Meet the Team

Our Team

Our Priority is You

Founder Pat Willis served as an investment advisor for 40 years in the greater Jackson community. Her career began in 1983 with Manley, Bennett and McDonald, a regional financial services 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 founder 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. The Willis and Machnik team shares Pat’s commitment to community involvement, donating time and resources to improve the places where our clients live, work, and play.

Pat's legacy of a client-first approach remains the driving force of the firm today with her son, Dan Machnik, as managing partner and Mike England as partner. With extensive backgrounds in the finance industry and dynamic personalities, they aim to make clients’ wealth management journey both enjoyable and fruitful. Dan and Mike are passionate about helping businesses, families, and individuals build a solid foundation for financial success, which includes providing education, collaboration, and high-touch, relational service.