and that is my definition of success.
personal contact information phone: (586) 630-1048 email: Ken@summitfc.net
http://www.24-7pressrelease.com/press-release/kenneth-r-wink-joins-ranks-of-leading-professionals-102914.php
James D. Wink
I received my Bachelor of Science degree in Finance with a minor in Business from Western Michigan University. After my sophomore year in college, I was able to integrate my classroom knowledge with an elite internship opportunity at New York Life Insurance Company. I became head of my intern class and began focusing on the intricate concepts of the insurance and investment industries. This experience led me into the area of financial consulting and how to properly service clients. I currently hold 6 professional licenses in the insurance and financial securities industries that allow me to conduct business in a number of states across the U.S. My practice encompasses everything from investment management and insurance, to estate, tax, debt, college, business succession, and retirement planning. As an independent advisor at Summit Financial, I love being able to give my clients the personalized treatment and service they deserve and expect from a privately owned family firm, while at the same time, being able to provide them with the resources of a large, globally recognized, investment company. I work hard with my clients to ensure they are always comfortable and involved in the process of getting their financial house in order. My goal with any client, young or old, is to actively manage their financial plan over a lifetime. My job is never done with my clients, and that’s exactly how I prefer it to be!
personal contact information phone: (586) 615-3459 email: Jim@summitfc.net
Bonnie J. Wink
I am Bob’s wife of 35 years and Ken and Jim’s mother. I am also the Executive Assistant and Office Administrator at Summit Financial Consulting. When our family decided to start our own firm, I gave up ownership of my computer training company to utilize the administrative skills I acquired early in my career. I help run the office and make certain day-to-day operations are handled professionally and appropriately. It’s been an absolute blessing to be able to work with my family and see our company grow. I’m amazed with my family and how much we’ve accomplished. We love what we do for our clients, and it shows!
Kathleen A. DuHame I joined the Summit Financial team in 2008 as an Office Administrator when the financial crisis was at the forefront of everyone's minds. Today I help run the office and make certain day-to-day operations are handled professionally and appropriately. If you need help with our website or logging into one of your accounts, I'll be able to assist you with my in-depth technology background!
 Pat Smith I've been working with Wayne and Jeff for several years as an executive assistant and I'll be happy to help you handle any day to day issues that may arise. Our commitment to professionalism and servicing the client to the best of our ability is the motto in all three of Summit Financial Consulting's offices. Please feel free to call, I'm here to help any way I can!
personal contact information phone: (517) 347-2550
|