(586) 226-2100
Summit Financial Consulting, LLC
Meet Our Dedicated Team at Summit Financial Consulting

Meet Our Dedicated Team at Summit Financial Consulting

Zach Bachner
Written by Zach Bachner

We would like to take this opportunity to introduce you to our company and our team. Bob Wink has been a financial advisor for over 36 years and is the President of our firm, Summit Financial Consulting, LLC. Along with his sons, Ken and Jim Wink, our in-house CFP® professional, Zach Bachner, and our newest advisor, James Baldwin, we are Investment Advisor Representatives acting as Fiduciaries and have a best interest standard for our clients.

Putting Your Interests First

Our focus is on what is in our clients’ best interest, not what is best for our compensation, and we put ourselves in our client’s shoes before we make any recommendations. Our goal is always to treat our clients the way they deserve to be treated; our clean disciplinary history is a testament to this objective.

We are an independent, private, family-owned investment advisory firm that prepares comprehensive Financial Plans for our clients based on facts, not opinions. We cover areas such as investment management, retirement planning, tax strategies, health/life/home/auto and other insurance needs, estate planning reviews, and just about any other financial topic you could think of. Our aim is to make certain the most important parts of our client’s estates have been addressed and that their hopes, wants, and needs have been thoroughly discussed within our financial plans.

Educational Initiatives and Community Engagement

We are launching our YouTube and podcast channels in the hopes of sharing more educational content with our clients and with others who may be interested. We believe financial education is an important and often overlooked part of the client/advisor relationship, so we want to do our part and share our knowledge and experience with others. As always, any of the information discussed is not to be deemed financial advice. We recommend meeting with your personal advisor before making any major financial decisions.

Join Us on This Journey

We are excited to embark on this new journey and hope you will accompany us along the way. Please subscribe to our channel to receive notifications of future posts, and don’t forget to like and share the video to help spread awareness of our content! On behalf of our firm, thank you for being part of the Summit family experience, and we’ll see you next time.

Speak With a Trusted Advisor

If you have any questions about how to financially prepare for parenthood, tax strategies, our 401(k) recommendation service, or other general questions, please give our office a call at (586) 226-2100. Please feel free to forward this commentary to a friend, family member, or co-worker. If you have had any changes to your income, job, family, health insurance, risk tolerance, or your overall financial situation, please give us a call so we can discuss it.

We hope you learned something today. If you have any feedback or suggestions, we would love to hear them.

Best Regards,

Zachary A. Bachner, CFP®

with contributions from Robert Wink, Kenneth Wink, and James Wink
Zach Bachner
About the Author

Zach Bachner

After graduating from Central Michigan University in 2017 with specialized degrees in Finance and Personal Financial Planning, Zachary “Zach” Bachner set himself apart by earning the CFP® designation and passing the Series 7, 63, 65 licensing exams early in his career. Zach gained valuable real-world experience with the team at Summit Financial Consulting, who treated him like family. Their guidance helped him refine his skills in practical, client-centered planning, where putting their needs first was non-negotiable. This focus on trust-building not only allowed him to cultivate strong relationships, but also allowed him to continue doing what he loves most: solving client problems through efficient financial planning strategies. Leveraging his experience, Zach now helps others navigate finances through clear, informative writing. His work has been published in major outlets like Yahoo Finance, MarketWatch, and Investment Business Daily, establishing him as a valued resource. By simplifying complex topics, Zach aims to empower everyday people to confidently pursue their financial goals

Summit Financial Consulting LLC

Summit Financial Consulting LLC

Working With People You Trust.

Your trusted partner for comprehensive financial planning and wealth management in Southeast Michigan.

43409 Schoenherr Road

Sterling Heights, MI 48313

Phone: (586) 226-2100
Fax: (586) 226-3584
info@summitfc.net
Mon-Fri: 9:00 AM - 5:00 PM

© 2026 Summit Financial Consulting LLC. All rights reserved.

Privacy PolicyADV Part 2

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Summit Financial Consulting LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Michigan, Florida, Texas or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. All investing involves risk including loss of principal. Past performance does not guarantee future results.

Advisory services are offered through Summit Financial Consulting LLC, DBA Summit Financial Working With People You Trust, an SEC Investment Advisor. Being registered with the SEC and being a registered investment adviser does not imply a certain level of skill or training. Summit Financial Consulting LLC and its representatives do not render tax, legal, or accounting advice. Health/Life/Annuity Insurance products and services offered by the individual insurance agent. Group Health insurance and ancillary benefits are offered through Summit Health Services, LLC. Property/Casualty (P&C) Insurance is offered through Summit Insurance Services, LLC and our local P&C agency partners. Representatives of Summit Financial Consulting LLC offer tax preparation services through Summit Tax Services. Summit Tax Services is a DBA of Heemer Klein & Company and they are owned and operated independently. Tax products and services are offered through Summit Tax Services LLC. Summit Financial Consulting LLC, Summit Health Services LLC, Summit Tax Services LLC, and Summit Insurance Services, LLC are affiliated entities.

Summit Financial Consulting LLC, Summit Health Services LLC, Summit Tax Services LLC, and Summit Insurance Services, LLC are not affiliated with the Social Security Administration or any government agency.

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