Our Commitment to You

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.

Christopher DeWolfe

    • Managing Partner
    • Senior Financial Advisor
    • PIM Portfolio Manager
    Mr. DeWolfe, Managing Partner of The Investment Consulting Group, co-founded the company in 1999 and has over 20 years of financial services experience.  Chris also holds the titles of Senior Financial Advisor and PIM Portfolio Manager. 

    Chris is recognized by Wells Fargo Advisors Financial Network as a Premier Advisor.  The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production, completion of educational components and professionalism.  He is most interested in strategically and tactically managing investment portfolios. For more on Chris you can visit his LinkedIn Page https://bit.ly/2MrFyFz or visit our Facebook business page at: https://bit.ly/2JCQpyT

    Prior to establishing The Investment Consulting Group, Chris was a Financial Advisor at Morgan Stanley from 1995 to 1999.  Chris holds a B.A. in Finance from the Seidman College of Business at Grand Valley State University (1995) and an Associate of Arts from Northwestern Michigan College (1993).  He also holds Series 7, 24, and 66 (includes Series 65 and 63) registrations.

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    Education

    • Seidman College of Business at Grand Valley State University
    • Northwestern Michigan College

    Jason Franklin

      • Managing Partner
      • Senior Financial Advisor
      Mr. Franklin, Managing Partner of The Investment Consulting Group, co-founded the company in 1999 and has over 20 years of financial services experience.  Jason also holds the title of Senior Financial Advisor.

      Jason advises individuals and their families, both locally and across the country.  He builds investment plans for his clients that will help prepare them for successfully navigating retirement. 

      Jason has been recognized as a Wells Fargo Premier Advisor.  The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production, completion of educational components and professionalism.

      Prior to establishing The Investment Consulting Group, Jason was a Financial Advisor at Morgan Stanley from 1995 to 1999.  Jason holds a B.B.A. from the University of Michigan - Dearborn School of Business (1995).  He also holds Series 7, 24, 31, and 66 (includes Series 65 and 63) registrations.

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      Education

      • University of Michigan - Dearborn School of Business

      Judd Allen

        • Vice President
        Mr. Allen, Financial Advisor at The Investment Consulting Group, has been with company since 2004. Since then, he has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, he has dedicated his career to delivering the personalized investment planning services his clients deserve. In addition, Judd enjoys networking with other professional service providers and leveraging their expertise in local markets. He holds Series 7 and 66 registrations.

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        Mark Ivanovic

          • Financial Advisor
          Mr. Ivanovic, Financial Advisor at The Investment Consulting Group, has been with the company since 2005.  He started with the firm as an intern while attending college and was hired full time upon his graduation.  He graduated from Oakland University with a Bachelor’s Degree with a focus on Business and Communications (2007).  Mr. Ivanovic holds both the Series 7 and 66 registrations.

          He assists with preparing client investment plans while reviewing their overall financial allocation regularly to evaluate the client’s progress toward meeting individual financial goals.  While working with our individual clients, Mark works closely with Jason to make sure all the details of client plans are carried out and implemented.

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          Education

          • Oakland University

          Spencer Schmale

            • Financial Advisor
            Mr. Schmale, Financial Advisor at The Investment Consulting Group has been working with Mr. DeWolfe since 2014.  He holds a Series 7 and 66 registrations.

            Prior to the Investment Consulting Group, Mr. Schmale worked at a U.S. Equities trading firm in Chicago and has previous internship experience at Morgan Stanley, Smith Barney, and Copper Run Capital. Mr. Schmale holds a B.A. in Economics and Management from Ohio Wesleyan University.


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            Education

            • Ohio Wesleyan University

            Kristin Franklin

              • Administrative Assistant
              Ms. Franklin, Administrative Assistant to Jason Franklin at The Investment Consulting Group, has been with the company since 2009. She holds two degrees from Oakland Community College.

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              Education

              • Oakland Community College

              Christina Mack

                • Administrative Assistant
                Christina is an Administrative Assistant to Christopher DeWolfe and Judd Allen at The Investment Consulting Group. She has been with the company since 2019. 

                Christina has many years of customer service experience working for financial advisors affiliated with Ameriprise, Fidelity, Allstate, and Prudential. She also holds a State of Michigan Resident Producer license for Life, Health, and Accident insurance.

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