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 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.  He has his Series 7 and Series 66 with LPL Financial and, additionally, he holds his Life and Health Insurance Licenses.

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 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. Jake and his wife Natalie have a beautiful, black, one-eyed 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 brings dedication and heart to every client relationship. With 24 years of specialized expertise in new business facilitation and client services, she is a pragmatic problem solver who ensures transitions are seamless and stress-free. From opening new accounts to coordinating with advisors and outside institutions, Wendy manages every detail with precision. Routine account maintenance? She has it handled.

Her philosophy centers on building lasting connections. By working closely with clients, Wendy ensures their needs are met with diligence and care—always treating them as part of the family.

Beyond the office, Wendy and her husband, Richard, cherish spring afternoons at the ballpark cheering on their son’s collegiate baseball games. In May 2023, their daughter and son-in-law welcomed a baby boy, making Wendy and Richard proud grandparents. The joy of their grandson, along with the playful energy of her beloved grand-pups, enriches family life. When not surrounded by loved ones, Wendy finds peace in hiking, tending her vegetable & flower garden, and savoring quiet moments of reflection.

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. Gary is also the proud 1^st Place winner of the first Mustache Competition in Leonard, Michigan in 2023.

With over 13 years of experience working for some of the industry giants, Rachel came home to work for the family practice in 2022. As a licensed financial professional, she’s uniquely positioned to direct WPS, Inc’s operations skillfully, adding value every step along the way.

Her role spans marketing, HR support, and office operations, ensuring that both our team and our clients receive seamless, professional service.

Rachel and her husband, Anthony, are proud parents to two young sons who keep life joyful and full of energy.  WPS, Inc. is already excited to recruit them! 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. Rachel strives to blend professionalism with empathy, creating environments where people feel supported, valued, and inspired.