facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Brighton - Headquarters

« View all Locations

135 W. North St.
Brighton, MI 48116

Phone: (810) 229-6446
Fax: (810) 229-6775

Meet Our Team


Albert P. Herzog III Photo
Read more

Albert P. Herzog III

CFP®, MBA, ChFC®, Founder & 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 two grandkids. He plays an active role in his Michigan and Florida communities; volunteering and supporting many charities including The Brighton Rotary, LACASA, WorkSkills, The American Cancer Society, Gleaners Food Bank, and Thomas M. Herzog Educational Foundation CC Scholarship Fund.


Michael R. Chechel, Jr. Photo
Read more

Michael R. Chechel, Jr.

Director & Private Wealth Advisor

Michael R. Chechel, Jr.

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.


Adam R. Kulesza Photo
Read more

Adam R. Kulesza

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

Adam R. Kulesza CFP®, MBA, ChFC®, CLU®

Director

Private Wealth Advisor - Dually Registered Financial Professional


Adam Kulesza has been a partner of Executive Wealth Management since 2009 and is co-founder of both EWM Investment Solutions and EWM's 401k GPS. 

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 PLANNERTM professional designation, Adam understands the diverse financial planning needs of high-net-worth individuals and families.

As a devoted husband and foster parent, Adam enjoys spending time as a volunteer coach for his kid’s athletic teams and attending or transporting them to their extracurricular events. Adoption and fostering are one of Adam’s greatest personal accomplishments. He also plays an active role within his community, supporting many charities including, The Red Cross, The American Cancer Society, Gleaners Food Bank, The Connection, and LACASA.


Michael J. Lay Photo
Read more

Michael J. Lay

CFP®, Director, Chief Operating and Compliance 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 values of trust, community, and compassion.

In addition to his duties with EWM, he is active in the community and serves as a voluntary board member for Work Skills Foundation and for the Community Foundation of Livingston County. He also serves with his wife, Keri as the co-directors of Engage Community Organization (ECO), a faith-based ministry organization designed to build up business and community efforts in his hometown of Fenton. 

Michael is also a father of two wonderful children and he and his wife have opened their home to several youths and young adults from both local and international organizations. He enjoys being active, working out, engaging in sports of all kinds, and cheering on his alma mater, the University of Michigan.

Albert Herzog IV Photo
Read more

Albert Herzog IV

CFP®, CRPC®, Director & Private Wealth Advisor

Albert Herzog IV, CFP®, CRPC®

Director

Private Wealth Advisor


Albert Herzog IV has been a Private Wealth Advisor at Executive Wealth Management since early 2018.

Albert strives to keep every client’s goals in mind when helping build, manage, preserve and transition their wealth. With his CERTIFIED FINANCIAL PLANNER™ professional designation, he provides targeted, comprehensive financial advice and wealth management strategies. His objective is to exceed client service expectations, and his responsibility is to put their best interests first. Albert came to EWM with expertise from two of the largest financial services firms in the industry, Merrill Lynch & Wells Fargo Advisors.

He prides himself on the discipline and leadership learned as a football captain and student-athlete at Hillsdale College and Detroit Catholic Central High School. He lives in Plymouth, Michigan, with his wife and is involved in their community through Gleaner’s Food Bank, the American Cancer Society, the American Red Cross, and the Salvation Army. Albert welcomes the opportunity to meet with you.

James A. Plaskey, Jr. Photo
Read more

James A. Plaskey, Jr.

CFP®, Director & Private Wealth Advisor

James A. Plaskey, Jr., CFP®

Director

Private Wealth Advisor

Registered Representative – Private Client Services (PCS)


Jimmie Plaskey is a CERTIFIED FINANCIAL PLANNER™ professional who has been helping clients at Executive Wealth Management since 2011. One of his greatest passions is to educate his clients, inspiring them to make informed decisions and creating financial paths they may not have realized possible. These ways include reducing debt, having proper insurance coverage, and helping their wealth-building goals become a reality leading up to and while enjoying retirement.

Jimmie’s education style of financial planning stems from his collegiate days. He had coaches who created a clear vision and brought out the best in him and their teams. He brings these valuable coaching lessons to each of his clients in financial planning to guide, teach, and assist in accomplishing their goals. 

Jimmie's other great passion in life involves taking action to help make the world a better place. He currently serves on the Board of Directors for the Alzheimer's Association Michigan Chapter and the Brighton Chamber of Commerce. He's a co-founder of the Team Suzy Non-Profit and regularly supports Brother Rice High School and Hillsdale College as an alumnus. On April 4th, 2020, Jimmie married his best friend, Sydney. They reside in South Lyon, MI, with their Cavapoo puppy, Chief. Jimmie enjoys playing and talking all sports, being outdoors, fishing, hunting, hiking, and leisure with family and friends.

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


Kevin Cross Photo
Read more

Kevin Cross

CFP®, Private Wealth Advisor

Kevin Cross, CFP®

Private Wealth Advisor - Dually Registered Financial Professional


A graduate of Purdue University with a bachelor's 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.


Duane Johnson Photo
Read more

Duane Johnson

ChFC®, CLU®, Private Wealth Advisor

Duane Johnson ChFC®, CLU®

Private Wealth Advisor - Dually Registered Financial Professional


Duane brings more than 20 years of wealth management experience to Executive Wealth Management. He has served in credit unions, broker-dealers, and banking institutions with individuals and institutions. 

Duane believes that his success lies in creating meaningful relationships; discovering clients' goals and hopes, creating a plan together, and taking action to reach those goals. This is part of the EWM foundation of Build Defend Advance.

Duane enjoys working on his property and creating an environment to support and attract our local plant and animal life.  He is the youngest of twelve children and a native of Southeastern Michigan. He lives in Howell with his wife of 23 years and 3 children.

Duane is delighted to be working locally, to focus more time on doing the things he already supports in our community; Gleaners, Special Olympics, and Brighton Bands!

Todd Perry Photo
Read more

Todd Perry

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

Todd Perry CFP ®, CIMA®, CPWA®, RMA®

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.

Jeffrey Boland, MBA Photo
Read more

Jeffrey Boland, MBA

Financial Controller

Jeffrey Boland, MBA

FINANCIAL CONTROLLER


Jeffrey joined the Executive Wealth Management team early in 2012 while completing his Masters of Business Administration with a focus in Accounting from Cleary University.  While learning the “tricks of the trade” from Gregory J. Barber, Jeffrey has gained a niche for financial planning and tax planning. 

While residing in Howell with his wife Kassie, he is often spotted on Lake Chemung boating and doing other water activities when the Michigan weather is right.

Cody Wickham Photo
Read more

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. An advocate for animal adoption, Cody shares his home with two amazing mutts who keep him active and on his toes.

Jaclyn Noble Photo
Read more

Jaclyn Noble

Private Wealth Advisor

Jaclyn Noble

Private Wealth Advisor - Dually Registered Financial Professional


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 of 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 gives 110% to her clients. She believes we see far fewer 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.


Andrew Zehnder Photo
Read more

Andrew Zehnder

Private Wealth Advisor

Andrew Zehnder

Private Wealth Advisor - Dually Registered Financial Professional


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.


Susan Busch Photo
Read more

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.


Jennifer Ralston, ChFC® Photo
Read more

Jennifer Ralston, ChFC®

Registered Client Associate

Jennifer Ralston, ChFC®

Registered Client Associate - Private Client Services/Executive Wealth Management


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.

Vanessa Sredzinski Photo
Read more

Vanessa Sredzinski

Client Retirement Plan Operations

Vanessa Sredzinski

REtirement operations Manager- Private Client Services/Executive Wealth Management


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 to the lake.

Kelly Anderson Photo
Read more

Kelly Anderson

Client Associate

Kelly Anderson

Client Associate


Kelly joined Executive Wealth Management of Brighton in 2019. Kelly has received her associate's 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.

Vanessa Thomas Photo
Read more

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.

Brandon Lopez Photo
Read more

Brandon Lopez

Registered Client Associate

Brandon Lopez

Registered Client Associate - Private Client Services/Executive Wealth Management


Brandon is from Waterford, MI, born and raised. After high school, he attended Saginaw Valley State University to study a dual major in Marketing & Business Management where he also played hockey for the Cardinals. Since graduating from SVSU, he has been working in the financial industry gaining experience in the fields of banking and wealth management. Throughout his life, his hobbies outside the office have always been hockey, golf, baseball, and getting together with friends and family. Typically, Brandon tries to travel to at least one new state every year as a new experience! 

Christine Schilling Photo
Read more

Christine Schilling

Registered Client Associate

Christine Schilling

Registered Client Associate - Private Client Services/Executive Wealth Management


Christine is the newest addition to Executive Wealth Management, bringing 25 years of industry experience with a passion for helping clients and building relationships.

Christine has expertise in genuinely learning about her clients – she emphasizes the importance of caring, building trust, and helping them find the confidence they need to enjoy what is most important to them. As a previous Financial Advisor and branch manager for credit unions, Christine finds joy in giving financial clarity to anyone in any aspect of life.

As a full-time working mother of three and wife, Christine has done her due diligence in balancing her career and family while making sure to prioritize both. She loves being involved in her kid’s different activities and sports, as well as golfing and dining with her husband. Christine loves animals and actively volunteers her time at the Huron Valley Humane Society. She is also a consultant for various non-profits that help survivors of human trafficking; she teaches them budgeting and money fundamentals.

Alissa Earl Photo Alissa Earl Hover Photo
Read more

Alissa Earl

Client Associate

Alissa Earl

Client Associate



Alissa joined Executive Wealth Management in 2020 and is teamed with Jimmie Plaskey and Todd Perry. She specializes in client service and account maintenance requests. She has over 12 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 spending time with her family. 

Colleen Barnes Photo
Read more

Colleen Barnes

Registered Client Associate

Colleen Barnes

Registered Client Associate


Colleen is a 2021 graduate of the University of Dayton, where she earned her Bachelor of Science in Business Administration with a major in finance and a minor in management information systems.  She joined Executive Wealth Management in 2020 as a finance intern, after serving as a finance intern at another wealth management firm for two years.  Colleen came aboard full-time at EWM in 2021 as a client associate.  She supports EWM’s private wealth advisors and clients with energy and enthusiasm.  With the benefit of learning from the best in the business, she is studying in preparation for earning her industry licenses to become a Certified Financial Planner. In her free time, Colleen enjoys sports, especially baseball and volleyball; crafting; being outside; spending time with her friends and incredibly large yet close family; and, of course, making new friends along the way.

Angela Marchant Photo
Read more

Angela Marchant

Client Associate

Angela Marchant

Client Associate - Private Client Services/Executive Wealth Management


Angela joined Executive Wealth Management in February 2021, working as a Client Associate for Adam Kulesza.   Prior to relocating back to Michigan, she worked the last 16-years in Los Angeles as an Office Manager at a manufacturing company.  She also studied Court Reporting with a background in machine shorthand theory with the ability to read and write at 200+ wpm.  Angela resides in Ann Arbor and enjoys learning new things, traveling, kayaking, and paddleboarding.

Scott Fishel Photo
Read more

Scott Fishel

AAMS®, MBA, Client Associate

Scott Fishel, AAMS®, MBA

Client associate


Scott Fishel

Catherine Parkey Photo
Read more

Catherine Parkey

Director of First Impressions

Catherine Parkey

Director of First Impressions


Cathy Parkey has been with Executive Wealth Management since 2008 and is a Client Associate with the title of “Director of First Impressions”. Before joining EWM, Cathy taught Elementary Education for 14 years. 

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 or chocolate chunk bread; a client favorite. 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.

Michelle Sullivan Photo Michelle Sullivan Hover Photo
Read more

Michelle Sullivan

Human Resources Manager

Michelle Sullivan

Human Resources Manager


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.

Angelina Rider Photo
Read more

Angelina Rider

Compliance Analyst

Angelina Rider

Compliance Analyst


Angelina attended Linden Schools in Fenton, where she grew up and still lives today. She obtained her Bachelor’s from the University of Michigan in criminal justice and sociology with an Associates in psychology. She brings a wealth of experiences to EWM including being a public safety officer and working in the dental industry. In her spare time, she loves to be outside, including spending time at the park with her two dogs, Zayda and Luna, and her husband, Matt. She is energetic and a people-person who enjoys communicating and helping push others towards their potential!

Kira Kliczinski Photo
Read more

Kira Kliczinski

Marketing and Public Relations Specialist

Kira Kliczinski

Marketing and Public Relations Specialist


Kira is a passionate public relations and marketing professional whose goal is to build community relationships and amplify EWM’s brand. Her experience resides in content marketing, media relations and communication strategy, with expertise in selecting the right path to continue positive relationships. Kira looks forward to supporting EWM and learning more about marketing in the financial industry. 

Kira is a 2021 Graduate of Eastern Michigan University, where she earned her Bachelor of Arts in public relations with a minor in marketing. 

Cathy Behnke Photo
Read more

Cathy Behnke

Registered Client Associate

Cathy Behnke

Registered Client Associate


Cathy Behnke joined Executive Wealth Management in 2022 as a Client Associate.  

Cathy is a seasoned professional with most of her experience in life insurance, 401ks, and pensions. She has spent time in many other roles, including human resources and employee benefits. Cathy has a profound portfolio of educational endeavors, including a bachelor’s degree in political science, a master’s degree in Russian studies, and a Master of Business Administration in Finance, all from the University of Michigan.  

She enjoys spending time with her two children and grandchildren in her farmhouse that she is beginning to renovate. In her free time, she writes a creative blog about anthropomorphic animals. 

Joseph Beauchamp Photo
Read more

Joseph Beauchamp

Finance Intern

Joseph Beauchamp

Finance Intern


Check the background of this firm on FINRA’s BrokerCheck.