Zack’s formal education includes the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning, the Certified Fund Specialist (CFS®) designation from the Institute of Business & Finance, the Certified Income Specialist (CIS®) designation from the Institute of Business & Finance and the Certified Estate and Trust Specialist (CES®) from the Institue of Business & Finance. He graduated from Western Michigan University with a Bachelors Degree in Science and holds securities registrations 7, 24, 63 and 65 through LPL Financial. Zack lives in Portage with his wife Bobbi and has two sons, Zach and Ryan.
Tim McAfee is an educated and dedicated LPL financial advisor guiding individuals and small business owners through the complexities of investment planning, tax compliance and risk management. Tim graduated from Western Michigan University, with a Bachelors in Business Administration degree with a concentration in accounting and from Grand Valley State University with a Master of Science in Taxation degree. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ (CFP®), and Professional Plan Consultant (PPC®).
His career has included stints with both national and local CPA firms and prior to opening his own practice was the tax partner of a large local CPA practice. Tim has been involved in the financial services industry for the past 26 years, specializing in pre and post retirement planning. He is married to Sandra, who also serves as his administrative assistant, and they have four adult children and three grandchildren. He enjoys golf, travel, books, wine and family, not necessarily in that order.
Matthew Jarrell is an Investment Advisor Representative with LPL Financial. His experience includes working with high net worth investors with a focus on medical professionals and small business owners. His investment philosophy is progressive and rooted in the endowment models. Partnering with professional research firms allows Matthew to do what he does best which is focus on the client for service and support. Matthew is a contributing writer for Investopedia, an online information and news source for investors and investment professionals.
- Managing Retirement Assets for High Net Worth Investors
- Retirement Income Planning
- Employer sponsored plans; 401(k), 403(b), SIMPLE & SEP IRA, Payroll deduct IRA, Defined Benefit, Deferred Comp
- Estate Transfer Techniques
- Tax Advantaged Investing
“I enjoy working with families to help guide them through their financial lives whether it means planning for college, retirement income or preserving the family estate for the next generation. By using strategic and structured planning we can create a realistic direction to pursue any goal.”
Matthew was raised in rural SE Michigan and believes in small town values. He is a graduate of WMU and enjoys West Michigan.
Zach grew up in Portage, MI, and enjoys volunteering, sports and spending time with his family.
Bobbi Alkhamis brings a wealth of experience to The Retirement Wealth Management Group as Operations Manager. Her experience in the financial services industry covers regulatory compliance, advertising compliance and many facets of customer service. Prior to joining our firm, Bobbi also worked for The Upjohn Company, bringing her combined customer service experience to more than 30 years.
Bobbi and her husband Zack have been married for 25 years. They enjoy spending time at the lake with their two sons and family barbeques.
Sandra M. McAfee is the Administrative Assistant at The Retirement Wealth Management Group. Prior to joining The Retirement Wealth Management Group in 2010, Sandy began her career as a registered nurse, after having received her education from Holy Cross School of Nursing in South Bend, Indiana, as a medical and cardiac surgical nurse at Borgess Hospital in Kalamazoo, Michigan. Thereafter, she began her second career as a stay-at-home Mom raising four children.
As her children grew, Sandy returned to nursing as an intake/detox nurse at Community Healing Center, formerly Gateway Villa, a residential substance abuse treatment center. These two careers taught her empathy, patience and a genuine concern for others which are so important in dealing with clients as they approach or are already in retirement.
Jackie grew up in Portage, MI, and enjoys being outdoors, drawing and spending time with her family.
Ryan enjoys playing basketball in the Intramural Men’s Basketball League and cooking for his friends and family.