About Rummel Wealth Management
At Rummel Wealth Management, we offer you a full range of financial products and services. Using the experience of appropriate licensed and registered professionals, tax planning, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges.
Whether you are looking to open your first retirement account or you are needing help with more robust aspects of financial planning, we are able to help you and address your specific needs.
Meet Our Advisors
Cole Stephens
Financial Advisor
Cole Stephens is a seasoned professional in comprehensive financial planning, helping clients across multiple states navigate their financial future. He holds FINRA Series 7 and Series 66 registrations. In addition, Cole is licensed in...
Ed Foltz, CFP™
President & Certified Financial Planner™
(810) 471-3870
Hunter Bernthal
Registered Administrative Associate
Hunter Bernthal supports the back office operations at Rummel Wealth Management. He holds both the Series 7 and Series 66 licenses, as well as life and health insurance licenses. Hunter is currently pursuing a degree in Business at the...
Marc R. Stasik, AIF®, MBA, RSSA
Financial Advisor
Mark Danaho
Operations Manager
As Operations Manager for Rummel Wealth Management, Mark Danaho is responsible for the back office operations, playing an integral role in the continued success of the firm and managing a variety of financial reporting tasks, including...
Committed to Helping You
PROTECT your loved ones.
PLAN for your future.
PURSUE your life goals.
Live with PURPOSE.