YOUR WEALTH

 

Whether you engage us for wealth management, retirement planning, or financial planning the goal remains the same. We will eliminate the complexities of managing the wealth you have worked so hard to achieve and provide you a simple, easy to follow plan so you can focus on enjoying life.

 

YOUR BUSINESS

 

We understand the stress business owners are under to run their companies, support their employees, and spend precious time with their own families. We seek to help experienced business owners bridge the gap between the expertise they have running their unique companies, and the expertise they need to ensure the company (usually an owner’s largest asset) is as valuable as possible in the months and years preceding succession or a sale.


OUR PROCESS

 

The process is focused on delivering consistent, high-quality recommendations. Whether you engage us for wealth management, 401(k) advisory services, or retirement planning, the steps remain the same. The only difference is the type and level of detail needed to accomplish your goals.

First, we must thoroughly understand your present situation (DISCOVERY), and then find out what you want to achieve (DESTINATION). From there, we can develop your recommendations (DESIGN), which we, in turn, put into action (IMPLEMENT). We then measure your results and modify where necessary (MONITOR).

WHO WE ARE

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Rich Tegge

Navigator – “a person who practices, or is skilled in, navigation”

My dad, Richard Sr., was a decorated US Air Force Navigator who successfully guided his crews to destinations around the globe, from the jungles of southeast Asia to the frozen tundras of the north and south poles.   I inherited his passion for navigation, only I develop routes to desired wealth/financial destinations.  In guiding your journey we will define a route through today’s challenging financial landscape that delivers you to your destination.

Each journey requires a thorough understanding of the terrain ahead, including the landmarks and milestones.  Creating a proper road map or flight plan requires a full understanding of your present situation and the destination you desire.  As your navigator, it is my job to anticipate the challenges ahead, advise you of course corrections and make appropriate adjustments.  Together we monitor your progress, allowing you to enjoy the journey.

I have enjoyed the privilege of guiding many successful missions over the past 20 years and am excited about the journeys that lay ahead and the crews I will lead.

When not navigating the financial world, I enjoy the great outdoors of Michigan’s upper peninsula.  Spending time with family and friends in the pursuit of outdoor adventures is where I can be found.  My grandson, two boys and daughter-in-law are at the very center of my compass.

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Jessica Kinonen

At WSG, Director of Operations, Jessica Kinonen, spends her time wearing multiple hats overseeing operations, business development, and 401(k) participant education.  Jessica works closely with business owners and 401(k) administrators to ensure qualified plans are meeting their fiduciary responsibilities, as well as assisting with client service and marketing efforts.

In 2007 Jessica graduated from Northern Michigan University with a degree in Communication Disorders. She has over 10 years’ experience in the financial services industry. Outside of the office, you’ll find Jessica spending time with her husband Greg, her children Henrik and Hattie, and her two stepchildren Mason and Grace.  They enjoy weekend trips to their family farm in Wisconsin and boating on the lake.  Another passion of Jessica’s is her house full of animals.  With a household of four children, four dogs and a cat, there is never a dull moment!

Why I Do What I Do: I love working with our clients.  To me, they are not only clients, but an extended family.  It makes me happy to know that we are helping them pursue the goals they set for themselves, their families and their legacy.

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Katy Vogler

Katy Vogler is a Senior Client Associate at Wealth Strategy Group. Katy is an integral part of the wealth management and retirement planning team.

In 2010 Katy graduated with a bachelor’s degree in accounting from Eastern Michigan University. She has been working in the financial services industry since 2015 and holds her FINRA Series 7 and 66 registrations through LPL Financial. In 2020 Katy earned her Retirement Income Certified Professional designation.

Outside of the office Katy’s greatest joy is spending time with her husband, Kirk, and daughter, Kennedy. As a family they enjoy being outdoors and spending time at the lake. Katy and Kirk are also frequent party hosts! Both are from the metro Detroit area and often have family staying with them for birthdays, holidays or long weekends in the summer.

Why I Do What I Do: I get the greatest satisfaction out of assisting Richard help a client make the most of the wealth they have accumulated. They work hard, they save money, and I want to show them how to make their money work hard for them.

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Ashley Musselman

Ashley Musselman is a Senior Client Associate at Wealth Strategy Group. Born and raised in Michigan’s Upper Peninsula, Ashley has a deeply rooted admiration for a nature and community. After receiving her Bachelor of Arts degree in Communication Studies at Grand Valley State University in 2009, she moved north to Traverse City, MI where she began working in the wealth management industry. Ashley has been actively involved in the community through Traverse City Young Professionals, Big Brothers Big Sisters of Northwest Michigan, Arts for All of Northern Michigan, and many other volunteer programs. With a focus on pursued learning, she received her Master of Business Administration degree from Davenport University in 2019.

Why I Do What I Do: Ashley and her husband, Chris, decided to move back to the U.P. to be closer to family. She is working to become more active in her new community and is currently the President of the Board of Directors for the Marquette County Police & Firefighters’ Fund. In addition to spending time with her family Ashley enjoys camping, re-purposing old furniture, writing, reading, and playing with their dog, Sunny.

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COMMUNITY INVOLVEMENT

 

WSG prides ourselves on our commitment and involvement with the local community.

 

POLICE & FIREMEN’S BALL

January 2020 WSG hosted the third annual Marquette County Police and Firefighters’ Ball to honor our local heroes. With the help of many local businesses, we have been able to raise more than $30,000 in the past three years to gift to various charities and foundations that are near and dear to our local police and firefighters.

ROTARY GOLF OUTING

Every year we are a sponsor for the Rotary/YMCA Golf Outing in June. This is a great event that helps raise money for the Marquette Rotary Club along with the Marquette County YMCA.

 

REAL YOOPERS WEAR PINK 2018

WSG was proud to take part in the Real Yoopers Wear Pink Campaign in October of 2018 for the American Cancer Society. With the help of both individuals and local business, WSG was able to raise over $10,000 for the American Cancer Society!

YMCA ANNUAL CAMPAIGN

WSG is a proud sponsor of the YMCA for Youth Development. We have pledged for the 2018 year to support our local YMCA.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, MD, MI, MO, SC, TX, WA, WI.

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