Meet the Team Behind Summit Financial Consulting
Hello, and welcome to Summit Financial Consulting’s refreshed and relaunched blog site. There will be plenty of market insight and useful information to be found here in the coming days and weeks, but with this post, we would like to reintroduce ourselves!
Summit Financial Consulting LLC (SFC) has been family-owned and operated by the Wink family and has been registered since 2004.
SFC is an independent investment firm in Sterling Heights, MI. Finding a trusted personal or corporate financial advisor can be challenging, but our mission is to bring holistic planning to working-class families through our unique, client-first approach. As a Registered Investment Advisory (RIA) Firm, we are a team of fiduciary advisors who are legally obligated to operate in our clients’ best interest.
We strive to provide our clients with financial tools, services, and solutions that may help aid in personalized retirement, investment, and financial planning.
Our Team
Robert L. Wink, Jr.
Summit’s team is led by co-founder and owner, Robert L. Wink, Jr., who has spent over three decades in the financial services industry with a Fiduciary obligation to his clients. Bob makes every effort to provide financial educational opportunities, guidance, and customer service to all his SFC clients. He has instilled these traits within his sons, Ken and Jim, as they joined the family firm. Looking to the future, Bob truly enjoys his work and has no plans to retire anytime soon.
Kenneth R. Wink
Kenneth R. Wink, Bob’s oldest son, is also a fiduciary advisor and is the Chief Compliance Officer of Summit Financial Consulting. Ken prepared his first tax filing in 1995 and has held a license in the financial services industry for over 23 years. He is also the Chairman of the Finance Committee at St. Peter Lutheran Church and School.
James D. Wink
James D. Wink, Bob’s youngest son, has kept up with the family tradition of becoming a fiduciary advisor and is head of trading at SFC. Additionally, Jim is Series 7 registered and holds five other registrations in the securities and insurance industries (Series 66, Series 63, Life & Variable, Health & Accident, and Property & Casualty). Jim is also president of the Kaarto Christian School Fund, a charity established to help provide a Christian education to families in need.
Zachary A. Bachner, CFP®
As Summit Financial continues to grow, the company brought on Zachary A. Bachner, CFP® as the first non-Wink family advisor. He is also a fiduciary and serves as the firm’s Director of Financial Planning. Moreover, Zachary is Series 7, Series 63, Series 65, Life & Variable, Health & Accident, and Property & Casualty certified. At home, Zach is focused on his family as they recently welcomed his first child and their family has plans to keep growing.
James C. Baldwin
Next, James C. Baldwin was hired to expand our advisory team further. Since graduating from Michigan State University, James has achieved the required registrations to begin growing his own client base utilizing the tools and resources that Summit has to offer. Outside of the office, you can likely find James on a golf course or at a simulator in the area.
Daniel A. Ladzinski
After graduating with honors from Hillsdale College, Daniel A. Ladzinski joined our team in 2024 and is a registered financial advisor. He works very closely alongside Ken Wink as his primary co-advisor and also serves his own clientele. Outside of the office, you may find Daniel playing the saxophone at different venues or being involved in the surrounding Catholic community.
Jason A. Hammou
Lastly, Jason A. Hammou has recently joined our team in 2025 as he begins working alongside Bob and Jim Wink as their primary assistant. Jason is pursuing his bachelor’s degree from Walsh College and has began studying for his necessary registration exams. Jason is very eager to enter the industry and we believe he has a very bright future ahead of him!
Family Business Serving Michigan and Beyond
Here at Summit Financial, our highest priority is our clients and their families. We truly listen to the different financial hopes, dreams, and needs of each individual and strive to provide the best service we can.
Summit values and understands the necessity of a completely unique financial plan for each individual or company. The Wink family’s highest priority is to help our clients pursue and maintain financial security in an ever-changing and evolving world. Our holistic financial planning approach can help set your financial goals in motion and on what we believe to be an appropriate path towards success. We look forward to adding you to our SFC family!
For more information on how you can become part of the Summit family, please go to our home page!
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