Liam is a Paraplanner at A New Path Financial in Ann Arbor, MI. He graduated with a degree in Finance from Loras College in Dubuque, IA, and has recently received his SIE and Series 7 Licenses. Right now, Liam is also studying to receive his CFP designation at Oakland University. As a Paraplanner he works frequently with eMoney Financial Planning Software to help clients have access to their financial portfolio.

Linkedin: https://www.linkedin.com/in/liam-pommerich-abb504178/

Company Website: https://www.anewpathfinancial.com/

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: [email protected]

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Dalal is the CEO and founding partner at Salomon & Ludwin, LLC in Richmond, VA. She was inducted into the Richmond Business Hall of Fame in 2018 and was ranked #20 on Barron’s 2017 top 100 women financial advisors in the US. Dalal is a Michigan State University Alumni and has worked at several companies including Wells Fargo Advisors. She has climbed the ranks and grown her business receiving several honors and awards along the way.

Company Website: salomonludwin.com  

Linkedin: linkedin.com/in/dalalsalomon

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: [email protected]

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Joe is the Founder and CEO of Vade Nutrition in Wixom, MI where he has turned his business into one of the fastest growing nutrition supplement companies in the world since 2016. He is a successful Entrepreneur who has appeared on ABC’s Shark Tank and helped his company sell over a million units. Joe is a Michigan State University Alumni graduating in 2016 from the Honors College with a degree in Finance. While Joe was at MSU he held a 4.0 GPA, was the captain on the wrestling team, and received several honors and awards.

Company Website: https://vade-nutrition.com/

Linkedin: https://www.linkedin.com/in/joe-johnson-b57210123/

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: [email protected]

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Anne Marie is a Certified Financial Planner and has been in the Financial Planning business since 2009. She recently opened her own firm called Curated Capital & Planning.

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: [email protected]

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Joe is the Senior Vice President at Equitable Advisors in Troy, MI where he is an advisor and Retirement Planning Specialist. Joe Graduated from Michigan State University in 2009 with a degree in Finance, and has been part of the industry ever since. He also went to University of Pennsylvania and received the Wharton Certificate of Retirement Planning in 2014.

Linked in: linkedin.com/in/josephsarnecky

Email: [email protected]

Company Website: https://greatlakes.equitableadvisors.com/index.htm

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: [email protected]

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Jeffrey Smith is a Michigan State University Alumni who is currently a managing partner at OWL Wealth Advisors in Bloomfield Hills, MI. Jeffrey is a Certified Financial Planner and holds several other licenses and designations. He helped form OWL Wealth Advisors in 2020 and has over 20 years of experience in the Finance and Wealth Management Industry.

Linkedin: linkedin.com/in/jeffrey-j-smith-cfp®-cpwa®-rma®-chfc®-crpc®-4107936

Company Website: owlpwa.com  

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: [email protected]

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Thomas Rimer is a Finance Professor at Michigan State University teaching introductory finance courses to a variety of students. He has a strong background in the finance industry working for multiple firms as an investment analyst and portfolio manager. He currently has a book out called Who Works for You? Let your money work for you! and is soon to release his second book.

LinkedIn: linkedin.com/in/thomas-rimer-692246192

Thomas's book: https://www.amazon.com/Who-Works-your-money-work/dp/B08S2YCJK8

Email: [email protected]

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: [email protected]

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Melissa Joy is a Certified Financial Planner and Founder of Pearl Planning in Dexter, MI. Her Office consists of all Female professionals, working to serve clients in Southeast Michigan and throughout the Country. Pearl Planning helps their clients in multiple aspects including Financial planning, retirement planning, investment management, environmental social governance, and specializing in Divorce Planning.

Linkedin: linkedin.com/in/melissanjoy

Company Website: pearlplan.com 

Pearl Planning Podcast: https://pearlplan.com/category/podcast/

Email: [email protected]

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: [email protected]

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Hannah Moore is the Owner and a Principal Financial Planner at Guiding Wealth in Dallas, TX. She is a Certified Financial Planner and Certified Financial Transitions expert and developed a virtual externship for new financial planners in 2020. She graduated from Baylor University with a degree in Financial Services and Planning and Business Management. She has received multiple award designations including most recently 2019 and 2020, named one of Investopedia’s Top 100 Financial Advisors in the nation.

Linkedin: linkedin.com/in/hannahmoorecfp

Company Website: guidingwealth.com 

Blog: guidingwealth.com/blog 

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: [email protected] 

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Bryan Hasling is a partner and financial planner at Lodestar Private Asset Management in Alamo, CA (in the San Francisco Bay Area).  He helps ambitious professionals and successful families reach financial independence. He strategically guides his clients through high-impact areas like retirement planning, tax planning, and equity compensation packages, including stock options and more.

He attended Texas Tech’s Financial Planning program and is a CFP® professional and IRS Enrolled Agent, an advanced designation in taxation.

Most notably, Bryan was named a partner of the firm in 2020.

LinkedIn: https://www.linkedin.com/in/bryanhasling/

Company Website: http://www.lodestarpam.com/

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: [email protected]

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