Here’s who you’re dealing with…

Joseph E. Mackey

Wealth Coach / Member / Visionary

Joe brings over 20 years of experience to the table working with entrepreneurs. He does his best work with visionary business builders who know that there’s more to the game than a strong bottom line: there’s a better life that’s possible for them and those that matter most to them.

Over 28 years of leadership, sales, and management experience in public, private, and non-profit organizations
Joe serves on the Board of Directors for Entrepreneur’s Organization in Detroit and the Board of the South Oakland Citizens for the Homeless. Joe also serves on the New Member Advisory Committee and the Employee Scholarship Soiree’ Committee at the Detroit Athletic Club (DAC).
Joe holds a Bachelor of Science Degree from Indiana University and has completed numerous other training programs and courses of study relevant to helping his clients articulate and act on what matters most to them.

Nathan Bohannon, MSF, CFP®, CEPA

Wealth Coach / Member / Integrator

Nathan brings over 20 years of experience working in the personal financial industry. Clients feel a true sense of confidence when he steps in to help them pursue their vision for the future.

Masters of Finance Degree (MSF), Walsh College
Bachelor of Arts Degree in Finance (BA), Baker College
CERTIFIED FINANCIAL PLANNER™ practitioner
Certified Exit Planning Advisor (CEPA)
MBTI^® Certified (Myers-Briggs Type Indicator^®)

John M. Dankovich, JD, CLU®, ChFC®

Wealth Coach / Member

John brings over 30 years of experience to the table working with owners of private companies and established families.

Previous experience as a CPA in public accounting
Planned Giving Advisor Committee for Karmanos Cancer Institute
Juris Doctorate Degree (JD), Wayne State University Law School
Previous experience as an Attorney in private practice in the areas of Taxation, Estate Planning and Closely Held Corporations.
John and his family appeared on the Oprah Winfrey Show to discuss teaching children about money and values.
Planned Giving Advisor Committee for Eastern District of the Salvation Army
Certified Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Bachelor of Arts Degree in Accounting, Western Michigan University
MBTI^® Certified (Myers-Briggs Type Indicator^®)
Collaborating Author and Co-Editor of The Future of You – Providing Clarity Where Life Intersects Wealth

Cassie Beardslee, CFP®, AWMA®

Wealth Coach / Director of Client Service

Cassie has over 10 years of experience in the financial services industry. She is focused on helping families with generational wealth planning, and advanced planning opportunities unique to entrepreneurs and their families.

Bachelors of Science Degree in Physiology, Michigan State University’s Lyman Briggs College
CERTIFIED FINANCIAL PLANNER™ professional
Accredited Wealth Management Advisor^SM

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