Mac Kenzie Seibel

Advisor at Edward Jones

Credentials

Series 66

Edward Jones logo

Firm

Edward Jones

Location

Mount Clemens, MI 48043

Expertise

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k)

Demographic focus

Women Professionals

Work history

Edward Jones

2024 - Present (2 years)

Anchor Bay Band Boosters

2022 - Present (4 years)

Central Michigan University

2019 - 2019 (1 year)

Edward Jones

2019 - 2024 (5 years)

Unemployed

2014 - 2019 (5 years)

Chippewa Valley Band Boosters

2014 - Present (12 years)

John B

CFP®, CPA

Oakland Twp, MI

J Robert Bergmann Advisors, LLC

Trust, relationships, and work ethic. Three core values I take very seriously when serving you and your family. Working with me, you can expect honesty, good judgement, and strong character. Reliable and responsive to your financial needs, I place your interests ahead of my own and strive to always be a positive, empathetic, and collaborative partner. Disciplined and organized, with a sense of curiosity, my goal is to achieve results that will help and support the wellbeing of your family. With more than 30 years of financial and business experience, my hope is to share the knowledge, experience, and a little wisdom developed over that time to help you achieve your next goals in life.

Business ownership considerations Tax strategies for small businesses Business succession planning General estate planning guidance Gen X (Born 1965-1980)

David D

CFP®, AAMS®

Royal Oak, MI

Deller Wealth Management LLC

David manages the finances for a group of families and business owners in Oakland County, Michigan. His expertise includes investment advisement, risk management, education planning, longevity planning, social security planning, estate planning, tax consultations, life insurance, charitable giving, and Medicare resources. He prioritizes meaningful personal relationships and provides honest advice. David attended Central Michigan University where he earned his Bachelor’s degree majoring in Personal Financial Planning. After graduation, he gained experience working as a financial advisor for two Fortune 500 firms over seven years before opening his independent practice, Deller Wealth Management, in 2018. Clients deserve personalized solutions from professionals they know and trust. David’s focus is getting to know you and your family financially in order to understand your goals. He provides a tailored approach to best meet your financial objectives. David is dedicated to providing the latest technology and resources to his clients in an endeavor to create an ideal client experience. “How can I help? It’s a simple but powerful question. I’d love to hear your story, learn who you are and how I can help.”

Charitable giving & philanthropy Wealth management ESG / Sustainable investing

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

Women Professionals Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)

Kimberley G

Series 63, Series 65, Series 66

Ira, MI

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Daniel H

Series 63, Series 66

Shelby Township, MI

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management

Agostino T

CFP®, Series 63

Macomb, MI

Edward Jones

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