Meet Our Team
At Summit Financial Consulting, LLC, our greatest asset is our people. Our team of experienced professionals brings together decades of expertise with a genuine commitment to personalized service. From your first consultation to long-term planning, you'll experience the professionalism, courtesy, and dedication that have made us Southeast Michigan's trusted financial partner.
Get to know the experienced professionals who are dedicated to helping you achieve your financial goals. Click on any team member below to learn more about their expertise and background.
Bob is the Co-Founder and Owner of Summit Financial Consulting, LLC, a holistically run financial planning practice in Sterling Heights, Michigan. Bob has always enjoyed teaching clients and colleagues, young and old, the finer concepts of financial planning, and equally important – how to service clients. In the 38 years he has been in this business, Bob has touched a countless number of lives and has been able to pass his wealth of knowledge, work ethic, and client-first mentality on to his sons, Ken and Jim. The pride and satisfaction of establishing his highly successful family-owned financial planning practice, and working with his sons on a daily basis, has been more than he ever hoped for. Bob has no plans of retiring at this time due to the fact that he enjoys what he's doing. It has been a very rewarding career because he truly enjoys helping people. He is series 65 licensed and holds many other licenses. When Bob is out of the office, he enjoys spending time with his wife of over 50 years, Bonnie, and their 6 grandchildren. Bob also enjoys golf, hunting, and fishing trips to the Upper Peninsula. He feels especially proud when he goes to the UP and occasionally catches more fish than our Finnish relatives.
Education
Mechanical Engineering
Experience & Certifications
38 Years Experience
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Ken is the Co-Founder and Chief Compliance Officer of Summit Financial Consulting, LLC. He graduated from Michigan State University with Honors and a B.A. in Finance. He has been licensed in the financial services industry for over 24 years. He prepared his first tax return in 1996. In high school and college, Ken was a tutor. Throughout his career, he has enjoyed teaching clients difficult financial planning concepts in simple terms they can understand. He is series 65 licensed and holds many other licenses. When Ken is out of the office, he enjoys spending time with his wife, Nicole, and their two children, Charlotte and Jack. He also enjoys playing ice hockey, golf, basketball, hunting, fishing, and taking family trips up north. Fun Fact: Ken possesses a hidden talent for singing. He once left an audience in awe at a family wedding by delivering a rendition of Andrea Bocelli's "Time to Say Goodbye," sung flawlessly in Italian.
Education
Michigan State University with Honors - B.A. in Finance
Experience & Certifications
24 Years Experience
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Jim is an advisor and head of trading at Summit Financial Consulting, LLC. He received his Bachelor of Science degree in Finance and a General Business minor from Western Michigan University. He is series 65 licensed and holds many other licenses. Jim is a 21 year veteran of the financial services industry and teaches his clients how to improve their financial well-being based upon facts. At an early age he adopted his client-first mentality and appreciates sharing in his client's challenges and successes. Jim's main personal interests include spending time with his wife, Stephanie, and their children, Hallie, Rosalie, Wesley, and Leo. He enjoys taking family trips when they have the opportunity. He also enjoys coaching his children's sports teams, music, and reading. Jim is president of the Kaarto Christian School Fund, a charity established to provide a Christian education to families that could use some help. Fun Fact: Jim has always been an avid athlete and takes great joy in coaching and that his oldest daughter attended high school and played basketball at the same school and gym where he made his "almost half-court" game-winning shot.
Education
Western Michigan University - B.S. in Finance, General Business Minor
Experience & Certifications
21 Years Experience
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Zach is responsible for the bulk of the financial planning, investment analysis, and solution recommendations for our office. He graduated with honors from Central Michigan University in May of 2017 with a double major in Finance and Personal Financial Planning. He is series 65 licensed, holds many other licenses, and is also a CERTIFIED FINANCIAL PLANNER. Nowadays, Zach enjoys spending time with his wife, Allison, and their growing family. They love to travel, hike, and explore new places together! Fun Fact: He was the captain of the CMU Club Dodgeball team, which led his team to three consecutive national title games while earning two All-American awards.
Education
Central Michigan University with Honors - Finance & Personal Financial Planning
Experience & Certifications
8 Years Experience
- • CFP®
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James is an Advisor at Summit Financial Consulting, LLC. He graduated from Michigan State University with a B.A. in Finance in 2021. He is series 65 licensed and holds many other licenses. James is a core member of our advisory team dedicated to creating transparent financial strategies for our clients. During his time at MSU, he was actively involved in student investment groups, including the Student Investment Association and the Student Venture Capital Fund Group. Outside of the office, he enjoys playing golf and going on various trips and adventures with his friends.
Education
Michigan State University - B.A. in Finance
Experience & Certifications
4 Years Experience
A financial advisor at Summit Financial Consulting, LLC, Daniel graduated summa cum laude from Hillsdale College with a B.S. in Financial Management and Applied Mathematics in 2024. He is series 65 licensed and holds many other licenses. Daniel has experience in several wealth management companies in the surrounding area. Each of these positions helped solidify his desire to serve clients and utilize his background in mathematics to pursue optimal financial plans. His strong interest in personal investing led him to develop specialized watchlists, alerts, and strategies, demonstrating his ability to create data-driven solutions. Fun Fact: Daniel is an avid multi-instrumentalist. He led the Hillsdale College Big Band on the saxophone, and he is currently delving into the music community of metro Detroit. He is also passionate about soccer, volleyball, disc golf, botany, numismatics, and, most importantly, his Catholic faith, family, and friends.
Education
Hillsdale College Summa Cum Laude - B.S. in Financial Management & Applied Mathematics
Experience & Certifications
2 Years Experience
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