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 27 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 17 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
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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 integrated my classroom knowledge with an excellent internship at New York Life. I quickly became head of my intern class and began to learn the finer concepts of the insurance industry. This experience also led me into the area of financial consulting and how to properly service clients. After receiving my degree at WMU, I joined my family at Summit Financial Consulting, L.L.C., a Registered Investment Advisory firm. At Summit Financial, I have been exposed to a wealth of knowledge and training which has afforded me the opportunity to learn the intricate concepts of financial consulting and the due diligence involved in truly doing what is in our client’s best interest. I have enjoyed the experience of working in a family atmosphere where we truly are a team always keeping the clients best interests at the forefront. I now possess several professional licenses, allowing me to conduct transactions in securities investments and insurance products. I believe in helping clients understand their choices by giving them an objective overview of their options, and teach them so they can learn what will benefit them the most.
personal contact information phone: (586) 615-3459 email:Jim@summitfc.net
Bonnie J. Wink
I am Bob’s wife of 34 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!
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