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<strong>Daniel M. Machnik, CFP&#174;, CIS<sup>TM</sup>, Accepted into Forbes Finance Council</strong>

Daniel M. Machnik, CFP®, CISTM, Accepted into Forbes Finance Council

Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms

10/04/2021 — Daniel M. Machnik, CFP®, CISTM, Wealth Management Advisor and owner of Willis & Machnik Financial Services in Jackson, Michigan has been accepted into the prestigious Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management, and investment firms.

Dan was vetted and selected by a review committee based on the depth and diversity of his experience. Criteria for acceptance include a track record of successfully impacting business growth metrics, as well as personal and professional achievements and honors. 


“We are honored to welcome Dan into the community,” said Scott Gerber, founder of Forbes Councils, the collective that includes Forbes Finance Council. “Our mission with Forbes Councils is to bring together proven leaders from every industry, creating a curated, social capital-driven network that helps every member grow professionally and make an even greater impact on the business world.”


As an accepted member of the Council, Dan will connect and collaborate with other respected local leaders in a private forum. He will also be invited to work with a professional editorial team to share his expert insights in original business articles on, and to contribute to published Q&A panels alongside other experts. 


“Our clients place their trust and confidence in us every day,” Machnik said. “We need to make sure we are inspired to stay on the leading edge of this ever-evolving industry.  I’m honored to be a member of the Council and am excited to have access to more resources that will help us continue to give our clients our very best.”



Forbes Councils is a collective of invitation-only communities created in partnership with Forbes and the expert community builders who founded Young Entrepreneur Council (YEC). In Forbes Councils, exceptional business owners and leaders come together with the people and resources that can help them thrive.


Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRASIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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Jackson School of the Arts
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Top 75 at Avantax

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AS of October 2020, we are proud to announce that Willis & Machnik has achieved a Top 75 office rank within Avantax! Avantax is a nationally recognized Top 15 broker dealer with over 3,500 independent financial professionals.

Why does this matter?

We are here because of the work we do with you every day!  Our clients have helped us reach this distinct position by challenging our financial professionals to help discover solutions to the most sophisticated and important financial issues they may face in life. 

This achievement also means you, our clients, will continue to receive best-in-class products and services. As top advisors and staff at Avantax, we have unique opportunities to participate on industry committees and councils, direct a regional chapter of Avantax financial professionals, serve as mentors, and are always on the leading edge of trends and changes in the financial services industry. 

THANK YOU for helping us hit this milestone. We promise to continue offering you out very best for decades to come. 

The Willis & Machnik Team

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