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    Kirk Cassidy | President and CEO

    Kirk Cassidy is the president of Senior Planning Advisors and Strategic Investment Advisors. He is a fiduciary who holds a Series 65 securities license, as well as a life insurance license in Michigan and many other states. In addition, Kirk is an advisory board member for a $6.5 billion institutional money management firm.

    Over the years, Kirk has helped thousands of people all over the country retire with a comprehensive retirement plan that best fits their needs. He believes that proper tax planning can help increase asset performance and reduce the chances of outliving their money in retirement without taking on greater risk. As a result, he developed an asset allocation model that provides clients with a roadmap to help preserve and distribute financial assets, while also helping to increase their wealth.

    This model, which integrates guaranteed* income planning, wealth management, tax-minimization strategies, long-term-care planning and legacy planning, makes Kirk a retirement income planning specialist, sought after by high net worth individuals looking for a retirement plan and by other advisors, money managers and licensed agents around the country. A nationally recognized speaker and educator, Kirk also has written a quarterly article for Kiplinger and teaches classes that are held regularly at the University of Michigan, Eastern University, Michigan State University, and Oakland University.

    Kirk has extensive experience in charitable planning and helping clients utilize charitable strategies that allow them to fulfill their philanthropic goals while more effectively managing tax liabilities in retirement. He has been actively involved in a number of charitable organizations, including serving on the boards of directors for the Don Ferrarese Charitable Foundation and the advisory board at United Charitable. In addition, Kirk co-founded the Brent G. Cassidy Family Foundation and has developed and managed a national planned giving program for the Leukemia & Lymphoma Society.

    Kirk and his wife, Jessica, have two children and live in Northville, Michigan.

    *Guarantees are based on the claims-paying ability of the insurance carrier.


    Paul Metler, Psy.D., MBA, IAR | Financial Advisor

    Paul Metler is the Financial Advisor of Senior Planning Advisors – Ann Arbor, and is an Investment Advisor Representative for Strategic Investment Advisors. He holds a Master of Business Administration degree from the Ross School of Business, University of Michigan, and has 20 years of experience in clinical, academic, administrative and executive leadership positions in public and private health care systems. Paul has developed and managed several businesses in both the private and public sector, serves as adjunct faculty at Western Michigan University and has been a guest speaker and presenter on several topics related to aging within hospital, clinical, governmental and business settings. Paul completed his doctoral training in clinical psychology and completed a postdoctoral psychology fellowship at Northwestern Memorial University Hospital, specializing in older adults. Paul is a fiduciary who has passed the Series 65 securities exam and holds a life insurance license in Michigan.

    Paul has extensive experience working with retirees and their families, helping them cope with the financial challenges that come with aging and the retirement process. He is well-versed in the issues that arise in the aging process, including decisions regarding health care decisions and end-of-life care. He understands and appreciates the financial, physical, psychological and developmental challenges that often occur during the stage of life when an individual transitions from the working years to retirement. For Paul, helping his clients manage the apprehension that may result from this transition into and during retirement is extremely important and is a critical part of working with individuals planning for retirement.


    Josh Jackson, IAR, RICP | Financial Advisor

    Josh Jackson is an advisor and planner at Senior Planning Advisors and Strategic Investment Advisors and manages our Bloomfield Hills office. He has worked in the financial services industry since 2011. Josh is a fiduciary who has passed the Series 65 securities exam and holds a life and health insurance license in Michigan. He also holds the RICP® (Retirement Income Certified Professional®) designation from the American College of Financial Services.

    After graduating with a Bachelor of Arts degree in finance from Washburn University, Josh began working on the case design team for a national firm, using a wide variety of strategies to help build income plans for independent financial advisors across the United States. He has assisted in building thousands of retirement income plans that work for each clients' unique situation and eventually became the director of the case design team. With his RICP® designation and expertise he's gained throughout his career; Josh creates custom plans for his clients that help them to accomplish the many different goals they have for their retirement. For Josh, using his extensive experience to help his clients achieve the best retirement possible is his number one goal. Josh and his wife, Kelsey, have two children and live in Madison Heights, Michigan.


    Michael Masserant, APMA, IAR | Financial Advisor & Financial Analyst

    Michael is an advisor and planner at Senior Planning Advisors and Strategic Investment Advisors, and operates primarily out of our Livonia office. He is a member of the Financial Planning team, and assists the Investment Committee with economic and market research. He also co-hosts The Rundown with Kirk with the goal of providing in-depth retirement education to their viewers. Michael is a fiduciary who holds a Series 65 securities, a life and health insurance license in Michigan, as well as an APMA (Accredited portfolio Management Advisor) designation.

    After receiving his Bachelor of Business Administration degree with a specialization in Finance from the University of Michigan – Dearborn, Michael immediately entered the financial planning industry. He enjoys helping clients find peace of mind in preparing for and achieving retirement, and guiding them past any obstacles they may face along the way. He is passionate about providing clients with the best possible holistic plan to meet their financial goals, and provide a sense of freedom in retirement.

    Outside of the office, Michael and his wife Courtney are avid sports fans and enjoy working on home improvement projects together in their new home.


    Brian Atherton, IAR | Financial Advisor

    Brian is a planner and advisor at Senior Planning Advisors and Strategic Investment Advisors in our Livonia office. He has a Bachelor’s of Science degree in Business Administration from Xavier University with a minor in Economics. Brian is a fiduciary who holds a Series 66 securities license, as well as life and health insurance in Michigan.

    He has worked as a Financial Advisor in the financial services industry since 1994. Brian has extensive financial planning experience working with individuals, families, and business owners as they prepare for retirement. His passion is helping clients as they navigate the journey to achieve their goals in retirement.

    Brian and his wife, Erika, have two daughters, Hannah & Hailey. They live in Rochester Hills with their three rescue dogs, Jax, Otto, and Cooper. Erika is a nature photographer. They enjoy spending their free time outdoors exploring the state.


    Jake Zagor, IAR | Financial Advisor/Financial Planner

    Jake is a Financial Advisor and Financial Planner at Senior Planning Advisors and Strategic Investment Advisors. He works as a fiduciary and member of the Financial Planning team creating new retirement plans and auditing existing plans. He has a dual-major Bachelor of Business Administration Degree in Finance & Accounting from Eastern Michigan University. Jake holds a Series 65 securities license and is also licensed in life and health insurance in Michigan. Jake’s background began in financial services and tax accounting through multiple internships until becoming an intern with Senior Planning Advisors and Strategic Investment Advisors during his senior year at EMU. Here he found a firm that finally combined the pieces necessary to create a truly holistic financial plan. He now enjoys designing unique plans to meet the individual goals of each client. His priority is to provide clients the ability to confidently enjoy retirement. Jake likes to spend his free time with his friends and family golfing, traveling, and being outdoors.


    Rachel Tuel | Vice President of Financial Planning

    As Vice President of Financial Planning for both Senior Planning Advisors and Strategic Investment Advisors, Rachel assists clients in the planning process. She has a bachelor’s degree in accounting from Minnesota State University – Moorhead and has many years of experience in the accounting field as an internal auditor, business manager, and accountant. Rachel and her husband, Pat, have two boys, Matthew and Lucas. In her free time, Rachel enjoys cooking and gardening.




    Jessica Meyers | Financial Planner

    Jessica is part of the Operations and Financial Planning team. She graduated from Florida State University with her Bachelor's degree in Applied Mathematics and minored in Physics. Jessica has many years of experience in the finance industry, as well as working as an internal auditor. Jessica and her husband, Chase, have two sons, Hudson and Harrison. Together they love to travel, spend time outside in the sun, and visit with their friends and family.





    Ally Bogacz | Financial Planner

    Ally is part of the Financial Planning team. She has over 9 years of experience within the financial industry.

    Ally received her Bachelor of Arts in Journalism from the University of Michigan - Flint. She holds her Series &, Series 66, and Life & health Insurance license in Michigan.

    Outside of work, Ally is passionate about the outdoors and is an avid hiker. She currently resides in Royal Oak with her dog, Davey.


    Jessica Cassidy | Chief Operations Officer

    Jessica has worked alongside her husband, Kirk Cassidy, since 2005. In addition to serving as COO of Senior Planning Advisors and Strategic Investment Advisors, Jessica stays busy raising the couple’s two children, Samarra and Trae. She holds a life insurance license in Michigan and is also a Certified Interior Decorator.

    Jessica has raised millions of dollars for many charitable foundations but has focused much of her time on raising funds for the Leukemia & Lymphoma Society, as well as raising awareness of blood cancers and providing patient advocacy.

    Furthermore, Jessica co-founded the Brent G. Cassidy Family Foundation and was honored in Forbes Magazine for the Leukemia & Lymphoma Society’s Light the Night Executive Challenge in 2015 and 2016. She and Kirk also named an LLS research grant after her late father-in-law to advance immunotherapy research with Dr. Carl June at the University of Pennsylvania.


    Mark Zeigler | Chief Compliance Officer

    Mark is the Chief Compliance Officer for Senior Planning Advisors and Strategic Investment Advisors and operates out of our Livonia office. He is a Fiduciary and holds the Series 66 Uniform Securities Agent and Investment Advisor Representative license as well as both the Life, Accident and Health and Variable Contract licenses in Michigan. In addition, Mark is licensed as a Property and Casualty Agent in the State of Michigan. Mark also holds the distinguished Certified Regulatory and Compliance Professional designation issued by the Financial Industry Regulatory Authority (FINRA).

    After receiving his Bachelor of Arts in Political Science degree from Albion College, Mark spent time in both the political and non-profit arenas before finding his calling in Financial Compliance and Regulation. Prior to Senior Planning Advisors, Mark spent six years with a $12 billion dually registered firm, most recently as its Due Diligence Officer. He believes that clients come first and a strong Compliance program should begin and end with their best interest at heart. Mark has extensive experience in analyzing and interpreting complex rules and regulations and prides himself on being able to implement change in innovative ways.

    Mark is both a father and husband. His wife Alyssa is a College Advisor for a local Charter School district in addition to being a Special Education advocate. Mark and his son Jaxson share a love of Ice Hockey and you can find them most nights huddled up watching any game that is on. His dog named Weller is also known to bring chaos to the household. Outside of the office, Mark enjoys playing golf, reading and spending time with his family.


    Krystal Rampersad | Operations Manager

    Krystal began her career in the property and casualty insurance business and holds P&C licenses. She then spent the last decade on the securities side of the financial industry, running an operations team for a large Registered Investment Advisory firm supporting over 450 offices. This experience helped Krystal acquire vast knowledge of operational efficiencies and client service protocol.

    Krystal and her husband, Moses, have two children, Sienna and Leo, who keep them busy outside of work. In her free time, you will find Krystal and her family on the water or the golf course.

         

    Brittany Henson | Operations Specialist

    Brittany is a member of our Operations/Financial Planning team. She has a Bachelor of Business Administration degree with a specialization in Finance from the University of Michigan – Dearborn. After college, Brittany started working in the wealth management/financial planning industry. Her experiences include compliance, system management, and creating & managing processes and procedures.

    Brittany and her husband, Austin, were recently married and bought their first home together. They enjoy taking walks and playing with their rescue pups, Wyatt and Charlie. Brittany also enjoys staying active by taking Barre classes at a local studio and golfing during the warm Michigan summers.

         

    Joan Alexander | Client Services Specialist

    Joan comes from a background in banking and has 30 years of experience in management, leadership, and customer service roles. Joan is excited to be a part of the Senior Planning Advisors team and enjoys assisting our clients in achieving their retirement goals while building lasting client relationships.

    In her spare time, Joan enjoys spending time working in the garden, watching her son play baseball, going for walks, and enjoying the sunshine and natural beauty of the farming community where she lives. Joan has two kids, Joshua and Ashley.


    Lisa Norman | Client Services Specialist

    Lisa has been in the financial services industry for over 25 years. She has been fortunate to have had opportunities to work in many sectors of the industry, from being an Assistant Supervisor of New Accounts to her new favorite role in the industry as a Client Service Specialist.

    Being a first time grandma, her granddaughter helps keep her young and on her toes. Lisa’s other favorite pastimes include cooking and taking nightly walks.




    Charleen Maune | Client Services Specialist

    Charleen is part of the Client Services Associate team here at Senior Planning Advisors. She has a background in Customer Service, Management, and Compliance, all within the financial services industry. She holds a Series 66 securities license, as well as Life, Accident and Health, and Variable Annuities license in Michigan.

    Charleen is a recent transplant from St. Louis, MO to Michigan where she and her fiancé, Skot, recently built a home. Together, they enjoy walking their 3 dogs, kayaking, and exploring their new state. In her free time, she is regularly found training for a marathon or trying a new recipe.


    Bailee Gregg | Client Services Specialist

    Bailee is a part of our client services and operations team. She has 10 years of experience in finance operation and technology, and is currently studying for the Uniform Investment Adviser Law Exam.

    Bailee, her wife Brooke, and their son Asher, live off Whitmore Lake with their two dogs, Harper and Joe. In her free time you can catch her upgrading her Jeep, finding new hiking trails, kayaking, and spending time with close family and friends.



    Tiffany Wong | Marketing Manager

    Tiffany grew up in the restaurant industry, that's where her knack for customer service stems from. She truly enjoys meeting new people, getting to know them, and helping those in need. Prior to working for Senior Planning Advisors, she worked in insurance industry focusing on property and casualty.

    Tiffany studied communications at Western Michigan University, where she met her husband, Brandon. All free time is spent with their son, Monroe.


     

    Brandon Yoder | Media Production Manager

    As the Media Production Manager, Brandon oversees all digital media. He has over 8 years of video production experience, including television commercials, live shows, and film post-production, which comes in handy when creating our Biweekly Thoughts videos. Brandon enjoys spending time with his wife, Tiffany, and their son, Monroe. In his spare time, he has been teaching himself how to play guitar.





    Shawn Srivastava | Office Administrator

    Shawn recently graduated from Michigan State University with a Bachelors in Finance and minoring in Financial Planning and Wealth Management.

    Shawn loves to spend his free time at the gym, playing basketball, and lifting weights. He also enjoys hanging out with friends, traveling, and watching basketball and football.





    Don Yaske | CPA

    Don brings a diverse educational background to Senior Planning Advisors. He graduated with a Bachelor of Business Administration in Accounting from the University of Michigan-Dearborn in 1985, and received an MBA in Human Resource Management from Eastern Michigan University in 1995. In 1998, Don further expanded upon his educational credentials by completing the Certified Financial Planning program at Baker College of Business, and is a Certified QuickBooks ProAdvisor. Don has assisted closely held businesses and individuals with tax issues and preparation since 1984.He takes pride in providing personalized service to clients. 



     

    Strategic Partners


    Marc Wander

    Marc is a partner of the Bloomfield Hills law firm of Witzke, Berry, Carter & Wander, PLLC. Marc has been licensed to practice law in Michigan since 1992. His practice is devoted to estate planning, elder law and business succession planning. He is a former president of the Detroit Chapter of the Society of Financial Service Professionals. Marc is a member of the Probate and Estate Planning Section of the State Bar of Michigan and is a prior chairperson of the Oakland County Bar Association Tax Committee. He is a frequent continuing education speaker to insurance agents, financial advisors, CPAs and financial industry organizations.


    To schedule a time to discuss your financial future and design a retirement plan, contact us at retire@seniorplanningadvisors.com, or call us at (866) 211-1904 today!

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