WOLF ADVISORY SERVICES - Key Persons
Job Titles:
- Senior Client Service Director & Financial Advisor
Amanda started her career in financial planning with Rob in 2015. With an everchanging role, Amanda focuses on process improvement and execution to help create a unique experience that aims to exceed client expectations. Amanda is also responsible for professional development within the firm, equipping financial professionals with the tools they need to succeed in their positions
Job Titles:
- Office Manager & Client Relationship Specialist
Debbie leads the day-to-day operation of the firm, ensuring the firm is running smoothly and efficiently. She leverages more than two decades of administrative and office management experience to focus on delivering outstanding personnel management, leadership and client customer service. Her caring manner allows her to fulfill the needs of both potential and existing clients.
Job Titles:
- President & Senior Wealth Advisor
Job Titles:
- Portfolio Manager
- Senior Advisor
Joe met with a financial advisor for the first time as a 16-year-old student and knew then he wanted to help people be wise with their money. Though there's always joy to be found in the blessings of the present, through our Signet 360 process, we're always shining a light down the road and preparing for the future. Joe takes great pride when he is able to help clients pursue their financial goals. He graduated from Anderson University in Anderson, Indiana and attended the First Church Benton Heights
campus where his wife, Rachel, serves as Worship Director. Joe and Rachel have three boys attending Lakeshore Schools and love living Southwest Michigan, where they prioritize being a positive influence in the community.
Job Titles:
- Marketing Manager, Financial Services Assistant & Tax Preparation
Jonathan joined Wolf Financial in 2022 after attending Western Michigan University for Business. He grew up in Portage, MI and has a passion for the automotive industry and classic cars. Jonathan handles many of the firm's Marketing and Administrative duties inclusive of Tax support.
Job Titles:
- Investment Advisor
- Financial Advisor & Tax Preparation
As a part of Wolf Financial Advisory's comprehensive approach, Michael strives to meet his clients' financial planning, insurance, and tax needs. Michael understands the desire to create a living legacy for his family and looks forward to helping others fulfill that desire for themselves.
Michael and his wife of over 30 years attend the First Church of God in Saint Joseph. They have enjoyed raising their three sons in this community. During his downtime, Michael can be found with his children and their families or traveling with his wife.
As Chief Executive Officer of Wolf Advisory Services, Rob's goal is to provide well thought-out, customized solutions to meet his clients' financial planning needs. He created his firm's proprietary process, Signet 360, to guide clients through life's financial journey. The process is designed to get clients intimately engaged where, together with Rob, their goals and dreams can be clearly defined. We seek to align our company with the common goals of our clients to put us on the same side of the table. Simply stated, our firm does well when we are able to help our clients do well.
In May of 1995, after graduating from Western Michigan University with his bachelor's in finance, Rob started his career in the financial services industry. Along the way Rob experienced the ups and downs of the financial markets and has helped his clients manage the emotional rollercoaster that these markets cause. Time in the industry has provided Rob with perspective that he shares with his clients, reminding them of the big picture and their stated goals, both long- and short-term. He is passionate about his proprietary process, Signet 360, where he takes clients through a time of discovery and illumination regarding their financial goals and dreams. Rob is a financial fiduciary, where he puts forth solutions that are in the best interests of his clients. He serves his clients in the roles of personal financial coach, counselor, and mentor.
Rob is a life-long resident of Southwest Michigan and is married with three daughters.
Job Titles:
- Financial Advisor & Tax Preparation
Sara is the eldest daughter of Robert Wolf and has been studying the art of financial planning for several years under his supervision. Sara has a deep love of learning and thrives when she is able to help people build their financial literacy skills. Sara graduated from Western Michigan University summa cum laude with her bachelor's degree in personal financial planning. She enjoys spending time with her husband, Danny, and her house cat, Louis.