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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Ed Foltz, CFP®

President & Certified Financial Planner™

(810) 471-3732

(810) 471-3870

A veteran of the financial services industry since 1998,Ed became President of Rummel Wealth Management in January 2019. He was the past president of Beacon Financial which merged Rummel Wealth Management. In addition to earning his...

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Marc R. Stasik, AIF®, MBA

Financial Advisor

(810) 471-3732

(810) 471-3870

Marc is a Frankenmuth-based Financial Advisor who puts people in control of their finances by developing comprehensive plans that align their investments and behaviors with their goals. Since 2012, he has assisted clients ranging from...

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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...
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Peter Timmerman, CFP®, AIF®


Peter Timmerman founded The Beacon Financial Group, Inc. in the 1990s and helped hundreds of clients meet their unique financial goals during his career. While Peter passed away in August of 2017, we continue to serve clients with many...

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