Willis & Machnik

Your partner for complete wealth management solutions.

[Willis & Machnik @WillisMachnik]

Our Operations team had an inspiring weekend at the Women in Leadership Conference hosted by SAU! It was an incredible opportunity to celebrate the achievements of women in various industries. Thank you to all the amazing speakers and organizers for such an empowering event!

[Willis & Machnik @WillisMachnik]

Have you made your 2023 contributions? Remember, you have until April 15th. You can still maximize your retirement savings and potentially reduce your taxable income for 2023. Take advantage of this opportunity now! We're here to help you make the most of your financial planning.

[Willis & Machnik @WillisMachnik]

Willis & Machnik is excited to welcome Kelsey Waller to our team! Kelsey brings six years of experience in Wealth Management and a strong passion for building enduring client relationships and ensuring financial well-being. Wishing Kelsey every success in her new role!

[Willis & Machnik @WillisMachnik]

Congratulations to Steve Willbee on being named the Small Business Person of the Year by the Jackson County Chamber of Commerce! Willbee Transit has shown the capacity to withstand the test of time, and Steve has been an integral part of their legacy.

[Willis & Machnik @WillisMachnik]

Willis & Machnik is excited to welcome Baron Davis as our new intern! Baron was awarded the Willis & Machnik scholarship through Spring Arbor University and is currently a Junior studying Financial Planning. We look forward to helping cultivate his career goals!

[Willis & Machnik @WillisMachnik]

As Financial Wellness month continues, CPA Liz Frazier talks about the benefits of financial literacy to your overall health. Now is a great time to take a look at your financial plan. Let us help you get started today! https://t.co/3rUUZnG9qJ

[Willis & Machnik @WillisMachnik]

January is financial wellness month, a great time to refocus and reset your goals to ensure financial success! Take a look at this Forbes article discussing 3 ways to help boost your financial wellness in 2024. https://t.co/RV4wjlqSvq

[Willis & Machnik @WillisMachnik]

Willis & Machnik has a proud history of nonprofit involvement, and we look forward to continuing this in the new year! Learn more about how we can help strengthen your nonprofit here.
https://t.co/iK959VC008

[Willis & Machnik @WillisMachnik]

Strong client relationships are not only a founding principal of Willis & Machnik, but imperative to the industry we are in. Click below to read Dan's latest Forbes article and his thoughts on building and maintaining these vital connections. https://t.co/Dp6SsPpTpZ

[Willis & Machnik @WillisMachnik]

Check out Dan's latest article on Forbes and give us a call if we can help answer any questions about the retirement plan for your business!
https://t.co/Vp53Ho9dFc

[Willis & Machnik @WillisMachnik]

We've moved! Our Jackson office has moved to: 408 W. Michigan Ave. Our hours of operations and phone number remain the same. We are excited to share this space with our clients and friends! Visit us between 8:30am - 5pm Monday-Friday or give us a call at [phone].

[Willis & Machnik @WillisMachnik]

Thank you to Jackson Magazine for nominating Willis & Machnik Financial Services as one of the Best Financial Planners! We love being a part of the Jackson community and are honored to receive this recognition. Voting begins today!
https://t.co/NxE9vcNqzp

[Willis & Machnik @WillisMachnik]

Today we welcome Emily Heim to the W&M team. She joins us part-time as our new receptionist to help support the team and answer client questions. Emily is attending Jackson College. In her spare time she coaches cheerleading and loves spending time with her dog Flynn.

[Willis & Machnik @WillisMachnik]

September's edition of Jackson Magazine features an article by our very own Dan Machnik! Take a look as Dan discusses the importance of financial wellness and four key steps to getting you there! https://t.co/yMXNgUhjc4

[Willis & Machnik @WillisMachnik]

Pat Willis, Kati Sellers and Mike England had the pleasure of representing W&M at the Jackson Interfaith Shelter serving dinner this week! We have all truly enjoyed spending some time in this role and we look forward to our continued involvement with the Interfaith Shelter.

[Willis & Machnik @WillisMachnik]

Planning on leaving a legacy for your family? Starting a conversation with them may seem hard, but we are here to help! https://t.co/PZPfdEctCp

[Willis & Machnik @WillisMachnik]

Big things are happening at Willis & Machnik! Follow the link to watch Dan's JTV interview discussing our new building, Uncle Phil's BBQ, and his attendance at the Avantax London Elite Conference. https://t.co/M3KbQjdomE

[Willis & Machnik @WillisMachnik]

Willis & Machnik recently had the opportunity to join together with other Elite firms in London to share our experiences, celebrate successes, and continue to blaze trails for our clients! This was time well spent learning and growing within our Avantax community!

[Willis & Machnik @WillisMachnik]

This Spring, Dan Machnik had the pleasure of serving on the CFP® Board Scholarship Review Panel! This opportunity has helped provide over 350 scholarships since 2016. Best of luck to all the incredible Spring 2023 scholarship applicants!

[Willis & Machnik @WillisMachnik]

Summer is coming! Let us help you plan your perfect summer, while keeping your long-term financial goals in mind! https://t.co/y8ThG3UovL