Robert L. Wink Jr.

Co-Founder | Advisor
Primary Role: Financial Advisor with a Fiduciary Obligation

Bob is the Co-Founder and Owner of Summit Financial Consulting, LLC., a holistically run financial planning practice in Sterling Heights, Michigan. He began his working career as a Mechanical Engineer in the automotive field in the seventies, eventually moving up to an Assistant Project Manager. In 1987, he made the decision to make a career change into financial planning, an area of interest to him since his college days. Bob has always enjoyed teaching clients and colleagues, young and old, the finer concepts of financial planning, and equally important – how to service clients.

In the 32 years, he has been in this business, Bob has touched a countless number of lives and has been able to pass his wealth of knowledge, work ethic, and client-first mentality on to his sons, Ken and Jim. The pride and satisfaction of establishing his highly successful family-owned financial planning practice, and working with his sons on a daily basis, has been more than he ever hoped for. Bob has no plans of retiring at this time due to the fact that he enjoys what he’s doing. It has been a very rewarding career because he truly enjoys helping people. When out of the office, he enjoys spending time with his wife of over 40 years, Bonnie, and their 5 grandchildren. Bob also enjoys golf, hunting, and fishing trips to the Upper Peninsula.

Bob loves stream fishing and feels especially proud when he goes to the UP and occasionally catches more fish than our Finnish relatives.

Kenneth R. Wink

Co-Founder | Advisor
Primary Role: Financial Advisor with a Fiduciary Obligation

Ken Wink is the Co-Founder and Chief Compliance Officer of Summit Financial Consulting, LLC. With over 22 years of experience in the financial services industry, he is deeply knowledgeable and passionate about explaining complex financial concepts in understandable terms.

Ken prepared his first tax return in 1996 while still attending high school at Lutheran High North in Macomb, MI. After graduating with honors from Michigan State University with a B.A. in Finance, Ken obtained his Series 6, Series 7, Series 63, Series 65, Life, Health and Accident licenses. Since his time volunteering as a tutor in high school and college, he has loved simplifying intricate financial principles.

Outside of work, Ken is active in his community and cherishes time with his wife, Nicole, and their two children, Charlotte and Jack. He volunteers on the Finance Committee Board at St. Peter Lutheran Church and School in Macomb, MI. An avid sports fan, Ken plays ice hockey and basketball and takes family road trips to Northern Michigan to enjoy the Great Lakes.

Fun Fact: Ken possesses a hidden talent for singing. He once left an audience in awe at a family wedding by delivering a rendition of Andrea Bocelli’s “Time to Say Goodbye,” sung flawlessly in Italian.

James D. Wink

Co-Founder | Advisor
Primary Role: Financial Advisor with a Fiduciary Obligation

Jim serves as an Advisor and Head of Investment Trading at Summit Financial Consulting. He earned his Bachelor of Science degree in Finance with a General Business minor from Western Michigan University. Early in his career he was able to broaden Summit’s scope of services by obtaining licenses in auto and homeowners’ insurance and further enhance the firm’s ability to provide comprehensive strategies. Holding a Series 7 registration and five other licenses in the securities and insurance industries, Jim possesses extensive knowledge in comprehensive financial planning. Now with over 19 years of experience, Jim takes great pride in helping his clients create and manage an ongoing financial plan based on facts and tailored to their best interests.

Jim’s main personal interests include spending quality time with his wife, Stephanie, and their children, Hallie, Rosalie, and Wesley. They love taking family trips and Jim enjoys coaching his children’s sports teams. His interests extend to music, reading, and community engagement. Jim is a member of his church’s hospitality team and president of the Kaarto Christian School Fund, a charity established to provide a Christian education to families that could use some help.

Fun Fact: Jim has always been an avid athlete and takes great joy in his oldest daughter attending high school and playing basketball at the same school and gym he made his “almost half-court” game-winning shot in.

Zachary A. Bachner, CFP®

Advisor | Head of Investment Research
Primary Role: Financial Advisor with a Fiduciary Obligation

I graduated from Central Michigan University in 2017 with a major in Finance as well as a major in Personal Financial Planning. This 2nd degree sets me apart from a vast majority of financial advisors since the degree was specifically geared toward the financial planning profession. At the time, this was only possible to achieve through a select few schools in Michigan. My degree also allowed me to sit for the CFP® designation exam upon graduation, so I studied and passed this test along with my licensing exams, including the Series 7, Series 63, Series 65, Life & Variable, Health & Accident, and Property & Casualty.

The Wink family exceeded my expectations by far, as they encouraged me and helped me grow through practical application of everything I have learned. They really brought me under their wings and treated me as a part of their family. I have learned to do what is best for the client and always put their interest before my own. These meaningful trust building concepts allowed me to begin building my own book of business while still assisting the Wink’s with what I love to do most – problem-solving for our clients through efficient financial planning strategies.

I married my college girlfriend in 2020 and we currently live in Warren, MI with our dog and cat. We have spent the last few years traveling the world together and are now entering the family planning stages. Between our trips, we love to spend time camping and hiking outdoors. We are quite active and busy, but we also enjoy quiet evenings at home with our family and friends.

Fun Fact: I was captain of the CMU Club Dodgeball team, which led us to three consecutive national title games while earning two All-American awards.

James C. Baldwin

Advisor
Primary Role: Financial Advisor with a Fiduciary Obligation

James is the newest advisor at Summit Financial Consulting. He earned his B.A. in Finance from Michigan State University in 2021. Soon after, he obtained licenses in Series 7, Series 65, Series 63, Variable Annuity Contracts, as well as Life, Health & Accident Insurance.

James brings experience from multiple Fortune 500 companies to the team. He completed two summer internships in the accounting department at DTE Energy and also interned with Fiat-Chrysler in Auburn Hills, managing the company’s Pension Fund as part of their Asset Management Team.

While in college, James was active in several clubs, including the MSU Student Investment Association and the MSU Student Venture Capital Fund Group. Outside of work, James enjoys golf, baseball, basketball, and embarking on various trips and adventures with his friends.

Daniel Ladzinski

Advisor
Primary Role: Financial Advisor with a Fiduciary Obligation

Daniel is currently in the process of becoming a financial advisor at Summit Financial Consulting. He earned a B.S. in Financial Management and Applied Mathematics from Hillsdale College and has obtained licenses in Life as well as Health & Accident Insurance.

Daniel has had experience in multiple wealth management companies in the surrounding area. Each of these positions has helped solidify his desire to serve clients and utilize his background in mathematics to pursue optimal financial plans.

During his time in college, Daniel honed his analytical skills through active participation in the Hillsdale College Applied Mathematics Club. His strong interest in personal investing led him to develop specialized watchlists, alerts, and strategies, demonstrating his ability to create data-driven solutions.

Among his many hobbies, Daniel is an avid multi-instrumentalist. He led the Hillsdale College Big Band on the saxophone, and he is currently delving into the music community of metro Detroit. He is also passionate about soccer, volleyball, disc golf, botany, numismatics, and, most importantly, his Catholic faith, family, and friends.

Contact Us

Summit Financial Consulting LLC

Working With People You Trust.

43409 Schoenherr Road, Sterling Heights, MI 48313

Phone: 586-226-2100
Fax: 586-226-3584
info@summitfc.net

 

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The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Michigan, Florida, Texas or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. All investing involves risk including loss of principal. Past performance does not guarantee future results.

Advisory services are offered through Summit Financial Consulting LLC, DBA Summit Financial Working With People You Trust, an SEC Investment Advisor. Registration with the SEC or being registered as a registered investment adviser does not imply a certain level of skill or training. Summit Financial Consulting LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Summit Health Services, LLC and Summit Insurance Services, LLC. Tax products and services are offered through Summit Tax Services LLC. Summit Financial Consulting LLC, Summit Health Services LLC, Summit Tax Services LLC, and Summit Insurance Services, LLC are affiliated entities.

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