Andrew Wolschleger

Advisor at Edward Jones

Credentials

Series 66

Edward Jones logo

Firm

Edward Jones

Location

Howell, MI 63131

Expertise

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Business Financial Management

Occupation focus

Engineering Professional

Work history

Edward Jones

2022 - Present (4 years)

Noordyk Business Equipment

2021 - 2022 (1 year)

Cannonsburg ski area

2020 - 2021 (1 year)

Amazon

2020 - 2020 (1 year)

Full time student Grand Valley State University

2019 - 2020 (1 year)

Edward Jones

2019 - 2021 (2 years)

Full time student Grand Valley State University

2018 - 2019 (1 year)

Full time student Grand Valley State University

2017 - 2018 (1 year)

Full time student Grand Valley State University

2016 - 2017 (1 year)

Munro Landscaping

2016 - 2018 (2 years)

Urbans Partition and Remodling

2016 - 2017 (1 year)

Alekos

2015 - 2016 (1 year)

High School Student South Lyon East High School

2012 - 2016 (4 years)

Brandon J

CFP®

Brighton, MI

BRJ Wealth Management

I am a CFP® professional and the founder of BRJ Wealth Management. I specialize in helping busy individuals and families build, manage, and preserve wealth through tax efficient wealth planning and investment management strategies. With over a decade of experience, I have developed and refined a process designed to help people achieve financial freedom so they can enjoy what matters most. Before founding BRJ Wealth Management in 2022, I helped start what became a top 5% producing advisory practice at LPL Financial among over 19,000 financial advisors nationwide. I was responsible for creating holistic strategies to meet the goals of over 200 individuals and families. I also led the investment management team where we oversaw $160 million assets under management of client portfolios. Outside of crafting financial plans, my greatest joy comes from spending time with my wonderful family. My wife, Kelli, is a dedicated elementary school teacher right here in Brighton. We've been happily married since 2016 and are kept wonderfully busy by our two daughters, Kaia (3.5) and Brecklyn (1.5). Their adorable "frenemy" dynamic provides endless entertainment! After a decade away, we're thrilled to be back in Michigan and have settled into our new home in Brighton. We're actively unpacking and eagerly reconnecting with family and friends, excited to become an integral part of the Brighton community. When I have a moment to myself, I love being outdoors – whether it's exploring local parks with the girls, playing sports, or enjoying time on the water. Even in the Michigan winters, I continue my lifelong passion for ice hockey, playing weekly in a league. You can schedule a complimentary introduction call at https://calendly.com/brjwealth/initial-strategy-call

General retirement planning Retirement income strategy Social Security optimization General tax planning Baby Boomers (Born 1946-1964)

Julie Q

CFP®

Howell, MI

Cultivate Financial Wellness, LLC

Julie Quick, CFP®, BFA™, CDFA® is founder of Cultivate Financial Wellness, a virtual practice where she caters her services to helping women all over the US navigate the financial challenges experienced before, during and after divorce. Working with a wide variety of clients throughout her 25+ year career has taught her that financial planning is about much more than numbers—it’s about paying attention to the values, emotions and life experiences of each individual person. Women, in particular, face unique financial challenges. These may include the long-term effects of the gender wage gap, time out of the workforce to care for family members, and longer life expectancies - all of which can be compounded by a divorce. Julie harnesses her personal and professional experience to help women move from feelings of uncertainty and insecurity to financial empowerment. Julie lives in Howell, Michigan, with her firefighter husband, Jeff, and their dog, Luger. When she isn’t working she enjoys all things fitness, traveling and working on home-improvement projects.

Divorced Women Divorced

John C

Series 66

Brighton, MI

Edward Jones

Kate V

Series 66

Hartland, MI

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance

Derek L

CFP®, Series 66

Brighton, MI

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner

Maureen E

CFP®, Series 63, Series 66

Brighton, MI

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Business ownership considerations General estate planning guidance

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