« View all Locations
401 West Ludington Ave., Suite 102
Ludington, MI 49431
Phone: (231) 757-2951
Fax: (231) 351-5900
Married for over twenty five years to his wife Raina and blessed with four children, John began his career in Financial Services in 2002 after eight years in elementary education in Fairbanks, Alaska. The full financial plan John and the Ludington team work up with each client involves planning for their life goals including college savings, retirement accounts and protection from catastrophic events utilizing insurances when necessary. John has found the independent channel of financial service delivery is his preferred way to offer unbiased advice to meet the changing needs of our clientele.
Julee is a native of Michigan and graduate of Ludington High School. She received her Bachelor of Arts from Hope College in 1992 and began her career in the financial services industry with a large regional firm in Detroit. Julee moved back to the Ludington community in the year 2000 and has been a financial advisor and active community member since. Julee and her husband Dan have 6 wonderful kids ranging from the age of 12 to 23. In addition to working with her clients and spending time with her very busy family Julee loves cooking and working in her garden.
Through the team at Executive Wealth Management Julee can continue to offer the personal service to her clients she is so proud of. The resources at EWM enhance these services through the unique approach to asset management, financial planning tools and support team of advisors and client associates. Julee became an Accredited Investment Fiduciary in 2015 which allows her to work with employer sponsored business plans a specialized capacity to assist them in maneuvering the ever increasing complex world of regulations.
Deb’s organization and attention to detail are second to none. A member of the Ludington office with John Barbrick and Julee Sarto, Deb handles the processing and administrative responsibilities for the team. When not working Deb is an avid outdoors-woman and active member of her Tribe.