Our Team How We Work Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community. Our team approach adds perspective to all we do and provides increased benefits to our clients. Meet Our Team Find a Financial Advisor David J. Smolarek, CFP®, CMFC® Guillermo Tenorio Pindter Jackie Brundage Jake Smolarek, AIF® Richard Ohlrich Wendy A Stokan David J. Smolarek, CFP®, CMFC® Financial Consultant (248) 689-2995 (248) 498-4816 email@example.com David Smolarek is a CERTIFIED FINANCIAL PLANNER™ professional and a financial consultant at the Wealth Planning Services, Inc. with more than 34 years of financial services experience. 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.David obtained his CFP® certification upon completing an advanced college level course of study. He is also a Chartered Mutual Fund Counselor SM (CMFC®), having obtained the industry’s only recognized mutual fund designation upon completion of the CMFC® Program administered through The College for Financial Planning®. He holds his Series 6, 7 and 63 with LPL Financial and his state Life & Health Insurance license.David and his wife, Betty, have three grown children: Rachel, Rebecca, and Jacob. He enjoys racquetball, golf, and fishing.CFP® Certification: The Standard of ExcellenceOnly a select group of planners have met the rigorous education, examination, experience and ethics requirements (set forth by the Certified Financial Planner Board of Standards) necessary to call themselves CERTIFIED FINANCIAL PLANNER™ professionals. CFP® certification is a symbol of David J. Smolarek’s knowledge and credibility among his peers; and indicates his status as a qualified, trustworthy financial planner. Wendy A Stokan Client Service Specialist (248) 689-2995 (248) 498-4816 firstname.lastname@example.org Wendy Stokan brings more than 19 years of experience in the financial services industry with a strong background in insurance and investment services support, client service, account servicing, and new business facilitation. She began her financial services career in 2001, working for a local Northwestern Mutual Financial Network branch office where she served as an executive assistant, office manager, and new business coordinator/expeditor before joining Wealth Planning Services, Inc. in 2012 as a client service specialist and business expeditor.Wendy works closely with the firm’s clients, advisors, and associates to facilitate the opening of new accounts, setting up and maintaining client files, processing transfers and check deposits, and preparing for client reviews. She also maintains the firm’s sophisticated online calendar and customer relationship management (CRM) technology.Wendy graduated with a BBA from Saginaw Valley State University in 2001 where she majored in Business Management with a minor in Finance. She lives in Rochester Hills, MI with her husband Richard and her two kids. Guillermo Tenorio Pindter Client Service Specialist (248) 689-2995 (248) 498-4816 email@example.com Guillermo (Gary) Tenorio Pindter joined Wealth Planning Services, Inc. in 2009 and brings more than 24 years of experience in wealth management client servicing, as well as business process management and administration. As a client service specialist, Gary is responsible for a broad array of account servicing needs, including processing trade orders for stocks, mutual funds, bonds, and other investment products; processing account withdrawals, IRA contributions, beneficiary designations, and scheduling appointments for client reviews.Gary received his BS degree in Hospitality Management, Business Administration and Marketing from Baker College in Flint, MI. He lives in Troy, MI with his three daughters, Aiyana Belle, Melia Margarite, and Imani Nicole. He enjoys photography, traveling, hiking, kayaking, biking, swimming, and visiting museums. Gary is a member of the Kensington Community Church-Beyond Divorce Leadership Team. Richard Ohlrich Chief Compliance Officer (248) 498-4823 (248) 498-4816 firstname.lastname@example.org Richard Ohlrich has 25 years of financial services experience with 23 years as a compliance officer. In his consultancy capacity he provides management and oversight of the firm’s compliance and operational systems. As the Chief Compliance Officer (CCO) for the Center for Wealth Planning Services. Richard supervises and monitors the activities of the firm’s financial advisors to ensure compliance with the firm’s Code of Ethics.Richard is an Investment Advisor Representative and holds his Series 6, 7, 24, 53, 63 and 66 securities registration with LPL Financial and state Life, Health & Variable Contracts Insurance licenses. He obtained his BS degree in Economics from Florida State University in 1989. Jackie Brundage Office Manager (248) 498-4819 (248) 498-4816 email@example.com Jackie joined the Center for Wealth Planning Advisors, Inc. in 2005 and brings more than 14 years of financial services industry experience to her role as office manager. She provides administrative and advisor support services and operational oversight, helping to ensure a consistently superior experience for the firm’s clients, associates, and team members. Her personal philosophy centers on making a positive impact each day in the support of the ongoing growth and success of the firm and its clients.Jackie earned a BA degree in Religious Education from William Tyndale College. She and her husband are empty nesters and have two grown children. Jackie enjoys spending time with her family as well as entertaining, home improvement projects, gardening, and helping others. She’s active in a number of programs associated with her church and throughout the community, including organizations focused on collecting and distributing food and clothing to those in need, improving local parks, and sponsoring park events. Jake Smolarek, AIF® Client Service Specialist 248-689-2995 248-498-4816 firstname.lastname@example.org Jake Smolarek AIF® joined Wealth Planning Services Inc in 2021, bringing with him3 years of experience as a registered client service associate at Wells Fargo Advisors.In addition to his SIE, series 7, and series 66 held with LPL Financial, he has earned the Accredited InvestmentFiduciary® Designation. Attainment of the AIF Designation demonstratesunderstanding of the Prudent Practices® and methodology.In addition to his career in finance, Jake served for 6 years as an US Army Sniper in the Michigan National Guard.Jake earned his Bachelor of Arts degree in Finance from Michigan State University’s Eli Broad College ofBusiness.Jake has a passion for fitness, being an avid CrossFit athlete. While not working out, he spends time with friendsand family.