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Our Team

How We Work

How We Work

Whether you are growing your family and business, sending the kids off to college, or are contemplating the outlook of your retirement, our family at Wealth Planning Services, Inc. can help your family pursue the personal and financial confidence you've always envisioned. With strategies and professionals for every stage of your life, we specialize in building multigenerational plans for our clients and their families based on long-term relationships and collaboration. Life can get complicated, but taking care of your family's financial future should be simple - let our team show you how. 

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

David J. Smolarek, CFP®, CMFC®

Financial Consultant

(248) 689-2995

(248) 498-4816

david.smolarek@lpl.com

David is a CERTIFIED FINANCIAL PLANNER™ professional and President at Wealth Planning Services, Inc., building sound financial plans for families - including his own. In fact, his planning went so well that two of his three children are now working with him! Together, they conceptualize and execute personalized financial strategies that help their clients communicate and plan with their families, across generations to build legacies.

David specializes in developing personalized and comprehensive financial and investment strategies that seek to manage risk and align with his clients’ retirement, investment, legacy, and estate planning goals. He also makes sure to leave time for his lovely wife, Betty, and his weekly racquetball matches, because - priorities, right?


Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Jake Smolarek, CFP®, AIF®

Financial Consultant

248-689-2995

248-498-4816

jake.j.smolarek@lpl.com

Jake is a CERTIFIED FINANCIAL PLANNER™ professional and a Accredited Investment Fiduciary® professional. Attainment of the AIF® Designation demonstrates understanding of the Prudent Practices® and methodology. Additionally, he holds his Series 7, Series 66, and Life and Health Insurance Licenses with LPL Financial.

He is a former US Army Sniper, and an MSU Alum. After working for one of the industry ‘big guys’ for a few years to cut his teeth, Jake decided to come home to the family firm. Now he applies his values of discipline and teamwork towards helping clients embark on their journeys to financial well-being. Jake has pivoted his unique skill set of training for long range sniper missions, towards helping clients embark on their long-term financial mission.

Jake enjoys guiding new investors and entrepreneurs, resident physicians, tech specialists, and young families on the development of good financial habits to help them build long-term wealth. As an avid fitness junkie, you can often find Jake at the CrossFit gym. His love for fitness is only second compared to his love for his one-eye rescue cat named Mulan.

 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Wendy A Stokan

Client Service Specialist

(248) 689-2995

(248) 498-4816

wendy.stokan@lpl.com

Wendy is passionate about making clients’ transitions to working with us a breeze! A no-nonsense, problem-solver, Wendy brings nearly 23 years of specialized experience in new business facilitation and client services to the family. Whether its opening new accounts, interfacing with advisors and outside institutions, or facilitating regular account maintenance, Wendy’s got it handled.

She works closely with all our clients, building long-lasting relationships that ensure their needs are met diligently and they’re treated like part of the family.

Wendy and her husband, Richard, are looking forward to watching their son play collegiate baseball. Their daughter and son-in-law made them grandparents in May 2023; the new grandson has brought immense joy into everyone’s lives.  Wendy’s love for her grand-pups also adds an extra layer of warmth to the family dynamics.  And amidst it all, Wendy finds solace in hiking, tending to her garden, and cherishing precious moments with her loved ones.                                                        

                                          

                                               

Guillermo Tenorio Pindter

Client Service Specialist

(248) 689-2995

(248) 498-4816

guillermo.pindter@lpl.com

Gary is the proverbial life of the party and our “jack of all ‘trades’”. As a maestro of business process management, Gary gets all kinds of things done for our clients - including processing trade orders! He also executes a diverse array of account servicing needs to help us deliver the most efficient and valuable experience to all those we work with.

His warmth and inclusiveness make all our clients feel comfortable and taken care of. He’s great at managing the details too!

With lots of restaurant industry connections, Gary enjoys hosting events like happy hour for his friends. You might even be lucky enough to get an invite! Of course, as a family man, he also loves spending time with his three beautiful daughters Aiyana, Melia, and Imani and his puppy, Ziggy. Gary is also the proud 1st Place winner of the first Mustache Competition in Leonard, Michigan in 2023.

Rachel Maceri

Operations Manager

(248) 689-2995

(248) 498-4816

rachel.maceri@lpl.com

With over 14 years of experience working for some of the industry giants before coming back to the family practice, Rachel knows her stuff! As a licensed financial professional, she’s uniquely positioned to direct WPS, Inc’s operations skillfully, adding value every step along the way.

Rachel is always thrilled to work with her contemporaries - millennial businesswomen and supermoms (every mom!) building their families and their financial stability. It’s most rewarding for her to be able to share her own experiences and industry knowledge to make a meaningful difference in their lives.

Rachel and her husband, Anthony, welcomed their firstborn at the end of 2021 and WPS, Inc. is already excited to recruit him! Mom says that will have to wait a few years though. To help her stay zen in this busy lifestyle, Rachel also loves yoga and is a certified instructor.