We are thrilled to announce that Dempsey & Dempsey Financial Services, based in Adrian, Michigan, has merged with Willis & Machnik Financial Services.
We believe that when like-minded financial professionals come together, a world of potential can be unlocked. That’s why we’re so excited to welcome Russell Dempsey, CPA, CFP® and Michael Dempsey, CPA, CFP® to our team. Russ and Mike have decades of experience and share our tax-focused wealth management philosophy. And, as CPAs, they offer deep knowledge of tax-intelligent wealth strategies.
Russ is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant who specializes in business, estate, retirement and investment planning. Mike is also a CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant, and he specializes in helping clients with their comprehensive financial planning needs.
At Willis & Machnik, we approach every financial decision by evaluating tax-saving opportunities to help clients keep more of what they earn. This merger will enable us to offer enhanced services to our clients, as your complete wealth management partner.
If you have questions about this exciting news and what it will mean for you, please don’t hesitate to reach out to us. We are grateful for your business and for your trust, and we look forward to continuing our work together.