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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.
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Jay Berger, CFP®
Partner and CERTIFIED FINANCIAL PLANNER™ Practitioner. With extensive 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.
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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.
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Darlene Hlavka
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.
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