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Our Team

At Executive Wealth Management, we have an experienced, compassionate team that is dedicated to helping our clients reach their current and future financial goals.

Our work of stewardship is considered an honor and guarded privilege.
EWM team members focus on developing and sustaining enduring relationships by providing clients with personal, compassionate service. We believe that true wealth is the value inherent in people.

The EWM Team is passionate about educating and guiding people through their wealth-building journey because building wealth requires a long-term plan with a focused and steady vision for their future. That is why EWM Private Wealth Advisors can say that we are in the business of building, defending, and advancing relationships as we work toward every client’s wealth-building goals.

Meet the EWM Team:

Albert P. Herzog III Photo
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Albert P. Herzog III

CFP®, MBA, ChFC, Founder and Director

Albert P. Herzog III, CFP®, MBA, ChFC

Founder and Director 

Private Wealth Advisor 

Registered Representative - Private Client Services (PCS) 


Since 1981, Bert has been pioneering and developing multidisciplinary wealth management approaches and platforms, including the Protactical™ Investment Process both as an entrepreneur and innovative leader. Bert is the founder of Executive Financial Planning, Executive Wealth Management, Fortunatus Investments, and EWM's 401K GPS.

He has been married for over thirty years to his wife Judy and blessed with three children and one grandson. He plays an active role in his Michigan and Florida communities; volunteering and supporting many charities including The Brighton Rotary, The Red Cross, The American Cancer Society, and Gleaners Food Bank.

Michael R. Chechel, Jr. Photo
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Michael R. Chechel, Jr.

Managing Director, Private Wealth Advisor

Michael R. Chechel, Jr.

Managing Director 

Private Wealth Advisor 

Registered Representative - Private Client Services (PCS) 


Michael R. Chechel, Jr. brings a Wall Street background to Main Street America helping individuals, families and businesses devise and implement investment plans to help secure their financial future. After his tenure on Wall Street, Mr. Chechel moved to Michigan and began serving on Fifth Third Securities investment team. While at Fifth Third Securities he quickly rose to become the top revenue producing wealth advisor and was crowned with the prestigious Fifth Third Top Investment Consultant Award in 2006. In 2007, he joined the Executive Wealth Management team and soon became partner in the firm. Residing in Milford with his wife and three children, Mike enjoys coaching youth sports programs, staying active and spending time with his family and friends. As an active leader in his community his preferred charities are Gleaners Food Bank, The Red Cross and Make a Wish Foundation.


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Adam R. Kulesza

CFP®, MBA, ChFC, CLU, Director & Private Wealth Advisor

Adam R. Kulesza CFP®, MBA, ChFC, CLU

Director
Private Wealth Advisor 
Registered Representative – Private Client Services (PCS)


A member of the Executive Wealth Management since 2005 and eventually becoming partner in 2009. Adam is a consummate professional; his experience combined with researching the ever-changing financial markets, delivers a disciplined approach to wealth management. With his CERTIFIED FINANCIAL PLANNER® professional designation, Adam understands the diverse financial planning needs of high net-worth individuals and families. He is the Co-founder of Fortunatus Investments and EWM's 401K GPS.

Adam is a devoted husband and father. Proud to be born, raised and educated in Michigan, he plays an active role within his community; when not on the court or field as a volunteer coach for his kid’s teams. Adam supports many charities including, The Red Cross, The American Cancer Society, Gleaners Food Bank, The Connection, and LACASA.


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Michael J. Lay

CFP®, Director & Chief Operating Officer

Michael J. Lay, CFP®

Director

Chief Operating Officer


Michael has been a member of Executive Wealth Management since 2006 and earned his CERTIFIED FINANCIAL PLANNER professional designation in 2011.  His breadth of industry experience covers several roles within Executive Wealth Management including managing his own advisory relationships.  In April of 2015, Michael transitioned from Private Wealth Advisor to Chief Operating Officer where he oversees corporate strategy and business development, as well as human capital and day to day operational activities.  His experience as a Private Wealth Advisor gives him the unique ability to help position the company for growth, while always putting client interests first and thoroughly understanding every step of the client experience.  Michael has a passion that aligns with the firm’s core value of community.  Among his duties with EWM, he serves as a voluntary board member for Work Skills Foundation and for the Community Foundation of Livingston County, as well as serves as co-director with his wife, Keri of Engage Community Organization, a faith based organization designed to build up business and community efforts in his hometown of Fenton.

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Kyrstin Ritsema

IACCP®, Chief Compliance Officer

Kyrstin Ritsema, IACCP®

Chief Compliance Officer


Kyrstin joined Executive Wealth Management in November of 2015 after over 10 years with her previous firm, UBS Financial Services. As EWM’s dedicated full-time, Chief Compliance Officer, she is responsible for ensuring that EWM, its affiliates, and all associated persons are complying with regulatory requirements as well as internal policies and procedures. A graduate of Michigan State University, Kyrstin joined UBS in 2005 and proceeded to obtain several industry licenses including the Series 7 General Securities Representative Exam, Series 66 Uniform Combined State Law Exam, Series 9 General Securities Sales Supervisor – Options Module Exam and her Series 10 General Sales Supervisor – General Module Exams. In 2016 Kyrstin completed accreditation to obtain her Investment Advisor Certified Compliance Professional , or IACCP, designation.  Accepting the Chief Compliance Officer role in March of 2016, Kyrstin relies on her industry experience, ongoing continuing education and respected outside consultants to ensure EWM is not only meeting, but exceeding regulatory and internal compliance expectations.

When not perusing the Securities and Exchange Commission website, Kyrstin enjoys her short commute to her Brighton home to spend time with her husband, Nick and their two children. With any time left after family activities and sports, Kyrstin pursues her lifetime passion of equestrian sports in the Hunter/Jumper world. As a previous captain of the Michigan State University Equestrian team (2002), Kyrstin continues to support that organization as well as supporting and promoting events for the American Foundation for Suicide Prevention.


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Susan Busch

Private Wealth Advisor

Susan Busch

Private Wealth Advisor


Susan graduated from the University of Colorado Boulder. As an active mother, she enjoys ski racing with her family. Her husband is a ski coach at Mount Brighton in addition to his day job. With over 24 years in the investment and banking industry, Susan is committed to assisting individuals, families, and organizations by providing personalized financial planning for those in pursuit of their financial goals.


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Kevin Cross

CFP®, Private Wealth Advisor

Kevin Cross

Private Wealth Advisor

Registered Assistant - Private Client Services (PCS)


A graduate of Purdue University with a bachelors degree in Financial Counseling and Planning, Kevin brings over 15 years of industry experience to EWM. The different roles he has served throughout his career have given him valuable exposure to many different sides of the financial services industry including banking, discount brokerage, and wealth management. Kevin can rely on this experience to deliver  service to clients and help them with their financial goals, concerns, and questions. Kevin believes that the client always comes first, and it is his responsibility to be the trusted professional clients can come to with any of their financial questions. Kevin is a resident of Chelsea, MI with his wife and two young daughters. In his spare time, he enjoys spending time with his extended family throughout the state of Michigan, golfing, and cheering for Purdue and Detroit athletic teams. Kevin is actively involved in the community supporting the American Cancer Society as well as various Chelsea High School athletic programs.

Albert Herzog IV Photo
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Albert Herzog IV

CFP®, CRPC®, Private Wealth Advisor

Albert Herzog IV, CFP®, CRPC®

Private Wealth Advisor


Albert, a CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Retirement Planning Counselor, joins Executive Wealth Management with experience from two of the larger financial services firms in the industry, Merrill Lynch & Wells Fargo Advisors. Albert learned discipline and leadership as a graduate of, and captain student-athlete at, both Detroit Catholic Central and Hillsdale College.  As a Private Wealth Advisor, he strives to provide wise investing for everyone with their own goals in mind to help build, manage, preserve and transition their wealth. His mission is to provide every client with targeted, comprehensive financial advice and wealth management strategies.

Held to a fiduciary standard, Albert strives to help each client plan for a financial future that best meets his or her goals. It is his objective to exceed your service expectations and his responsibility to put your best interests first. Albert welcomes the opportunity to meet with you personally.


Robert Larsen Photo
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Robert Larsen

Private Wealth Advisor

Robert Larsen

Private Wealth Advisor


Working in the banking industry for 10 years, Robert built a passion for the markets. Being a young professional during the financial crisis of ‘08, Robert realized that he wanted to pursue a career as an Investment Advisor Representative to study the markets and help individuals and businesses position their investments in an allocation with appropriate risk and diversity to help advance in stronger market cycles and defend during a down market. Knowing the importance of client’s peace of mind, he strives to make sure his clients understand their investments and their position in the markets. Robert's roles in his career have included lending, banking, bank management, and now a Private Wealth Advisor, where he feels he can help his clients the most.


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Jaclyn Noble

Private Wealth Advisor

Jaclyn Noble

Private Wealth Advisor 

Assistant - Private Client Services (PCS)


Jackie currently resides in Northville, and started working at EWM as an intern. Upon graduating from the University of Detroit Mercy with a degree in economics, she joined as a client service associate, became registered and took the role as a financial advisor. She incorporates the values she obtained from playing college Division 1 lacrosse athletics into her financial planning and client servicing roles—no excuses, no bad days, and always give 110% to her clients. She believes we see far less surprises when we plan ahead, and that the greatest advantage of proper financial planning is the increased peace of mind that comes from knowing you are equipped to face any challenge life presents you with. Jackie understands every client is unique and requires an individualized financial planning approach to truly meet their needs; setting them up to attempt to achieve the highest degree of success possible.


Todd Perry Photo
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Todd Perry

CFP ®, CIMA®, CPWA®, Private Wealth Advisor

Todd Perry CFP ®, CIMA®, CPWA®

Private Wealth Advisor


Todd, a CERTIFIED FINANCIAL PLANNER™ Professional, joined Executive Wealth  Management in 2019. Prior to joining EWM, he worked as a Senior Financial Planner for an independent wealth management firm gaining extensive experience in financial planning and portfolio management. Todd’s background also includes tax planning and preparation after having prepared returns for over ten years. He believes the integration between taxes and investments, and the proactive planning work involved, are a vital part of the wealth management process and has been previously quoted in the Wall Street Journal discussing the subject in an article titled, "Advisors Focus on 2013 Tax Plans.

Todd is a graduate of Central Michigan University and started in the financial services industry in 2005. In addition to the CFP certification, he has also earned the Certified Investment Management Analyst and Certified Private Wealth Advisor designations. He currently resides in Brighton with his wife, Kristen. When not spending time with their three children, Todd enjoys hockey, golf and being involved in the Brighton community.


James A. Plaskey, Jr. Photo
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James A. Plaskey, Jr.

CFP®, Private Wealth Advisor

James A. Plaskey, Jr., CFP®

Private Wealth Advisor

Registered Representative – Private Client Services (PCS)


Jimmie, a CERTIFIED FINANCIAL PLANNER™ Professional, has been in the Financial Services Industry and a member of the Executive Wealth Management team since 2011. He interned at Executive Wealth Management while studying at Hillsdale College and joined full time upon graduation in 2012. Jimmie is passionate about educating, inspiring, and helping create peace of mind for his clients. His goal is to educate you on the markets, strategies to maximize your dollar, and how to be financially sound. This will help position you to better work towards achieving your goals both quantitatively and qualitatively. Based on his unique experiences, Jimmie wants to inspire you to take initiative and make the best decisions for you and your loved ones. Most importantly, Jimmie wants to help provide peace of mind. He wants to make sure that you know he and the team at Executive Wealth Management are here for you. Jimmie has a story to share. Do not hesitate to ask him about the defining moments that ultimately lead him to financial planning.

ASSOCIATIONS:

  • 2019 Brighton Chamber of Commerce Young Professional of the Year
  • Alzheimer's Association, Michigan Great Lakes Chapter, Board Member
  • Brighton Chamber of Commerce- Board Member
  • Greater Brighton Young Professionals- Chair
  • Toast Masters International - Vice President, New Hudson Chapter
  • CaerusNet Michigan - Facilitator, Brighton Chapter
  • Alzheimer’s Association, Michigan Great Lakes Chapter, Programs Committee
  • Brother Rice Alumni Association
  • Hillsdale College Alumni Association and Mentor Program

Educational Speaking Engagements:

  • Brighton Chamber of Commerce
  • St. John’s Hospital Residents
  • Kent State Podiatry School
  • Cleary University
  • Brother Rice High School
  • Detroit Catholic Central High School


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Andrew Zehnder

Private Wealth Advisor

Andrew Zehnder

Private Wealth Advisor

Registered Representative – Private Client Services (PCS)


Andrew Zehnder is a lifelong resident of Frankenmuth, Michigan and a graduate of Northwood University.  With over 25 years of experience, Andrew prides himself on the relationship he builds with his clients. In his spare time, Andrew is an avid outdoorsman and cultivator of great memories on the family farm in Cedar, MI. Together with his wife, Sarah, they have two sons and a rambunctious daughter.


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Kelly Anderson

Client Associate

Kelly Anderson

Client Associate

Assistant – Private Client Services (PCS)


Kelly joined Executive Wealth Management of Brighton in 2019. Kelly has received her associates degree in Business Administration - Accounting Magna Cum Laude from Oakland Community College. Kelly has 8 years of industry experience, previously working with Nantucket Capital Management out of Bloomfield Hills, Michigan. She is serving as a Client Associate, her focus is to support Private Wealth Advisors in the Brighton office location providing excellent customer service.

Alissa Earl Photo
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Alissa Earl

Client Associate

Alissa Earl

Client Associate



Alissa joined Executive Wealth Management in 2020 as a Client Associate for Adam Kulesza. She specializes in client service and account maintenance requests. She has 11 years of industry experience, previously working with Jackson National Life in Okemos, Michigan. Alissa resides in Brighton, Michigan with her husband and two children. In her free time she enjoys being active in CrossFit, hiking and gardening.

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Lilli Forti

Business Development Coordinator

Lilli Forti

Business Development Coordinator


Lilli, originally from Rhode Island, is a graduate of Michigan State University with a bachelors in Communication and a minor in Public Relations. She joins Executive Wealth Management after several years with the Detroit Red Wings as an Inside Sales Account Executive and Ticket Service Executive, working with Red Wings season ticket holders. As a Business Development Coordinator for EWM, Lilli works closely with the company and each representative to develop and execute valuable event experiences for the benefit of our clients, assist with social media, and network with our community outreach programs.

Elizabeth Hartzler Photo
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Elizabeth Hartzler

Compliance Analyst

Elizabeth Hartzler

Compliance Analyst


Elizabeth brings 15 years of trading and operational experience to her role within Executive Wealth Management. Responsible for the EWM Workflow and internal reviews, Elizabeth is always willing to lend a hand and has a ceaselessly positive attitude. Born and raised in Howell, Michigan Elizabeth is now raising one teenager in her hometown.

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Lisa McCormick

Registered Client Associate

Lisa McCormick

Registered Client Associate - Team Lead

Registered Assistant– Private Client Services (PCS)


Lisa has been with Executive Wealth Management since 2007 as a Registered Client Associate, client relationship manager working with Michael Chechel and is now the Team Lead for our valuable Client Associates. Prior to joining EWM, Lisa worked with Mr. Chechel at Fifth Third Securities for two years.  In addition to providing support to Michael and his clients, Lisa also coordinates firm events and meetings, and trains/mentors our Client Associate team. 

Lisa received a bachelor’s degree in communications from The University of Michigan in 2003 and when not in the office Lisa enjoys spending time with her husband and four boys.  Lisa likes to stay healthy and active, practicing and teaching yoga in her spare time.

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Catherine Parkey

Director of First Impressions

Catherine Parkey

Director of First Impressions


Cathy Parkey has been with Executive Wealth Management since 2010 and is a Client Associate with the title of “Director of First Impressions”. Warm and welcoming in our front lobby, many clients have had the pleasure of speaking with Cathy or enjoying a slice of her amazing blueberry lemon bread. Cathy is a Michigan State University Graduate with a BA in Education and currently resides in Plymouth, Michigan with her husband and two daughters and two Australian Shepards.

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Jennifer Ralston

Registered Client Associate

Jennifer Ralston

Registered Client Associate

Assistant – Private Client Services (PCS)


Jennifer joined Executive Wealth Management in 2015 as a Client Associate and is teamed with Adam Kulesza. She specializes in client service and account maintenance requests.  She joined EWM with 18 years of industry experience, previously working with Victory Capital Management (formerly Munder Capital Management) out of Birmingham, Michigan. Jennifer resides in White Lake, Michigan with her husband and two daughters and in her free time, enjoys gardening.

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Vanessa Sredzinski

Client Associate

Vanessa Sredzinski

Registered Client Associate – Executive Wealth Management 

Client Associate – Private Client Services (PCS)


Vanessa currently resides in Howell. She graduated from Michigan State University with a bachelor’s in finance. Vanessa joined Executive Wealth Management in 2017 as an intern and is now a Client Associate on Albert Herzog’s team. Vanessa holds her Series 65, Investment Advisor Representative license.   In her free time she likes to bake, golf and go on the lake.

Michelle Sullivan Photo
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Michelle Sullivan

Executive Administrative Assistant

Michelle Sullivan

executive administrative assistant


Michelle joined Executive Wealth Management in early 2020 as an executive administrative assistant to our chief operating officer and chief compliance officer. Prior to joining EWM, Michelle worked as the policy coordinator and virtual assistant to the superintendent at Licking Heights Local Schools, as well as working as the accounting and HR specialist for Huntington Learning in Lewis Center, OH.  

Michelle received her associate’s degree in accounting from Edison State Community College and her bachelor’s degree in accounting from Heidelberg College. She also earned a middle school teaching certificate from Murray State University, and most recently, a Master’s degree in sports management from American Public University. 

When not in the office, Michelle enjoys spending time with her husband and four children, who are all active in youth sports.  She also supports her community by sitting on the Board of Directors for the Williamston Stings Baseball and Softball Organization and by supporting local charities, including the Williamston Schools Foundation, Weekend Survival Kits, and Torch 180.

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Vanessa Thomas

Client Associate

Vanessa Thomas

Client Associate


Vanessa graduated from Lake Superior State with a double major in Political Science and Criminal Justice. She worked at Comerica Bank for 10 years and continued her career in the finance world at a firm in Brighton. She started working at Executive Wealth Management in October of 2019.

In 2010, she received her Lean Six Sigma Black Belt certification. Vanessa now lives in Novi with her husband and three active kids.

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Cody Wickham

Chief Information Security Officer

Cody Wickham

Chief Information Security Officer


Cody has been with Executive Wealth Management since 2011 serving various roles for EWM and EWM’s 401K GPS. Transitioning into the Chief Information Security Officer role in 2016, Cody works closely with the compliance department to oversee Client Privacy, information security, critical firm assets and technology. In addition, he also leads our marketing and advertising efforts to ensure a consistent message across all media.

Cody holds a BA in Marketing from Michigan State University and resides in Brighton, Michigan with his girlfriend. An advocate for animal adoption, Cody shares his home with two amazing mutts who keep them active and on their toes.

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