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Dan Machnik, CFP® CIS™

Dan Machnik, CFP® CIS™

Senior Partner

I graduated with a bachelor’s degree in business from Western Michigan University. I lived in Chicago, where, for nine years, I gained experience in the finance field.

I returned to the Jackson community in January of 2007 to join my mother, Pat Willis, as Managing Partner at Willis & Machnik Financial Services, LLC. I have since obtained the professional designations of CERTIFIED FINANCIAL PLANNERTM professional and Certified Income Specialist. I am a member of the Forbes Finance Council, where I lead the Taxes & Investment Group, and I also serve on the Avantax Advisor Council, comprised of Financial Professionals selected by Avantax leadership.

My wife Angela and I live in Summit Township with our daughter Olivia.