Advisors at this firm
Autumn S
CFP®, Series 66
Traverse City, MI
hemming& Wealth Management, Inc.
Autumn Soltysiak is a CFP® and holds a Series 66 license, with 22 years of industry experience. She has been with hemming& Wealth Management, Inc. since 2019 and previously worked at SAGEPOINT FINANCIAL from 2015 to 2019. Outside of advisory work, Autumn is involved in insurance sales. hemming& Wealth Management is a team-based SEC-registered advisor with four advisors managing approximately $253 million for individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm provides discretionary investment management, financial planning, and retirement plan advisory services, using a fundamental analysis-driven investment approach and offering formal performance reporting to clients and plan sponsors.
Tanelle B
Series 65
Traverse City, MI
hemming& Wealth Management, Inc.
Tanelle Budd is a financial advisor at hemming& Wealth Management, Inc. with two years of industry experience. Prior to joining hemming&, she worked for six years at Edward Jones. Outside of her advisory role, she serves as a clerk for Cleveland Township in Cedar, Michigan. hemming& Wealth Management is a team-based SEC-registered firm with four advisors managing approximately $253 million. The firm provides discretionary investment management, financial planning, and retirement plan advisory services for individuals, families, trusts, charitable organizations, businesses, and retirement plans, employing a fundamental analysis approach and a mix of internal and external management resources.
Jena P
Series 65
Traverse City, MI
hemming& Wealth Management, Inc.
Jena Posey is a financial advisor at hemming& Wealth Management, Inc. in Traverse City, MI, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Wealth Reimagined Group and Homewise Works, among others. hemming& Wealth Management is a team-based SEC-registered advisor managing approximately $253 million for individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs a fundamental analysis approach to portfolio construction using a mix of ETFs, mutual funds, equities, and fixed income, and distinguishes itself by disclosing performance results and providing formal reports to clients and plan sponsors.
Dawn H
Series 63, Series 65
Traverse City, MI
hemming& Wealth Management, Inc.
Dawn Hemming is a financial advisor with hemming& Wealth Management, Inc. in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at SagePoint Financial, Inc. for ten years before joining her current firm in 2019. Hemming is an owner and agent of an insurance business specializing in long-term care and life insurance and serves on the board of a privately held solar engineering firm. hemming& Wealth Management is a team-based SEC-registered advisor managing approximately $253 million for individuals, high-net-worth clients, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, emphasizing fundamental analysis and portfolio construction with a generally long-term investment approach.