David is a CERTIFIED FINANCIAL PLANNER™ professional and a financial consultant at the 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?

CFP® Certification: The Standard of Excellence

Only 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 financial planner.

Jake holds the Accredited Investment Fiduciary® Designation. Attainment of the AIF® Designation demonstrates understanding of the Prudent Practices® and methodology. Additionally, he holds his SIE, Series 7, and Series 66 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, allegiance, 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.

Wendy is passionate about making clients’ transitions to working with us a breeze! A no-nonsense problem-solver, Wendy brings nearly 22 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 and also enjoy babysitting their grand-pups (well Wendy does) from their daughter and son-in-law.  Wendy also enjoys hiking, gardening, and just spending quality time with her family.

Guillermo "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.

With over 13 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 - from both a client services perspective and an advising perspective, 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.