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Bob is the Co-Founder and Owner of Summit Financial Consulting, LLC., a holistically run financial planning practice in Sterling Heights, Michigan. He began his working career as a Mechanical Engineer in the automotive field in the seventies, eventually moving up to an Assistant Project Manager. In 1987, he made the decision to make a career change into financial planning, an area of interest to him since his college days. Bob has always enjoyed teaching clients and colleagues, young and old, the finer concepts of financial planning, and equally important – how to service clients.

In the 32 years, he has been in this business, Bob has touched a countless number of lives and has been able to pass his wealth of knowledge, work ethic, and client-first mentality on to his sons, Ken and Jim. The pride and satisfaction of establishing his highly successful family-owned financial planning practice, and working with his sons on a daily basis, has been more than he ever hoped for. Bob has no plans of retiring at this time due to the fact that he enjoys what he’s doing. It has been a very rewarding career because he truly enjoys helping people. When out of the office, he enjoys spending time with his wife of over 40 years, Bonnie, and their 5 grandchildren. Bob also enjoys golf, hunting, and fishing trips to the Upper Peninsula.

Bob loves stream fishing and feels especially proud when he goes to the UP and occasionally catches more fish than our Finnish relatives.

Ken Wink is the Co-Founder and Chief Compliance Officer of Summit Financial Consulting, LLC. With over 22 years of experience in the financial services industry, he is deeply knowledgeable and passionate about explaining complex financial concepts in understandable terms.

Ken prepared his first tax return in 1996 while still attending high school at Lutheran High North in Macomb, MI. After graduating with honors from Michigan State University with a B.A. in Finance, Ken obtained his Series 6, Series 7, Series 63, Series 65, Life, Health and Accident licenses. Since his time volunteering as a tutor in high school and college, he has loved simplifying intricate financial principles.

Outside of work, Ken is active in his community and cherishes time with his wife, Nicole, and their two children, Charlotte and Jack. He volunteers on the Finance Committee Board at St. Peter Lutheran Church and School in Macomb, MI. An avid sports fan, Ken plays ice hockey and basketball and takes family road trips to Northern Michigan to enjoy the Great Lakes.

Fun Fact: Ken possesses a hidden talent for singing. He once left an audience in awe at a family wedding by delivering a rendition of Andrea Bocelli’s “Time to Say Goodbye,” sung flawlessly in Italian.

Jim serves as an Advisor and Head of Investment Trading at Summit Financial Consulting. He earned his Bachelor of Science degree in Finance with a General Business minor from Western Michigan University. Early in his career he was able to broaden Summit’s scope of services by obtaining licenses in auto and homeowners’ insurance and further enhance the firm’s ability to provide comprehensive solutions. Holding a Series 7 registration and five other licenses in the securities and insurance industries, Jim possesses extensive expertise in comprehensive financial planning. Now with over 19 years of experience, Jim takes great pride in helping his clients create and manage an ongoing financial plan based on facts and tailored to their best interests.

Jim’s main personal interests include spending quality time with his wife, Stephanie, and their children, Hallie, Rosalie, and Wesley. They love taking family trips and and Jim enjoys coaching his children’s sports teams. His interests extend to music, reading, and community engagement. Jim is a member of his church’s hospitality team and president of the Kaarto Christian School Fund, a charity established to provide a Christian education to families that could use some help.

Fun Fact: Jim has always been an avid athlete and takes great joy in his oldest daughter attending high school and playing basketball at the same school and gym he made his “almost half-court” game-winning shot in.

Let’s build your dream retirement together!