Financial Professionals

About:

Malik Amine is a financial consultant who has been interested in the industry since his youth watching his father Mike amine achieve multiple levels of success in the industry.  In 2017, Malik decided after finishing with his wrestling career at the University of Michigan, he wanted to follow his father's footsteps at Wealth Strategies Financial Group.  As a former college athlete, Malik understands the value of relationships and team work and holds those to the highest standards in his practice.  Through teamwork, Malik and his clients can problem solve and ultimately design a process to help them achieve their ideal lifestyle and goals. 

Malik specialized in working with business owners and medical professionals.  His focus in medical marketplace is with private practice owners helping them solve their gaps in disability and retirement.   

Malik resides in Ann Arbor Michigan, where he graduated from the University of Michigan. Malik was a 4-year letter winner and 2x NCAA qualifier for the University of Michigan wrestling team from 2014-2019, and recently retired from wrestling after trying to qualify for 2020 Tokyo Olympics.

Education:

University of Michigan: BA: Sales and Entrepreneurship

FINRA: 7, 63, 65

Insurance: Life, Accident and Health

Hobbies:

Outside of wrestling, his interests include traveling, soccer, golf, Detroit sports teams (especially the Lions), and fitness.

Community: 

When Malik is not working to serve his clients, he serves his community through coaching and helping young wrestlers and athletes across the globe. He also volunteers as a Big Ten Network broadcaster for the sport of wrestling.

_{Registered Branch Phone #248-509-0709}

About

• Committed to making it clear and easy for clients to invest comfortably
• Focused on helping individuals and families prepare for financial independence
• Extensive planning and investment experience with emphasis on providing exceptional customer service
• Renders professional and objective investment advice to clients

Experience

Working as a Financial Advisor and Investment Advisor Representative at Wealth Strategies Financial Group, Michelle is passionate about helping individuals obtain success through investing for their unique individual situation.  She has over 19 years of experience in working with high net worth individuals and makes it painless for clients to set up a strategy for retirement that works for them.  Michelle’s background includes owning and operating a franchise in Alaska while working and living in Michigan. This experience has helped Michelle coach business owners to become more successful financially.  She enjoys coaching clients that are wanting to start their own business or purchase a franchise. 

Education

Series 7, Series 63, Series 65 and CRPC® Designation, Bachelor’s of Science from MSU

Family

Michelle lives in Laingsburg with her husband Jeff and their two children.  Jeff is a teacher at New Lothrop High School and the Varsity Wrestling Coach. 

_{Registered branch phone #248-509-0709}

Jacob is a graduate of the University of Michigan where he earned a Bachelor of Literature, Science and the Arts with a major in Economics.  He was also a member of the University of Michigan Men’s Hockey Team and an Academic All-Big Ten Honoree.

As a lifelong athlete, Jacob possesses a unique skill set that allows him to effectively manage the high-level demands of the financial industry with the same dedication, diligence, and perseverance that he exhibited at the rink. His competitive spirit drives his unwavering commitment to delivering the best results. His clients can trust that he will go the extra mile to help them reach their financial goals.

Outside of his professional life, Jake is a true Michigander—he loves all University of Michigan and Detroit sports and spends his summers out on the lakes of Northern Michigan!

Registered Branch phone number: 248-509-0709.

About:

My goal is to provide families and business owners with assistance in building their financial freedom through a comprehensive approach to wealth management. I have accumulated over 29 years of experience, knowledge, and skills within the financial services industry in order to assist my clients in meeting their financial objectives.  The ultimate compliment would be to serve as a lifetime resource for each and every client.

Education:

Bachelor of Finance Michigan State University

Life/Health Insurance Licenses

FINRA  7, 65 Registrations

ChFC®, CLU®

Community:

Michigan State University Alumni Association

Bloomfield Hills Marian Athletic Club

_{Registered Branch phone #248-509-0709}

About:

My focus is on delivering quality solutions and services to individuals, businesses, and family offices. With over 12 years of experience in the financial services field, I aim to provide holistic solutions to help clients grow, protect, and distribute their assets in a tax efficient manner.

Education:

Registrations: FINRA Series 6, 63, 7

Insurance Licenses: Life, Accident and Health, Variable Annuities

Community:

Kensington Church Usher

Faith Works Ministries aids widows and needy families with home repairs

City of Detroit Homeless weekend barbeque

_{Registered Branch Phone #248-509-0709}

About

Terry believes that true fulfillment for financial professionals is knowing that you’ve made an impact on someone’s life and that you may have put them in a better position.  He is a firm believer of the mantra: you can only hope for the best and prepare for the worst. When you sit down with Terry, he aims to understand your unique situation and hopefully remove some of the burden that life may throw at you. In the office, Terry’s decades of experience make him a valuable resource for other financial professionals to draw from.

Education:

St. Mary’s College, B.A.

Licenses: Life, Accident and Health, Variable Annuities

Registrations: FINRA - Series 6, 7, 63 & 65

_{Registered Branch Phone #248-509-0709} 

About

Fabian Newland has been in the financial industry for over 14 years, creating protection vehicles for families and businesses for over a decade. Fabian’s area of expertise is small business market, Executive Bonus structuring, and tax-advantaged retirement strategies for families and businesses.  Fabian helps his clients take control of their lives and provides opportunities where a client can retire on their terms. 

As an alum of the University of Michigan, Fabian loves to give back to the school.  He is as a member of the University of Michigan Club of Greater Detroit Board of Governors.  In this role, Fabian helps to raise funds for University of Michigan students and athletes.

Fabian grew up in the Wyoming Michigan area and now resides in Bloomfield Hills, MI. 

Education

University of Michigan B.A.

FINRA: 6/63

Life, Accident and Health, Variable product

Hobbies

Martial Arts, Michigan Athletics, Spending quality time with family.

Motto:

Be better today than you were yesterday. Be better tomorrow than you were today.

_{Registered branch phone #248-509-0709}

About

With over 15 years of experience in the retirement marketplace, Jon has extensive knowledge of retirement plans/pensions and knows how to navigate the accumulation and distribution phases. Jon also networks closely with a team of Industry Professionals that may provide tax, legal, and estate planning guidance.

Education

Michigan State University, BA Accounting

FINRA: Series 7,66,63, SIE

Hobbies

Jon enjoys sports and watching the Detroit sports teams.  He also enjoys traveling Up North and to warmer climates in the winter time.

Community

Volunteers for the Centerline Public Schools Education Foundation

Member of the Michigan State University Spartan S Club

_{Registered Branch phone #248-509-0709}

About

Casey Quinn truly enjoys helping individuals and creating strategies.  A career in the financial services industry fulfills both purposes.    Casey works with group plans, small businesses, and individuals offering pension advice and developing strategies for financial security for over 15 years.  Casey understands that the financial industry is constantly changing, and the importance of having someone you trust to guide and assist you.  

Education

Oakland University – Bachelor of Science in Management Information Systems

FINRA Registrations – Series 7, 66

Life, Accident & Health, Variable Annuities

Community

Casey is involved with Children’s Athletics, having been a coach in the past and contributes to organizations that provide food and clothing to the less fortunate.

_{Registered branch phone #248-509-0709}

About

Kenneth is a financial advisor who graduated from Oakland University where he studied Business Finance.  Kenneth is a native of Detroit, Michigan.  Growing up, Kenneth always had a desire to help others understand money and how their financial decisions have a significant impact on the lifestyle they desire. Creating strong financial strategies enables Kenneth to fulfill his desire to help others achieve their goals and live out their dreams. With effective relationship building and proactive engagement, he is able to understand his client’s financial goals, and help them accomplish those goals and live out their dreams. 

Education

Oakland University – BS Business Finance

FINRA: SIE, 7,66

Licensing: Life, Health & Accident, Variable Contracts

Community

Proud member of Kappa Alpha Psi Fraternity Inc

Hobbies

Reading, Playing Basketball, and Exercising

_{Registered branch phone #248-509-0709}

About

Having been in the financial services industry for over 8 years, Ross specializes in assisting families, those in the medical profession, business owners, and corporate executives. Ross understands as well as assists in optimizing their financial situations.

Education

Licenses: Life/Health/Accident/Variable Annuities

FINRA Registrations: 7 and 66

Community

Ross was raised in Wisconsin, finishing his bachelor’s degree at the University of Stevens Point. He enjoys spending time outdoors, woodworking and golfing. Ross also stays involved in his community by coaching youth wrestling and football.

_{Registered Branch Phone #248-509-0709}