Broker Check

Our Team

Our Process
Our History

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) 948-5171

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...
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Jared B. Weinerman

Financial Planner, Partner

(248) 948-5151

(248) 948-5171

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...
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Jeri D. Orndorff

Practice Manager

(248) 948-5156

(248) 948-5171

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 Lincoln Financial Advisors and Rick Weinerman in 1999, then...
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Home Office Resources

Robert E. Appel, J.D.*, LL.M., M.B.A. 

Sr. Consultant, Estate Planning and Tax Specialist

Primary Areas of Expertise: Advanced planning case design support, field training, legislative monitoring and reporting, compliance-related business and technical review of sales and marketing material.

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Timothy S. Johnson, J.D.*, CRPC®

Chief Investment Strategist

Primary Areas of Expertise: Fixed Income, Equity Allocations, and Alternative Investments.


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Julia Santullano, J.D.*

Director of Planning

Primary Areas of Expertise: Wealth Transfer, Business Succession, and Tax Efficient Transfers.

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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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