Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Charitable Giving
  • Insurance
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Investments

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™
  • CMFC™ Chartered Mutual Fund Counselor™
  • AWMA℠ Accredited Wealth Management Advisor™
  • CRPS™ Chartered Retirement Plans Specialist™
  • MPAS™ Master Planner Advanced Studies™

Education

  • Master of Science, Personal Financial Planning, College for Financial Planning, Centennial, Colorado
  • Bachelor of Science, Interdisciplinary Studies, Liberty University, Lynchburg, Virginia

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2019, 2021 - 2023
  • Ameriprise Ultimate Digital Excellence Award, 2021 - 2022

Community participation

Wayne is involved in the community and currently serves as a Board member of the Michigan Council Of Deliberation Scholarship Foundation since 1998. He is also serves on the Board of the National Business League. Wayne is also a Board member of the United Supreme Council Benevolent foundation. He is a supporter of Michigan Sings mission to support quality vocal music programming in grades 7-12 and advocate for the importance of retaining vocal music in the public schools.