Retirement Wealth Advisors (“RWA”) is a Fee-Only SEC Registered Investment Advisor headquartered in Grand Rapids, Michigan. The firm was founded in 2005 by Jason Wenk to serve the specific needs of retired or soon to be retired investors.
Over the past 8 years we have expanded throughout the United States, with over 70 independent financial advisors serving thousands of clients.
“I am the founder and president of Retirement Wealth Advisors. Each day I strive to use my talents to make a positive impact in the lives of our many clients.”
After starting his career with Morgan Stanley, Jason decided to create Retirement Wealth Advisors, to better independently serve clients. With a passion for quantitative portfolio management and financial education, he has been very active in sharing his knowledge via numerous national media outlets, such as: Financial Planning Magazine, Forbes, OnWallStreet.com, Financial Advisor Magazine, and many more.
“Compliance is key to building a strong foundation for your advisory business”
Samiha Bandeally is a Compliance Analyst as well as the In-House Counsel for Retirement Wealth Advisors. She graduated with honors from Rutgers University, and was previously employed at a number of the major investment banking divisions in New York and the Tri-State Area. After having graduated with honors from law school, Samiha went on to become a licensed attorney in New York, Massachusetts, and Michigan. Currently she is a practicing attorney for our firm while also assisting our Chief Compliance Officer, Sharon Goldberg.
“The optimum compliance program is one that strikes a balance between regulatory risk and the human and financial resources of an individual business.”
Sharon brings more than 25 years of industry experience, including positions as Chief Compliance Officer and Senior Director of Operations. Prior to her current position with Retirement Wealth Advisors, Sharon was the Chief Compliance Officer for First Quadrant, a registered investment advisor and prior to that she served as Chief Compliance Officer with Macquarie Allegiance Capital, a registered investment advisor. She also served as CCO for their other affiliated companies including a hedge fund of funds.
“I enjoy creating and maintaining an efficient environment within our company resulting in a positive experience for each of our business associates and clients that we have the privilege to serve.”
With over 25 years experience in business management, Mr. Sikkenga brings expertise in operations and business organization to RWA. In addition to overseeing all internal bookkeeping and portfolio accounting, Gerry is a director and shareholder in the firm. He joined RWA in 2005, and has played a major role in the expansion of both the retail and institutional growth of the firm. Mr. Sikkenga is a graduate of Calvin College and lives in Spring Lake, Michigan. He works from both our Spring Lake and Jenison offices.
“My number one job is to help financial advisors manage risk.”
Josh Davis has served as Director of Institutional Sales since 2009. He is the firm’s liaison with Turnkey Asset Management and Unified Managed Account providers offering FormulaFolios to their end-user advisors. In addition, Mr. Davis works directly with Financial Advisors using FormulaFolios throughout the United States.
Prior to joining FormulaFolios in 2007, Mr. Davis spent 10 years managing his family’s business. In this role, he was responsible for overseeing marketing, sales, and investment operations.
Mr. Davis graduated with honors from Aquinas College with degrees in Business and Finance. He lives in Grand Rapids, Michigan and works out of the Grand Rapids office.
"The number one responsibility of a financial advisor is to know their client - their goals, their fears, the level of risk they are willing to take and the level of risk they should take. With that knowledge in mind, a complete financial solution can be implemented to help a client navigate retirement with confidence and without stress."
Jeff has been in the financial services business since 2001, serving in executive level positions for both National Marketing Organizations. Having owned his own RIA, he has an extensive background in asset management, compliance and training advisors on how to incorporate asset management into financial planning for clients. His commitment to client service and building genuine relationships makes Jeff a great business partner for advisors. Jeff is a graduate of Western Michigan University with a BA in Finance.
“I think being a financial advisor is more than just managing a person’s investments. It is about getting to know people on a personal level, so that there can be a sense of trust between the client and advisor.”
Mr. Van Woerkom has been with Retirement Wealth Advisors since 2007, after spending 6 years as a school teacher. Joel works directly with individual investors in retirement planning and investment management. He is a regular contributor to the firm’s blog and podcasts, and is a member of the firm’s Investment Committee.
Joel works primarily from our Jenison and Spring Lake offices, and he lives with his wife and three kids in Hudsonville, Michigan. He earned his undergraduate degree at Calvin College and his MBA from Western Michigan University, and is currently studying for the CFP (Certified Financial Planner) designation.
“My goal is to create a smooth and enjoyable transition to RWA for both advisors and their clients.”
Beth Combs is the Advisor Services Director for Retirement Wealth Advisors. She oversees the on boarding of all advisors who work with RWA. Beth coordinates with the Compliance Department, Business Development Team and Advisor Services Team to ensure a smooth transition for both advisors and clients in addition to educating Advisors on the different tools and technologies available to them at RWA. Beth graduated with honors from Aquinas College and lives in Grandville, Michigan.
"My goal is to provide clients with accurate and best trade execution for managed portfolios."
Melissa has been in the financial services business since 2004, largely serving in a trading and investment operations capacity for SEC Registered Investment Advisory firms. She has an extensive background in trading systems and direct involvement in day-to-day investment operations management. Her responsibilities include portfolio trading, investing new accounts, management fee billing and portfolio accounting. Melissa is a graduate of Ferris State University with a BA in Business Administration.
"Our number one focus is customer service. This is true for both advisors and clients alike. I find such joy in working so closely with our advisors. It's rewarding to see their transition go so smoothly, while also creating a strong relationship with them."
Kaleigh is VP of Advisor Services for Retirement Wealth Advisors. Her responsibilities include managing incoming client paperwork and coordinating directly with the custodians to ensure prompt processing for all clients and advisors. She is key member of the Retirement Wealth Advisors Support Team and is available to answer questions regarding paperwork and processing. Kaleigh graduated with honors from Grand Valley State University with a degree in Business Management. She primary works out of the Grand Rapids office.
"I use my knowledge and experience to provide timely and accurate execution for portfolios."
Matthew Voss is the VP of Trading Systems. Matt has over seven years of trading experience for Retail and Institutional clients and four years of managing a Trade Desk before joining FormulaFolios. Matt provides accurate and timely execution for all our clients and provides service across several trading platforms. He primarily works out of the Jenison office and lives with his wife and two kids in Allendale, Michigan. He earned his Bachelors Degree from Ferris State University in 2003.
"Customer service is my number one focus. I believe that friendly and quick service is the basis of great work relationships."
Lies Rusticus is an Advisor Services Support team member at Retirement Wealth Advisors with the responsibilities of processing new business, helping Investment Advisor Representatives with daily issues and concerns, advisor training, cashiering, and assisting with the management of technologies. Lies graduated from Grand Valley State University with a bachelor’s degree in public relations. Lies got married in July, 2012 and resides in Wyoming, MI with her husband. Her hobbies include going to concerts, spending time with family and friends, and being happily married.