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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by Pat Willis, Dan Machnik, and Tom Masters through their affiliation with HD Vest.

 

Pat Willis

Founding Partner

(517) 784-5556

(517) 784-9690

Pat has been an investment advisor representative including her affiliation with HD Vest since 1983 serving clients in the greater Jackson community. She is one of the 100+ Women Who Care; is a member of Business & Professional Women;...

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Dan Machnik

Managing Partner

(517) 784-5556

(517) 784-9690

Dan graduated with a Bachelor’s degree in business from Western Michigan University and has over 15 years of experience in the finance field.

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Thomas J. Masters

Investment Advisor Representative

(517) 784-5556

(517) 784-9690

After 20 years building a successful investment advisory practice at a Wall Street wirehouse; enduring four mergers from E. F. Hutton to Smith Barney, I decided to join Willis & Machnik Financial Services LLC on February 13, 2009. I...

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Elizabeth graduated with an Associate’s Degree in Business from Baker College of Jackson. Her background includes living in Texas for a year where she strengthened her financial background with Fidelity Investments before moving back...

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I hold a degree in Mathematics from Spring Arbor University and have spent the last 18 years developing relationships and serving members of our community in the fund development and insurance industries. I joined Willis & Machnik...

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