Portrait of James D. Wink, Advisor | Head of Trading at Summit Financial Consulting

James D. Wink

Advisor | Head of Trading

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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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
Mon-Fri: 9:00 AM - 5:00 PM

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