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Our business is built on providing you tools and resources to build financial security. Stay up to date on the latest information from Willis and Machnik.

<h2>21st Annual Uncle Phil's BBQ Fundraiser&#160;</h2>

21st Annual Uncle Phil's BBQ Fundraiser 

Willis and Machnik is thrilled to present the 21st Annual Uncle Phil’s BBQ fundraiser event. Supported by Schlenker’s, Christoff & Sons Floor Covering Inc., and Knight’s Steakhouse.  This is a highly anticipated event every year. The 2021 fundraiser raised over $16,800.  All proceeds from the event will go to the following charities:  Junior Achievement of the Michigan Edge (Jackson, MI), Jackson School of the Arts, and Lumen Christi Catholic School.

The 2022 event is on Thursday, June 23, 2022, 11:30 a.m. – 1:00 p.m. on the Lumen Christi High School Patio – 3483 Spring Arbor Rd. Follow Uncle Phil’s BBQ Facebook page to learn about the chosen charities and the local businesses supporting this great community event.

Fidelity Institutional Advisor Council

Fidelity Institutional Advisor Council

We are honored and privileged to be recognized as a Fidelity Advisor Council member! Our priority will always be providing our clients with outstanding service. Thank you for trusting us and allowing us to be your resource for real-world financial advice.

We are expanding to the Kalamazoo Area

We are expanding to the Kalamazoo Area

We look forward to many wonderful years inspiring our new clients to fruitful financial conversations and complete wealth management services and solutions,” said Dan Machnik, managing partner of Willis and Machnik.

Welcome Kati Sellers&#160;to the team!<br/>

Welcome Kati Sellers to the team!

Kati will manage operations and client relations as the firm looks to expand its presence across southern Michigan.

 

“We’re very excited to have Kati join the Willis and Machnik family,” said Daniel Machnik Managing Partner of Willis and Machnik Financial Services. “We’re confident that her experience and talents will enable our team to continue giving clients strategic financial advice as well as confidence that they have true partners in their journey.”

 

She comes to Willis and Machnik from County National Bank in Hillsdale, Michigan where she spent the past 10 years in roles including Wealth Management Operations Officer. She went on to earn the prestigious Certified Securities Operations Professional (CSOP) certification before becoming the bank’s Trust Operations Officer. The CSOP credential signifies comprehensive training and proficiency in types of securities; regulation and compliance; controls, reconciliation and audit; and industry structures.

 

Sellers is a native to Hillsdale County. She graduated from Reading High School before earning her Bachelor of Science with a dual focus in Finance and General Management from Grand Valley State University. Her professional background equips her to evaluate internal processes and systems to improve firm efficiencies while nurturing positive client experiences. Click learn more for Kati's contact info.

<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 Forbes.com, 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.”

 

ABOUT FORBES COUNCILS

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.


Willis &#38; Machnik Client Spotlight&#160;Ductz 2020 Franchise of the Year

Willis & Machnik Client Spotlight Ductz 2020 Franchise of the Year

 

Congratulations to the Ductz of Mid-Michigan team for being named the 2020 Franchisee of the Year. Keep up the great work!

Mid-Week Market Update 9-29-21

Mid-Week Market Update 9-29-21

     

                   Market Update and Financial Planning in Today's Market | 8/11/2          

Investment Themes Update

Investment Themes Update

Recently, Dan and Mike sat down with Paul De Moor, a VP of Capital Markets Strategy at Fidelity Investments to discuss his Investment Themes Update.  Paul shared valuable insight that helps shape advice we offer our clients and build our actively managed portfolios...

Willis &#38; Machnik Wealth Management Spotlight May, 2021

Willis & Machnik Wealth Management Spotlight May, 2021

In the May 2021 Willis & Machnik Wealth Management Spotlight, Dan Machnik, CFP®  and Mike England bring an update on the economy, the jobs market and interest rates. You also get to meet our new financial assistant Jenna Berkeypile. 

Use these insights to help navigate your financial future or give us a call at 517-784-5556 to discuss your financial planning needs.

Click here to see the video. 

2021 Uncle Phil's BBQ

2021 Uncle Phil's BBQ

Congratulations to the 2021 beneficiaries of Uncle Phil's BBQ.

Jackson School of the Arts
Junior Achievement of the Michigan Edge
Lumen Christi High School

Willis &#38; Machnik Wealth Management Spotlight January, 2021

Willis & Machnik Wealth Management Spotlight January, 2021

In this month's Willis & Machnik Wealth Management Spotlight, Dan Machnik, CFP® and Mike England bring an update focused on what happened in 2020 and what is coming up in 2021.

Use these insights to help you navigate your financial future or give us a call to discuss your financial planning needs. 

Click here to see their video.

Top 75 at Avantax

Top 75 at Avantax

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

Jackson County Chamber of Commerce 111th Annual Meeting

Jackson County Chamber of Commerce 111th Annual Meeting

Congrats to Phil Curtis and the Classic Turning team for receiving the Small Business Person of the Year award at last night's Annual Meeting of the Jackson Chamber sponsored by Willis & Machnik.  

Best Midwest Vacation Spots in 2020.

Best Midwest Vacation Spots in 2020.

Best Midwest Vacation Spots in 2020. Jackson, MI made the list because of BrightWallsJackson. We are proud to have supported this event. Check out our wall "RELAX"

https://www.chicagotribune.com/travel/ct-trav-best-midwest-vacations-2020-0112-20200107-ikjqzagkgnc33bmdztuu3hussu-story.html

Educational Seminar with John Hancock.

Educational Seminar with John Hancock.

Thanks @JohnHancock for hosting an educational seminar with Willis & Machnik Financial Services on 10/15. L-R: Robert Barnes, Regional VP John Hancock; Dan Machnik, Managing Partner W&M; Matt Miskin Market Strategist John Hancock; Mike England, Advisor W&M

BrightWalls Jackson 2019

BrightWalls Jackson 2019

Thanks to Ben Johnston, our artist, at this year's festival for this amazing wall.
It's good to "RELAX".