Frank Cherniawski
Frank holds the CERTIFIED FINANCIAL PLANNER™ designation, issued in 1991 by the Certified Financial Planner Board of Standards, Inc. Frank's out of state registrations and licenses allow him to offer planning services to individuals and businesses in 36 states.
Ciara S.
Ciara is our Financial Paraplanning Qualified Professional™ and assists Frank by providing support in the meeting preparation process, and also helps clients implement their financial plans. She obtained an Associates Degree from Lansing Community College in 2017. When not in the office, she enjoys cooking, hiking, painting and drawing, listening to music and spending time with family and friends.
Ronni K.
Ronni is our Administrative Assistant and supports clients during the application process for life insurance. She also tackles special projects for Wealth Management Institute when needed. She was born and raised in Bear Lake, Michigan and earned a Bachelor's degree from Michigan State University in 2013. When not working, Ronni enjoys crocheting, reading, and spending time with her family.
Brittany R.
Brittany is our Operations Assistant supporting clients. She was raised in Rockford, Illinois and lives in Sweetwater, Tennessee working remotely for our firm. Brittany earned a Bachelor's degree from Tennessee Wesleyan University in 2009. When not working, Brittany enjoys spending time with her family as well as spinning wool into yarn and knitting.
Alicia S.
Alicia has been a lifelong Lansing resident, aside from a brief residency in Colorado. She earned an Associates Degree from Lansing Community College and for the majority of her career, she worked as a legal secretary. Seeking a change, she now enjoys her position as an Administrative Assistant for Wealth Management Institute. The highlight of her life are her sons and their families. Outside of work, she enjoys traveling, reading, writing and gardening. As a pattern tester, she has made quilts that have been published in quilt books.
Mary P.
Mary has been an Associate at Wealth Management Institute since 2019. She has a Bachelor's of Science in Project Management from SNHU and holds both resident and non-resident Life, Health & Accident Insurance licenses. Mary takes pride in helping others achieve their financial goals. Outside of the office, she likes spending time with family and enjoying new experiences, both near and abroad.
Julia H.
Julia is our Administrative Assistant. She earned her Bachelor's of Science in Business Administration from Central Michigan University, and holds a resident producer license with the State of Michigan for Life, Health & Accident insurances since 2019. Julia strives to provide excellent client support, and when not in office, she enjoys spending time with her family, friends, and working on home projects.
Elizabeth N.
Liz is our Administrative Assistant. She was born and raised in Lansing, Michigan and brings well over a decade of administrative experience. Liz helps clients with organization and support-related tasks and is energized by participating in the process of helping people reach their financial goals. When not in office, she is running around with her children and husband, soaking up every free second to experience life - it's busy, but beautiful!