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 with his father-in-law, Norman.
Kenneth R. Wink
Co-Founder | Advisor
Primary Role: Financial Advisor with a Fiduciary Obligation
Ken is the Co-Founder and Chief Compliance Officer of Summit Financial Consulting, LLC. He graduated from Michigan State University with Honors and a B.A. in Finance. He has been licensed in the financial services industry for over 18 years. He prepared his first tax return in 1996. In high school and college, Ken was a tutor. Throughout his career, he has enjoyed teaching clients difficult financial planning concepts in simple terms they can understand. When Ken is out of the office, he enjoys spending time with his wife, Nicole, and their two children, Charlotte and Jack. Ken is the president of the Board of Directors of Abigayle Ministries, a non-profit that provides a Christian home for homeless pregnant women and their babies. He also enjoys playing ice hockey, basketball, hunting, and taking family trips up north.
James D. Wink
Co-Founder | Advisor
Primary Role: Financial Advisor with a Fiduciary Obligation
Jim is an advisor, managing member, and head of trading at Summit Financial Consulting. He received his Bachelor of Science degree in Finance and a General Business minor from Western Michigan University. He is Series 7 registered and holds 5 other licenses in the securities and insurance industries (Series 66, Series 63, Life & Variable, Health & Accident, and Property & Casualty). Jim is a 15-year veteran of the financial services industry and teaches his clients how to improve their financial well-being based upon facts. From the start of his career he adopted a client-first mentality instilled in him by his father, Bob, and appreciates sharing in his client’s challenges and successes. Jim loves to stay active throughout the year whether it’s putting his “Christmas Vacation” lights up for the kids in the winter or opening the pool and BBQ up in summer. His main personal interests include spending time with his wife, Stephanie, and their children, Hallie, Rosalie, and Wesley, and taking family trips when they have the opportunity. He also enjoys coaching his daughter’s basketball team, music, and reading. Jim is also president of the Kaarto Christian School Fund, a charity established to provide a Christian education to families that could use some help.
Zachary A. Bachner, CFP®
Advisor | Investment Research Analyst
Primary Role: Financial Advisor with a Fiduciary Obligation
While I was studying personal finance at Central Michigan University, my end goal was to find a firm that met two very important criteria. First, I wanted a firm that supported and encouraged me as I tackled all of 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 not only encouraged me, but 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. Second, I wanted to find an employer that would not force me to sell specific products and would allow me to do whatever it takes to best serve my clients. Once again, the Wink family blew me away. Being an independent firm, not only means entrepreneurial freedom for the advisors, but it means we are able to use any product available to best assist our clients. Here at Summit, we never have and we never will focus on the commission. Our number one goal is to serve our clients to the best of our abilities.
Contact Us
Summit Financial Consulting
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 Fine Print
Investment advisory services are offered through Summit Financial Consulting, LLC, an SEC Registered Investment Advisor Firm. SEC Registration does not imply a certain level of skill or training. Insurance products and services are offered through Summit Financial Consulting, LLC. Summit Financial Consulting, LLC and its representatives do not render tax, legal, or accounting advice. Summit Financial Consulting, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.