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175 Cadycentre, Suite 325
Northville, MI 48167
Phone: (248) 924-3129
Fax: (248) 924-3150
Greg has been advising on the financial needs of clients for over 25 years, and is quite pleased to be an owner with the EWM team. He spear-headed and currently oversees the Northville, Michigan branch. While he has clients across the country his primary focus continues to be growing our presence in Northville, Plymouth and surrounding suburban areas. Greg has a wealth of knowledge in a wide array of tax and accounting areas, including the ever more complex area of qualified and non-qualified retirement plans. Greg has been happily married for over 25 years and currently resides in Northville with his wife and two sons. Greg is also active within his community, primarily supporting children’s-based charities.
Zachary takes pride in helping people reach and maintain what’s important to them. He treats his clients like family and is deeply passionate about educating and directing them towards their financial goals. Zachary started his career with Chase Bank in 1999, as a Personal Banker for high net worth clients. He then pursued financial services and wealth management with Chase Bank and J.P. Morgan where he was a top producer, achieving national accolades.
Zachary joined Executive Wealth Management, LLC in 2013, dedicated to building, defending and advancing his clients wealth through proactive wealth solutions.
Zachary is a family man, married and blessed with five wonderful children. When not working, you can find him spending quality time with his family or enjoying a game a soccer.
Richard entered the securities industry in 1986 after teaching at Wayne State University where he completed both his Masters and Doctoral work. First as an advisor with E.F. Hutton and Company, he then moved companies and was appointed as National Director of Institutional Consulting for Prudential Securities in New York City. He joined Fox Asset Management in Little Silver, New Jersey as head of Research and Portfolio Management for Institutional accounts where he served major corporations, Municipal and Taft-Hartley accounts.
Moving back to Michigan after the loss of his oldest child, he joined PNC Bank serving as Senior Portfolio Manager for Trust Assets, and then shortly thereafter as the Senior Manager of Investment Research for Captrust of Raleigh, North Carolina, before transitioning to a Private Wealth Advisor for Executive Wealth Management in Northville, Michigan. Richard serves as faculty for the Ilitch School of Business Department of Finance, Graduate Division of Wayne State University.
Richard specializes in portfolio management for high net worth investors with concentrations in wealth planning and financial planning for the retirement field.
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. By helping the EWM Northville branch, Jeffrey works on every day operations, IT work, marketing projects and assists the Private Wealth Advisors manage their time by handling routine client inquires.
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.
Mike received his first dose of professional education working at his father's CPA firm. His role included accounting, bookkeeping for businesses, and preparing both personal and business tax returns. Working at the CPA firm provided him a unique experience on tax implications within investments.
During his college years, he applied that knowledge as an intern at EWM's Brighton Headquarters, learning the ins and outs of financial services.
In 2018, after graduating from Michigan State University with a Bachelor of Arts in Economics, Mike joined the EWM team full-time in the Northville office. He continued his education by obtaining his Series 65 Uniform Investment Advisor Law License.
Mike is committed to using the firm's most technical tools to identify and incorporate financial planning and portfolio techniques to best position the clients. A true "believer" in a formal planning process, Mike believes that proper planning can make all the difference.
Mike resides in Northville and is newly married to his wife, Jessica. They enjoy spending time outdoors, often with their Portuguese Water Dog, Ruby, and traveling to Northern Michigan.
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.