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Who We Are

About Us

Willis & Machnik Financial Services is advisor led and advisor owned. Serving clients for nearly 40 years, our wealth management services are comprehensive, tax-intelligent and tailored for each individual.

We serve businesses and families, and we strive to be a complete wealth management partner for our clients. With special expertise in financial planning, business retirement plans, insurance, tax and more, our advisors are uniquely positioned to address a variety of financial needs.

Our team is comprised of wealth advisors and CPAs, bringing decades of tax-focused experience to guide our clients toward the best possible financial future. With offices located in Jackson, Kalamazoo and Adrian, Michigan, Willis & Machnik is poised for continued expansion. Learn more about partnership opportunities.

Our History

Our History

Our founder Pat Willis served as an investment advisor for 40 years. Her career began in 1983 with Manley, Bennett and McDonald, a regional financial services firm headquartered in Detroit. 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 drive to support her 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 & Machnik team shares Pat’s commitment to community involvement, donating time and resources to impact the places and causes we care about. 

Pat's legacy of a client-first approach remains the driving force of the firm today with her son, Dan Machnik, as senior partner and Mike England as managing partner. With extensive backgrounds in the finance industry and dynamic personalities, they aim to make clients’ wealth management journey both enjoyable and fruitful. In 2024, the firm welcomed Michael Dempsey and Russell Dempsey of Dempsey & Dempsey Financial Services, who have spent decades serving clients with a tax-optimized approach.

The Willis & Machnik team is passionate about helping businesses, families, and individuals build a solid foundation for financial success, which includes providing education, collaboration, and high-touch, relational service.

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