WM PLUS - Key Persons
Kelly is a Financial Advisor at Wealth Management Plus
Kelly was born and raised in the service industry. She started working at a young age in her family's restaurants. In 2002, after having her first son, she began working for a prominent estate planning attorney and found her passion for estate and financial planning. For the next several years she moved from the estate planning firm she was working with to a full practice law firm where she learned many aspects of family, civil, and criminal law. In 2014, Kelly joined a boutique wealth management firm and quickly obtained her financial industry licensing while assisting the senior advisors of the firm.
In 2021, Kelly joined Wealth Management Plus as part of a strategic acquisition on behalf of WM-Plus. Kelly has a commitment to working directly with her clients and helping them define their goals and plans for the present and the future.
Kelly is married with two boys and enjoys traveling, reading, and playing cards, when she is not at one of her sons' sporting events!
Mark is co-founder and Managing Partner at Wealth Management Plus
Mark is responsible for the operational and business development activities at the firm. Mark enjoys recruiting new and experienced financial professionals to the firm. Also, he helps retiring advisors transition their businesses and client relationships. As an advisor to individuals, Mark seeks alternatives to traditional investments. He adds unique value to prospective clients, strategic partners, and associates of the firm by advising on mergers, acquisitions, private equity, and succession plans.
Mark obtained his Certified Financial Planner designation and an Executive MBA degree from the University of Chicago. Over the course of his 20+ years in the financial industry, he has serviced clients, grown a large regional territory for a major financial institution, and, most recently, established WM-Plus as a boutique independent wealth management firm with a national footprint.
Mark lives in metropolitan Detroit with his wife and three children. He enjoys the outdoors, with biking, hunting, fishing, and downhill skiing among his favorite activities.
Job Titles:
- Client Relationship Manager
Tracy is a Client Relationship Manager at Wealth Management Plus
The evolution of Tracy's career in the financial services industry began with her very first job at a financial firm when she was just 16. After becoming a full-fledged financial consultant in 1996, she loyally remained at that firm until it was acquired by WM-Plus in February 2021. Tracy's insurance industry experience and knowledge lend nicely to the Financial Planning approach at WM-Plus.
Tracy is a masterful communicator who is dedicated to our clients. Whether speaking to or meeting with our clients, she gives them her undivided attention. Tracy is committed to providing the best service possible.
In addition to surrounding herself with positive people, Tracy loves spending time with her children, kayaking, and when time permits, traveling to sunny destinations.