Our team has nested where you need us most.
We’ve established offices in both Michigan and Florida, plus we can be available everywhere in between to provide you with the support you need. Getting to know you and your family is one of the sweetest parts of our jobs. And you’ll get to know some of our family members who now work in our offices. We all enjoy meeting your loved ones, learning about your life, and discovering what you need to help your family thrive.
Jackson, MI Team
Jackson Office
David L. Cushard, ChFC®, CMFC™
Wealth Advisor & Managing Partner
Dave began his career as a data analyst and financial planning specialist in 1994. Pursuing his passions, Cushard and his team have built a thriving wealth management firm built upon the foundation of intelligent investment and risk management portfolio building, experienced financial planning and a holistic approach to helping each client achieve their personal and family goals.
As a member of Mensa, Dave enjoys solving puzzles including financial scenarios with complex analysis, unique situations, trusts, nonprofits and businesses.
In his free time, Dave enjoys beekeeping, cycling, disc golf and travel with his wife, Shannon, and their 7 children and 4 grandchildren.
Jeffrey Sirola, CFP®, CRPC®
Wealth Advisor & Senior Partner
As a Financial Advisor and Senior Partner, Jeffrey works directly with clients and collaborates closely with his team to help individuals and families reach their financial goals. With over 13 years of experience, he combines a strong understanding of the markets with a genuine interest in helping people make informed, confident financial decisions.
Jeffrey began his career in May 2012 and holds both the CERTIFIED FINANCIAL PLANNER® certification and Chartered Retirement Planning Counselor (CRPC) designation. He studied business at Jackson Community College and Western Michigan University, building a foundation that continues to guide his client-focused approach today.
Originally from Brooklyn, MI, Jeffrey now lives at Lake Somerset with his wife, Jessica, their two daughters, and their three cats—Harvey, Henry, and Birdie—who keep the family entertained. Outside of work, he enjoys spending time with family and friends, taking on home projects, vacationing, and spending as much time outdoors as possible. Whether it’s a day out on the lake or a backyard get-together, Jeffrey values the moments shared with the people who matter most.
Justin Pruitt
Practice Operations Coordinator
As a Practice Operations Coordinator with two years of experience, Justin enjoys helping individuals and families feel confident about their financial future.
Justin earned his Bachelor of Science in Business Administration from Central Michigan University. Outside the office, he loves spending time with his wife, Tori—who is a pediatric physical therapist—their two lively boys, and their two dogs. Whether he’s cheering on his favorite football or hockey team, smoking meats, cooking up something new, or gathering for a family board game night, Justin values the simple moments that make life rich.
Jessica Sirola
Director of Client Services
As Director of Client Service, Jessica works closely with the advisors to help ensure every client receives the attention and support they deserve. From keeping the office organized and compliant to assisting clients directly, she’s dedicated to making sure each person feels cared for and valued.
Jessica joined the team in April 2015 and brings over ten years of experience to her role. She earned her bachelor’s degree in Business and Accounting from Siena Heights University and her MBA from Northwood University.
Originally from Clark Lake, MI, Jessica now enjoys life at Lake Somerset with her husband, Jeff, their two daughters, and their three cats—Harvey, Henry, and Birdie. When she’s not at work, you’ll likely find her outdoors soaking up the sunshine, taking walks, reading a good book, or spending time with family and friends. Whether it’s a vacation adventure or a cozy day at home with her girls, Jessica cherishes every moment spent with the people she loves.
Margaret (Peggy) Cushard
Office Manager
As Office Manager, Peggy keeps the office running smoothly by handling everything from answering phone calls and scheduling appointments to managing bills and ordering supplies. With 13 years of experience, she brings warmth, organization, and a friendly energy to the team every day.
Peggy loves connecting with clients and helping them feel welcome and well taken care of from the moment they call or visit the office. Her genuine care and attention to detail help ensure both clients and colleagues always have the support they need.
She lives with her husband and their two Labrador Retrievers, Daisy and Triton. Outside of work, Peggy enjoys dog training, crocheting, and curling up with a good book. Her thoughtful, caring nature makes her a valued and trusted part of the team.
Tallahassee, FL Team
Tallahassee Office
Wesley E. Mullins, ChFC®, CLU®
Wealth Advisor & Managing Partner
Since 1993, Wesley Mullins has provided comprehensive financial guidance to individuals and families seeking clarity and confidence in their financial futures. As a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®), Wesley offers more than three decades of experience in retirement income planning, wealth preservation, and goal-based financial strategies.
A graduate of Florida State University, Wesley specializes in helping retirees and pre-retirees maximize spending potential in retirement while maintaining long-term financial confidence. He also works with younger families pursuing multiple objectives, such as education funding and long-term wealth accumulation.
Wesley believes financial planning is a lifelong process built on clarity, focus, and trust. His mission is to empower clients to make informed, value-based decisions that help support their goals and enhance their quality of life.
Outside the office, Wesley enjoys traveling with his wife, Amy, and spending time with their three children—Ashley, Makenzie, and Reagan—and their dogs, Nike and Dansby. He is an enthusiastic Florida State Seminoles fan and Booster, and follows the Atlanta Braves, Jacksonville Jaguars, and Orlando Magic. In his free time, he enjoys skiing and mountain biking.
Heather Policht
Relationship Manager
As a Relationship Manager, Heather helps advisors support clients are on the right path toward pursuing their financial goals. With four years of industry experience, she enjoys building relationships and helping people feel confident and cared for as they plan for the future.
Heather’s passion for this work began through family business, where she was inspired by her dad’s example and the meaningful role financial guidance plays in people’s lives. She earned her bachelor’s degree from Central Michigan University.
Originally from Jackson, MI, Heather now lives in Leslie with her husband and their two daughters. Outside of work, she loves spending time with her family, reading, and enjoying the simple moments that make weekends special.