Rehmann Wealth

Mark Meyers is a financial advisor at Rehmann Wealth with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Plante Moran Insurance Agency and Greenleaf Trust. Rehmann Wealth serves a diverse client base ranging from individuals and families to institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm combines in-house portfolio management with third-party allocations and maintains affiliations with an accounting firm and a broker-dealer.

David Ladomer is a CFP® with six years of industry experience, currently serving as a financial advisor at Rehmann Wealth since 2024. His prior experience includes roles at Ford Estates, LLC and Plante Moran Financial Advisors. Rehmann Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, business succession planning, and retirement-plan advisory services, managing assets through both discretionary and non-discretionary approaches with a focus on diversified portfolios and ongoing supervision.

Colin Lennox is a CFP® with six years of industry experience, currently serving as a financial advisor at Rehmann Wealth since 2024. He previously worked for ten years at Plante Moran Financial Advisors. Outside of his advisory role, Lennox volunteers as a member of the investment committee for the endowment fund at First United Methodist Church Birmingham. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm offers comprehensive investment management and financial planning services, utilizing an in-house investment team alongside third-party managers to construct and monitor diversified portfolios.

Jeffrey Phillips is a CFA® charterholder with 23 years of experience in the financial industry. He has been with Rehmann Financial Network, LLC since 2017 and has worked at Royal Alliance and Rehmann Financial during his career. Phillips serves as a partner at Rehmann, a CPA, consulting, and financial advisory firm, and holds treasurer roles with the Florida Venture Capital Forum and the First Church of God DVA Pathway Church. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, non-profits, small businesses, retirement plans, and institutional clients. The firm provides investment management, financial planning, estate and wealth-transfer planning, business succession planning, and retirement-plan advisory services, utilizing an in-house investment team alongside third-party managers.

William Lazar is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Rehmann Wealth and previously worked at Plante Moran Financial Advisors. Lazar serves as a board member and treasurer for the Youth Sailing Foundation, a nonprofit organization, where he reviews financials and assists with audits. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, business succession planning, and retirement-plan advisory services, utilizing both in-house and third-party investment management resources.

Simon Micakaj is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Rehmann Wealth since 2016. He holds a Series 65 license and is based in Lansing, MI. Outside of his advisory role, Micakaj is a board member and secretary of the Cascades of Stoney Creek Homeowners Association. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services, utilizing both in-house and third-party investment resources.

Nicole Spitzley is a financial advisor at Rehmann Wealth with 16 years of industry experience. She holds a Series 66 designation and has worked at Rehmann Financial Network, LLC since 2013 and Royal Alliance Associates from 2010 to 2017. Spitzley also serves as Chief Compliance Officer at Rehmann Financial Network, LLC. Rehmann Wealth serves individuals, families, trusts, charitable organizations, small businesses, and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs an in-house investment team and allocates to third-party managers, managing over $4 billion in assets across a platform of 36 advisors.

Ronald Knipping is a CFP® professional with over 31 years of experience in financial advising. He has worked at Rehmann Financial Network, LLC since 2017 and has been with Rehmann Financial since 2003, previously spending seven years at Royal Alliance Associates. Knipping is a partner in Rehmann, a CPA, consulting, and financial advisory firm, and serves as treasurer for For The Vets, a nonprofit supporting U.S. veterans. Rehmann Wealth serves a diverse client base, including individuals, families, trusts, nonprofits, and institutional clients, offering investment management, financial planning, estate and wealth transfer planning, and retirement plan advisory services. The firm manages assets using an in-house investment team alongside third-party managers, and its integrated structure includes affiliations with an accounting firm and a broker-dealer.

Derrek Klimek is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at Rehmann Wealth in Grand Rapids, MI. He has worked with Rehmann Financial and its affiliated entities since 2007, including roles at Rehmann Financial Network and Royal Alliance. Outside of financial advising, Klimek prepares tax returns for family and friends during tax season. Rehmann Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, and institutional clients. The firm provides investment management, financial planning, estate and wealth-transfer planning, business succession planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary strategies supported by an in-house investment team and external managers.

Keith Harder is a CFP® professional with 27 years of experience in financial advising. He has been with Rehmann Financial since 2000 and currently works at Rehmann Wealth. He serves on the board of the Rehmann Foundation, providing advice to its finance committee. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services, supported by an in-house investment team and a range of portfolio options.

James Gracik is a financial advisor with Rehmann Wealth in Lansing, MI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with multiple firms, including Royal Alliance Associates and Rehmann Financial Network, and owns Gracik & Gracik, P.C., which provides tax, accounting, audit, and consulting services. Gracik also serves on the board of a local condominium owners association. Rehmann Wealth serves a diverse client base that includes individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm offers comprehensive services such as investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory, employing an in-house investment team alongside third-party managers to construct and monitor portfolios.

Jay Berger is a CFP® and Series 63-registered advisor with 16 years of industry experience. He is a partner and advisor at Independent Wealth Management, LLC and an investment adviser representative with Rehmann Financial. Berger works collaboratively with former partners at Integrated Wealth Management. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, and institutional clients. The firm offers comprehensive investment management and financial planning services, utilizing an in-house investment team alongside third-party managers to construct diversified portfolios.

Tyler Weir is a CFP® professional with three years of experience, currently serving as a financial advisor at Rehmann Wealth. His prior experience includes roles at UHY, Yeo & Yeo, Mitsubishi Electric Automotive America, and Walsh College. Rehmann Wealth serves a diverse client base, including individuals, families, trusts, charities, businesses, and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes an in-house investment team alongside third-party managers to construct diversified portfolios and manages $4.27 billion in assets across a 36-advisor platform.

Jalen Garrett is a CFP® with five years of industry experience, currently serving as a financial advisor at Rehmann Wealth. His prior roles include positions at SGH Wealth Management, CIG Capital Advisors, and Mercer Global Advisors Inc. Garrett is a board trustee member of Mountaintop International Word Ministry, where he volunteers on financial decision-making matters. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm offers comprehensive investment management and financial planning services, utilizing both in-house and third-party managers to build diversified portfolios.

Kristopher Burak is a financial advisor at Rehmann Wealth with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Rehmann Financial Network, LLC since 2017, following prior experience at Royal Alliance Associates. Burak serves on the boards of the Sparrow Hospital Foundation and The Army of Survivors, contributing to fundraising and governance efforts. Rehmann Wealth serves a diverse client base, including individuals, families, trusts, charitable organizations, and institutional clients, providing investment management, financial planning, and retirement-plan advisory services. The firm employs an in-house investment team and utilizes a broad range of investment vehicles, maintaining integrated operational relationships through its affiliation with an accounting firm and broker-dealer.