Ed Foltz, Certified Financial Planner™
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 Michigan for Life, Accident, and Health insurance. He is dedicated to serving individuals, from young couples just starting out to pre-retirees looking to enter their next chapter with confidence.
A true advocate for personalized financial solutions, Cole's passion for his work shines through in his commitment to guiding clients' goals & values toward financial independence and security.
Born and raised in Frankenmuth, Cole finds solace in exploring and spending time in the great outdoors with his wife and two daughters.
Ed Foltz, CFP™
President & Certified Financial Planner™
(810) 471-3870
A veteran of the financial services industry since 1998, Ed became President of Rummel Wealth Management in January 2019. In addition to earning his Bachelor of Arts degree in Economics from Alma College in 1996, he received the Certified Financial Planner™ designation from the College for Financial Planning in Denver in 2007.
Working with business owners, corporate officers, and “the couple next door,” Ed has accumulated invaluable experience in personal and business financial planning.
Ed is also the owner of Rummel Benefits Group, Co., whose insurance services complement the financial planning practice of Rummel Wealth Management.
Ed helps clients with values-based plans and ensures all their financial choices and decisions are in alignment with what is most important to them. He is proud of the proven processes allowing clients to gain additional perspective on their financial lives. He is thrilled to work alongside a team of subject matter professionals to help his clients achieve their financial goals for the reasons that matter the most.
Ed holds the appropriate licensing and registrations to assist with life insurance, annuities, disability insurance, long-term care, health insurance, mutual funds, ETFs, stocks, and bonds.
Married with six girls, Ed still finds time after the kids' and grandkids' activities to remain involved in community events through the Frankenmuth Community Foundation and Frankenmuth Rotary Club.
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 registrations, as well as life and health insurance licenses. Hunter is currently pursuing a degree in Business at the University of Michigan–Flint, majoring in Finance with a minor in Economics.
Outside of his academic and professional pursuits, Hunter enjoys staying active through regular exercise, spending time with friends, and watching sports. His diverse interests and strong work ethic make him a well-rounded individual, ready to tackle the challenges of the future in both business and the finance industry.
Registered Administrative Assistant of Cetera Advisors LLC, member FINRA/SIPC.
Marc R. Stasik, AIF®, MBA, RSSA
Financial Advisor
Marc Stasik helps people make smart decisions by simplifying financial advice.
Since 2012, he has helped clients through all phases of life. Marc enjoys working with business owners, and has expertise with pre-retirees. His knowledge of Social Security, the health insurance Marketplace, and Medicare helps clients develop retirement income strategies and retire with confidence.
Prior to his career as a Financial Advisor, he earned a bachelor's degree from the University of Michigan (Ann Arbor) and an MBA from Northwood University's DeVos Graduate School of Management (Midland).
Having a passion for community service, he is a past-President of the Frankenmuth Morning Rotary Club, former Treasurer of St. Lorenz Lutheran Church, and served as a board member of the University of Michigan Alumni Club. With a love for sports and a heart for teaching kids, he also coached football at Frankenmuth High School.
Marc, his wife Lisa, and their two children split time between Oviedo, Florida, and Frankenmuth, Michigan.
Mark Danaho
Operations Manager
Mark Danaho is responsible for the back office operations of Rummel Wealth Management. He plays an integral role in the continued success of the firm by managing a variety of financial reporting tasks, including the processing of documents and trade executions. Mark holds the FINRA Series 7 and Series 63 registrations. He is also licensed in Michigan for accident and health insurance and life insurance.
A veteran of the United Sates Navy, Mark served forward deployed in Italy for his entire enlistment as an Operations Specialist. Mark grew up in Flushing, Michigan, and his wife, Lina, was born and raised in Italy. They have two children and twelve grandchildren. Mark and Lina are passionate about the community, and serve their church as volunteers.