The Investment Consulting Group

Founded in 1999 | Over 100 years combined experience | 500MM in assets under management*

Boutique investment advisory service practice | Independent advisors

*As of March 1, 2020

Christopher DeWolfe

    • Managing Partner
    • Senior Financial Advisor
    • PIM Portfolio Manager

    Chris DeWolfe is a Managing Partner and co-founder of The Investment Consulting Group and has more than 25 years of experience in the financial services industry. Chris has been recognized as a Premier Advisor. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

    Chris is a PIM Portfolio Manager and among a select group of the firm’s Financial Advisors entrusted to manage client portfolios with discretionary authority in the Private Investment Management (PIM) program. He utilizes a combination of wealth management strategies designed for capital preservation and potential wealth creation. Chris’s investment approach utilizes custom-tailored, actively managed stock and bond portfolios to help clients build, protect, and transition wealth. He has distinguished himself by employing a highly disciplined strategy that adapts to changing markets.

    Chris offers his clients specialized expertise in many areas, including:

    • Multi-generational planning
    • Pre- and post-retirement planning
    • Business advisory and corporate executive services
    • Real estate asset management
    • Legacy and special needs trust services
    • Estate planning strategies
    • Education funding
    • Institutional consulting

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

    Chris and his wife, Stacey, live in Birmingham, MI, with their son, Ethan, and daughter, Ellie. Stacey is actively involved with the children’s schooling and has a love for interior design and real estate. Ellie is a free spirit who enjoys gymnastics, acting, tennis, softball, and, most of all, animals (especially the family's dog, Fisher). Ethan is an old soul who enjoys his athletics and the statistics behind them. In fact, if you want to know any stat on any player in most sports, Ethan has your answer. He plays travel baseball, flag football, and tennis. The DeWolfes enjoy family vacations, family get-togethers (including trips to Grand Rapids), baseball/softball season, and trips to the beach. They are members of the Birmingham Athletic Club, as well as supporters of the Make-A-Wish foundation and those that battle Multiple Sclerosis.

    Click here to download our Investment Process Brochure.

    Education

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

    Jason Franklin

      • Managing Partner
      • Senior Financial Advisor

      Jason Franklin is a Managing Partner and co-founder of The Investment Consulting Group, and he has more than 20 years of financial services industry experience. He has been recognized by Wells Fargo Advisors Financial Network as a Premier Advisor. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

      Jason believes in taking a holistic approach when planning for his clients’ financial future. His primary objective is to provide comprehensive financial advice and portfolio management customized to each client’s unique needs. He offers personalized, goals-based guidance to individuals and their families, both locally and across the country. When working with you to assess your full balance sheet – including investment asset allocation, retirement accounts, estate planning strategies, and insurance policies – Jason provides cohesive recommendations which allow you to properly care for your wealth and your family’s long-term financial well-being for generations to come.

      Jason help his clients stay focused on the importance of developing a flexible investment plan that charts a path for them to accomplish their most important goals during various life phases. He is committed to alleviating clients’ financial concerns and taking the emotion out of investing, and he does so by closely monitoring each plan in order to keep clients from overreacting during periods of market decline and growth.

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

      Jason and his wife, Amy, have been married for more than 25 years, and they have a son at the University of Tennessee Haslem College of Business, as well as two daughters. The family also has two dogs, Savy and Skye, a Cavachon and Cavapoo, respectively. Away from the office, Jason enjoys golf, running, and biking, and he supports many local and national charities, including a children’s outreach program managed by his father, who is a retired minister.

      Education

      • University of Michigan - Dearborn School of Business

      Judd Allen

        • Vice President

        As a Financial Advisor with The Investment Consulting Group, Judd Allen helps clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. A member of the team since 2004, Judd has extensive experience throughout major shifts in the markets, and he has dedicated his career to delivering the personalized investment planning services he believes his clients deserve.

        In addition, Judd enjoys networking with other professional service providers and leveraging their expertise in local markets. He holds the Series 7 and 66 registrations.

        Click here to download our Investment Process Brochure.

        Mark Ivanovic

          • Financial Advisor

          Mark Ivanovic is a Financial Advisor at The Investment Consulting Group and has more than a decade of experience in the financial services industry. He is committed to providing his clients with personalized, goals-based guidance that reflects their investment time horizon, risk tolerance, and objectives. He works with his clients to develop custom-tailored portfolios to meet their priorities throughout each of life’s major stages – accumulation, distribution, and legacy.

          Mark offers specialized expertise in developing long-term asset allocation strategies to minimize risk and maximize potential return, as well as retirement accumulation and income planning, 529 education funding solutions, multigenerational planning, corporate executive services, and inherited IRA and distribution planning.

          His multigenerational investment planning approach allows him to build relationships with clients' families to help them understand the challenges of investment planning and properly managing inherited wealth. Family members get the clarity, confidence, and advice necessary to plan for the responsible stewardship of their family’s wealth over generations.

          Mark graduated from Oakland University with a bachelor’s degree in business and communications, and he holds both the Series 7 and 66 registrations.

          Mark lives in Clawson, MI, with his wife, Krista, and their daughters, Gracie and Brooklyn. His girls are actively involved in soccer, basketball, tennis, and gymnastics, and they are planning to take golf lessons as well. The Ivanovics enjoy going on annual vacations and planning family get-togethers, and they are avid ice cream enthusiasts who go on frequent early evening walks to their local ice cream shop after dinner.

          Education

          • Oakland University

          Spencer Schmale

            • Financial Advisor

            Spencer Schmale is a Financial Advisor at The Investment Consulting Group, and he is dedicated to providing his clients with personalized, goals-based investment planning and guidance for the many different facets of their financial life.

            With nearly 10 years of financial services experience, Spencer utilizes a combination of wealth management strategies designed for capital preservation (defensive) and potential wealth creation (offensive). His investment approach employs custom-tailored, actively managed stock and bond portfolios to help clients build, protect, and transition wealth. He has distinguished himself by employing a highly disciplined strategy that adapts to changing markets.

            Spencer offers his clients specialized expertise in many areas, including:

            • Multi-generational planning
            • Pre- and post-retirement planning
            • Business advisory and corporate executive services
            • Real estate asset management
            • Legacy and special needs trust services
            • Estate planning strategies
            • Education funding
            • Institutional consulting

            Prior to joining The Investment Consulting Group, Spencer worked at a U.S. Equities trading firm in Chicago and has previous experience at Morgan Stanley, Smith Barney, and Copper Run Capital. He holds a BA in Economics and Management from Ohio Wesleyan University. He also holds Series 7 and 66 registrations.

            Away from the office, Spencer enjoys curling at the Detroit Curling Club and golfing. He also appreciates music of all types, loves cooking, and spends time learning about different languages and cultures around the world.

            Click here to download our Investment Process Brochure.

            Education

            • Ohio Wesleyan University

            Kristin Franklin

              • Administrative Assistant

              As an Administrative Assistant at The Investment Consulting Group, Kristin Franklin provides a wide range of client services, including administrative and operational support such as check requests, document processing, and account maintenance. She also processes trades and retirement plan distributions. With more than a decade of experience in the financial services industry, she takes a holistic approach to each client’s individual needs and believes in building caring relationships based on trust and integrity.

              Kristin holds two degrees from Oakland Community College. Away from the office, she enjoys reading and spending time outdoors in nature.

              Education

              • Oakland Community College

              Christine Huebner

                • Administrative Assistant

                Christine Huebner is the go-to person at The Investment Consulting Group for dealing with multiple facets of the team’s operations and client relationships. This includes sales, support, administrative duties, management, compliance, IT, and marketing duties. She also books appointments for portfolio reviews and assists with statements and accounts. Christie is detail-oriented and possesses a deep commitment to client service, making her an invaluable member of the team.

                She holds of Bachelor of Science in Business Administration from Oakland University. Away from the office, Christie enjoys boating, surfing, spending time near the water, and spoiling her beagle mix, Milo. She also grew up playing ice hockey and is now an avid Detroit Red Wings fan.

                Education

                • Oakland University