Our Team

Our team approach and years of experience allow us to align our resources around the needs of our clients. Coupled with a priority on service – we make significant impact on their financial and personal lives.

Meet Our Team

Richard B. Weinerman

Financial Planner, Partner

(248) 948-5122

(248) 948-5151

Rick@ImpactFinPlan.com

Rick focuses his service on impacting the financial and personal lives of high net worth clients. For over 35 years, he has provided comprehensive, customized financial analysis and sophisticated strategies to help solve significant...

Jared B. Weinerman, ChFC®, BFA™

Financial Planner, Partner

(248) 948-5151

Jared@ImpactFinPlan.com

Jared and his team empower individuals, families, and business owners to make informed decisions with their money. Using a comprehensive planning process, Jared defines personal objectives, develops customized solutions, and recommends...

Jeri D. Orndorff

Practice Manager

(248) 948-5156

Jeri@ImpactFinPlan.com

Jeri impacts our clients daily. Whether she is working behind the scenes for the team or directly through client interactions, she serves - first, last, and always. She joined Osaic and Rick in 1999, then...

Home Office Resources

Philip S. Blancato

Chief Investment Strategist

Primary Areas of Expertise: Portfolio and risk management, asset allocation, macroeconomic theory, and alternative investments.

Aaron Huntoon, MBA, CRPC®, CBEC®

Director of Planning

Primary Areas of Expertise: Wealth transfer, business succession, and tax efficient transfers.

Michael Raczkowski, J.D., CFP®

Sr. Consultant, Estate Planning and Tax Specialist

Primary Areas of Expertise: Advanced planning case design support, estate planning, tax strategy, legislative updates, government affairs, private placement, and life settlements.

Christopher M. Fromm, CFP®, CBEC® , ChFC®

Sr. Consultant, Business and Tax Planning Specialist

Primary Areas of Expertise: Comprehensive financial planning for the high net worth market.

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