IWM Investment Management Traverse City MI
Wealth Management Services In Traverse City MI

Financial service professional excellence!

IWM Financial Investment Team in Traverse City, MI
Steve Fisher, CFP

Steve Fisher, CFP®

Partner and CERTIFIED FINANCIAL PLANNER™ Practitioner. Before entering financial planning, Steve earned his B.S. in Finance from Miami University and launched into a career holding positions as Accounting Supervisor and Assistant Controller for a Fortune 200 Company.

Jay Berger, CFP

Jay Berger, CFP®

Partner and CERTIFIED FINANCIAL PLANNER™ Practitioner. With over 20 years experience in all aspects of wealth management, you may have read Jay quoted in the Wall Street Journal, Barron’s, Bloomberg, Mainstreet.com, the Detroit Free Press or Money magazine.

Scott Hackney, CFP

Scott Hackney, CFP®

Partner and CERTIFED FINANCIAL PLANNER™ Practitioner. Scott brings to IWM over 15 years service to the financial planning industry. Prior to the formation of IWM, he established and operated Hackney Financial Services, LLC, from 1998 to 2010.

Darlene Hlavka, Compliance and Operations

Darlene Rice

Often the first point of contact for our clients, Darlene is a key part of the IWM team. Darlene's professionalism and outstanding interpersonal skills are highlighted in her duties as our client services coordinator and office manager. IWM benefits from her ten-plus years of financial services experience in addition to time spent in the healthcare industry.

Justin Knapp, IWM's Financial Coordinator in Traverse City, MI

Justin Knapp

As Financial Planning & Administrative Support Justin is deeply involved in many areas of IWM operations, from investment analysis and financial plan preparation to website updates and compliance.

Affiliations Links

FPA Member CFP Member
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S.

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