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Pat  Willis

Pat Willis

Founder & Wealth Management Advisor

An investment advisor representative for over 35 years and serving clients in the greater Jackson community. I began my career in 1983 with the firm Manley, Bennett, & McDonald, headquartered in Detroit, Michigan. In 1987, I moved my securities licenses to Avantax Investment ServicesSM (formerly  HD Vest Investment Services® ) and became an independent advisor and owner of the current Willis & Machnik Financial Services LLC. I manage assets for institutional, individual, and non-profit clients.