Our Team

Brenda Welling assists clients in getting organized and prepared for assimilating vital financial planning data. She utilizes the WealthVision® planning technology in partnership with the advisor. Together they create a dynamic, goal-based financial plan for every client. .

Brenda and her husband, Wayne, reside in Lambertville, MI and have four children and three grandchildren.  Together they enjoy their time spent with family, working in the yard, making home improvements, and traveling.  Did anyone say Disney!

After rising in the ranks in global manufacturing, in 2006 Dennis decided to pursue his dream of providing financial planning services to others. Dennis believes in life-long learning and in addition to a BS degree in finance and management, he is registered through LPL Financial with a Series 7 (General Securities) Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law), holds a life and health insurance license and is a Certified Financial Planner ™ (CFP®). [1]

Dennis married his high school sweetheart, Bobbi. They have two children and five grandchildren. Dennis and Bobbi enjoy bicycling and are involved with their church and various service organizations. Dennis is a member of the Maumee Chamber of Commerce and Maumee Rotary.

[1] The CFP® designation, awarded by the Certified Financial Planner Board of Standards, certifies that Dennis has met the CFP Board’s educational, experience, ethical and examination requirements. The rigorous exam covers: Professional Conduct and Regulations, General Principles of Financial Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning and Psychology of Financial Planning.

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As an experienced LPL Wealth Advisor, Michael Short is dedicated to helping clients pursue their financial goals. With over 8 years of experience at JPMorgan Asset Management as a Client Advisor, Michael has honed his expertise in investment strategies, retirement planning strategies, and economic analysis. Prior to his time at JPMorgan Asset Management, he spent several years working at Wells Fargo Private Client Group as a Financial Advisor.

Michael specializes in investment management, retirement planning, employer-sponsored retirement plans, estate planning strategies, and legacy strategies, and offers comprehensive financial advice. He welcomes the opportunity to connect with clients and learn more about their unique financial situations and objectives.