Get to know the Financial Advisors of Retirement Wealth Advisors – the firm that created FormulaFolios:

Jason Wenk

Managing Director
Chief Investment Strategist

Mr. Wenk is the founder and developer of FormulaFolios. After spending several years with Morgan Stanley, Jason decided to create his own firm, Retirement Wealth Advisors, to use his independent research to better serve his clients.

A distinguished expert in quantitative portfolio management, he has been interviewed by a number of national media outlets and has been invited to speak to area universities.  In 2007 and 2008, Thompson/Reuters selected Jason to their Top Advisors list as well as their Top Advisors Under Age 40 list.  Jason lives in Grand Haven, Michigan, and he works from offices in Grand Rapids and Spring Lake, Michigan, as well as Chicago, Illinois.

Josh Davis

Director of Institutional Sales

Josh works directly with Financial Advisors using FormulaFolios throughout the United States. He also is the firm’s liaison with Turnkey Asset Management Providers and Unified Managed Account providers offering FormulaFolios to their end user advisors.

Prior to joining FormulaFolios in 2007, Mr. Davis spent 10 years managing his family’s business, Timber Creek Log Homes, a luxury custom home builder in Northern Michigan.

Josh graduated with honors from Aquinas College with degrees in Business  and Finance.  He lives in Grand Rapids, Michigan and also works out of the Grand Rapids office.

Gerald Sikkenga

Chief Operating Officer
Director

With over 25 years experience in business management, Mr. Sikkenga brings expertise in operations and business organization to FormulaFolios. In addition to overseeing all internal bookkeeping and portfolio accounting, Gerry is a director and shareholder in the firm. He joined FormulaFolios in 2005, and has played a major role in the expansion of both the retail and institutional growth of the firm.

Mr. Sikkenga is a graduate of Calvin College and lives in Spring Lake, Michigan. He works from both our Spring Lake and Grand Rapids offices.

Leonard Rhoades

Investment Advisor

Mr. Rhoades has been with the firm since 2006, and has played a large role in the development and distribution of FormulaFolios. He has over 15 years experience in the financial advisory business. Prior to joining FormulaFolios, Mr. Rhoades was a managing partner of his own private wealth management firm.

Len works directly with individual and institutional clients throughout the United States, with many of those clients living in Western Michigan. He primarily works from our Grand Rapids office and resides in Allendale, Michigan.

Leonard Rhoades is a Registered Representative of and offers securities through Comprehensive  Asset Management and Servicing, Inc (CAMAS).  Member FINRA/SIPC.  2001 Route 46, Suite 506, Parsipanny, NJ  07054, 1-973-394-0404.  CAMAS is not affiliated with FormulaFolios or Retirement Wealth Advisors, Inc.

Jason Crump

Investment Advisor

Mr. Crump has been a personal financial advisor for more than 10 years in Western Michigan.  Prior to joining Retirement Wealth Advisors, he worked as a financial advisor for Fifth-Third Bank and JP Morgan Chase Bank.  Jason regularly contributes to the firm’s blog and podcasts, and is a member of the firm’s Investment Committee.

Jason works primarily from our Jenison and Spring Lake offices, and he resides with his family in Hudsonville, Michigan. He is a graduate of Calvin College in Grand Rapids and is currently working toward his CFP (Certified Financial Planner) designation.

Joel VanWoerkom

Investment Advisor

Mr. Van Woerkom has been with Retirement Wealth Advisors since 2006 after spending 5 years as an elementary school teacher.  Joel works directly with individual investors in retirement planning and investment management.  He is a regular contributor to the firm’s blog and podcasts and is a member of the firm’s Investment Committee.

Joel works primarily from our Jenison and Spring Lake offices, and he lives with his family in Hudsonville, Michigan.  A graduate of Calvin College in Grand Rapids, Mr. Van Woerkom is working toward both his MBA and CFP (Certified Financial Planner)  designations.

 Ronald Briggs, Jr            

 Investment Advisor

Mr. Briggs has been a personal financial advisor for more than 26 years in Southeastern Michigan.  He partnered with Retirement Wealth Advisors in late 2009 at which time he opened our Brighton, MI office.  Ron works directly with individual investors in retirement planning and investment risk management to provide an objective, comprehensive view of their financial status.  Prior to joining Retirement Wealth Advisors, he spent his first 17 years with a fraternal insurance organization. In 2001 Partnered with Money Strategies of Michigan located in Livonia, Michigan in the capacity of a Senior Financial Advisor.   In 2009 he relocated this office to Brighton, MI where he has resided with his family for the last five years.  Ron holds the following securities licenses: 26, 6, 63 and 65

Chris Alberta

Investment Advisor

Closing in on a decade of service in the financial arena, Chris Alberta left Lincoln Financial Securites to work exclusively with our Retirement Wealth Advisors team.  He plays a large role in teaching the Formula Folios system to both consumers and advisors at our workshops in eastern Michigan.  Chris currently holds series 7, 63, and 65 securities licenses as well as Life, Accident, and Health.  Chris resides in Brighton, MI where he lives with his wife Emily and four young children.