Our Team

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Justin helps successful families and business owners make confident financial decisions by bringing clarity to the complexities that often accompany significant wealth.

As a CERTIFIED FINANCIAL PLANNER^® professional, Justin works with executives, business owners, retirees, and affluent families to coordinate investment strategy, retirement planning, tax planning, and wealth transfer considerations into one cohesive approach.

His clients are often navigating important life transitions and financial decisions—from retirement and business succession to executive compensation, Social Security decisions, Medicare planning, and creating sustainable income strategies. Justin's role is to create a plan for those decisions to support a broader financial strategy rather than becoming isolated choices with unintended consequences.

Known for his ability to simplify complex topics, Justin helps clients understand not only what decisions are available to them, but why those decisions matter and how they impact their long-term goals. His planning philosophy centers on education, clarity, and helping clients move forward with confidence.

The CFP^® certification represents a commitment to rigorous professional standards and comprehensive financial planning. Through extensive education, examination, and ongoing ethical requirements, Justin is equipped to help clients address the many interconnected aspects of their financial lives, including retirement planning, investment management, tax-efficient strategies, estate planning considerations, and risk management.

Justin's planning philosophy aligns with the firm's mission:

We bring clarity and control to complex financial decisions by orchestrating your investments, tax strategy, and long-term planning into one cohesive strategy because successful families shouldn't have to rely on disconnected advice.

Through proactive planning and ongoing coordination, Justin helps clients focus less on financial uncertainty and more on the people, experiences, and opportunities that matter most.

Outside the office, Justin enjoys spending time with his wife, Corinne, and their family. Having personally experienced the financial and emotional challenges that can accompany unexpected life events, he brings both professional expertise and personal perspective to the relationships he builds with clients. He also enjoys traveling, spending time at Higgins Lake, and supporting his children's athletic pursuits. 

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Rob helps successful families and business owners make confident financial decisions by coordinating the areas of their financial lives that are too often managed separately.

As a Certified Private Wealth Advisor^® (CPWA^®), Rob works with business owners, executives, retirees, and affluent families to orchestrate investment strategy, tax planning, retirement planning, and wealth transfer strategies into a cohesive approach.

His clients are often navigating significant financial decisions—from retirement and business succession to stock compensation, tax-efficient wealth accumulation, charitable planning, and multi-generational wealth transfer. Rob's role is to evaluate those decisions within the context of a broader strategy rather than in isolation.

The CPWA^® designation is an advanced credential focused on the complex planning needs of affluent families, including tax mitigation, executive compensation, estate planning, asset protection, and legacy planning. This specialized training allows Rob to help clients address the unique challenges that often accompany significant wealth.

Rob's planning philosophy is simple:

We bring clarity and control to complex financial decisions by orchestrating your investments, tax strategy, and long-term planning into one cohesive strategy because successful families shouldn't have to rely on disconnected advice.

Through proactive planning and ongoing coordination, Rob helps clients focus less on financial complexity and more on the people, causes, and opportunities that matter most to them.

Today, Rob serves hundreds of client families and works closely with individuals, business owners, executives, and retirees who want more than investment management alone. His approach emphasizes long-term relationships, thoughtful planning, and comprehensive coordination across every aspect of a client's financial life.

Outside the office, Rob enjoys spending time with his wife and children, serving in his Lord and Savior, golfing, racquetball, and exploring new destinations with his family.

Jeff helps successful families navigate life's most important financial decisions through thoughtful planning, disciplined investment management, and decades of experience guiding clients through changing markets, economic environments, and life transitions.

As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant^® (ChFC^®), Jeff works closely with retirees, pre-retirees, and affluent families seeking clarity around retirement, income planning, wealth preservation, and legacy planning.

With more than three decades of experience serving clients, Jeff understands that successful financial planning is about far more than investment performance. It requires understanding what matters most to a family and planning for financial decisions to support those goals over time. Whether clients are preparing for retirement, navigating a major life transition, or planning for future generations, Jeff provides the guidance and perspective needed to move forward with confidence.

Jeff believes some of the most important financial decisions families make occur during life's transitions. His role is to help clients evaluate those decisions thoughtfully and ensure they fit within a broader long-term strategy.

His planning philosophy aligns with the firm's mission:

We bring clarity and control to complex financial decisions by orchestrating your investments, tax strategy, and long-term planning into one cohesive strategy because successful families shouldn't have to rely on disconnected advice.

Clients appreciate Jeff's steady, relationship-focused approach and his commitment to helping them make informed decisions through every stage of life. His goal is to simplify complexity, provide thoughtful guidance, and help clients focus on enjoying the life they've worked hard to build.

Jeff and his wife, Michele, divide their time between Frankenmuth and Detroit and enjoy spending time with their five children and six grandchildren. Outside the office, they enjoy biking, kayaking, traveling, and following the Detroit Tigers.

Sarah is a Tax Strategist and Enrolled Agent who helps individuals and families navigate the complexities of tax planning and compliance. She is passionate about building lasting client relationships and empowering clients to make informed decisions that support their long-term financial well-being. Her experience includes tax planning, tax return preparation, client education, and representation before the IRS. She has worked with individual, business, trust, and estate tax returns and enjoys showing clients how proactive tax strategies can complement their broader financial plans.

Before joining CWM, Sarah held several tax-focused positions, including Tax Planning Specialist, Master Tax Advisor, and Senior Tax Analyst. Throughout her career, she has earned a reputation for clear communication, exceptional client service, and thoughtful guidance through complex tax matters.

Sarah was drawn to CWM's commitment to exceptional client service, meaningful relationships, and a collaborative culture. She values the opportunity to work alongside professionals who share her dedication to helping clients pursue lasting financial success.

One of Sarah's most unique life experiences is having lived abroad for more than two decades. She spent 16 years in Scotland, four years in Italy, and one year in London. Those experiences broadened her perspective, strengthened her adaptability, and fostered a deep appreciation for different cultures and ways of life. Among the places she has called home, Lecce, Italy remains her favorite for its rich history, welcoming atmosphere, and exceptional cuisine.

Outside of work, Sarah enjoys spending time with her husband and six children, making music, exploring new places, and learning about different cultures. She values opportunities to experience new perspectives and build meaningful connections, and she approaches both life and her work with integrity, a spirit of service, and a commitment to continuous growth.

Morgan works closely with the advisory team to help successful families make informed financial decisions and implement coordinated wealth management strategies.

As a Financial Services Associate, Morgan supports the planning process by working alongside our advisors to help clients evaluate opportunities, organize financial information, and implement recommendations across investment management, retirement planning, and tax-efficient wealth strategies. He is committed to helping clients gain clarity and confidence as they work toward their financial goals.

Morgan believes the best financial decisions are made when investments, tax considerations, and long-term planning work together. By partnering closely with advisors and clients, he helps ensure recommendations are implemented thoughtfully and aligned with each family's broader financial objectives.

His work supports the firm's mission:

We bring clarity and control to complex financial decisions by orchestrating your investments, tax strategy, and long-term planning into one cohesive strategy because successful families shouldn't have to rely on disconnected advice.

Morgan is passionate about building meaningful relationships and working with our advisors to help clients navigate important financial decisions with confidence. He enjoys working alongside the firm's advisors to deliver a proactive and coordinated planning experience.

Outside the office, Morgan enjoys spending time with family and friends, staying active, and pursuing personal and professional growth.

As a licensed member of the CWM Private Wealth team, Allison plays a key role in helping clients implement and navigate the financial strategies developed through the planning process.

Working closely with both clients and advisors, Allison helps coordinate account activity, onboarding, service requests, and ongoing planning initiatives to create a seamless client experience. Her combination of industry knowledge, attention to detail, and commitment to client service allows her to serve as a resource for clients throughout their relationship with the firm.

Allison understands that successful wealth management requires more than sound advice—it requires thoughtful execution and consistent communication. She takes pride in working with our advisors so clients feel informed, supported, and confident as important financial decisions are implemented.

Her commitment to proactive service and relationship management reflects the firm's mission of bringing clarity and control to complex financial decisions through coordinated planning and execution.

Outside the office, Allison enjoys spending time with family and friends and values the relationships she builds both personally and professionally.

Nerrissa is dedicated to creating an exceptional experience for every client who works with CWM Private Wealth.

As a Client Relationship Manager, she works closely with clients and advisors to coordinate meetings, manage client requests, and ensure every aspect of the service experience is handled with professionalism, care, and attention to detail.

Known for her responsiveness and friendly approach, Nerrissa helps clients feel welcomed, informed, and supported throughout every stage of their relationship with the firm. She understands that financial planning is about more than numbers—it is about helping people gain confidence and peace of mind as they pursue their goals.

Nerrissa takes pride in building lasting relationships and helping ensure that every client interaction reflects the high level of service and personal attention that defines CWM Private Wealth.

Outside the office, Nerrissa enjoys spending time with family and friends and being actively involved in her community.