Meet the Team

Our Team

Our Priority is You

Founding Partner, Pat Willis has been an investment advisor for over 30 years serving clients in the greater Jackson community. Her career began in 1983 with Manley, Bennett and McDonald, a regional financial service firm headquartered in Detroit, Michigan. In 1987, she moved her securities licenses to Avantax® formerly H.D. Vest Investment Services and became an independent advisor and owner of Willis & Machnik Financial Services. Pat's legacy within the Jackson community is unstoppable! She continues to give back by managing the Phil and Pat Willis Foundation. A charitable non-profit established to promote philanthropy in Jackson County, Michigan.

Pat's legacy of a client-first approach carries on with her son, Dan Machnik managing partner. Dan's extensive background in the finance industry and dynamic personality makes the journey to being your wealth management partner successful. Educating and providing solutions to all individuals, families, and businesses with their wealth management goals is his driving force. Dan is passionate about helping people build a foundation for financial success!

The entire Willis and Machnik team continues to stand out, be engaged, involved, and respected in our community.

Our purpose is to deliver high-touch, relational service and be a resource for clients by being able to grow with and add value by delivering a collaborative relationship. Our tax-smart planning tools allow us to collaborate and partner throughout the client journey.