Broker Check

Our Associates

Our Associates

Dean Thurman

Senior Partner

248.594.8113

dthurman@investwisefinancial.com

For almost 20 years, Dean has been responsible for the development of investment strategies for individuals throughout Southeast Michigan. As co-founder and senior partner of InvestWise Financial, LLC, Dean has made it a personal...

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John Kennedy

Registered Representative

248.594.3458

jmkennedy@investwisefinancial.com

A Senior Representative with InvestWise Financial, LLC, John analyzes client portfolios and actively works alongside investors in the implementation of their accounts during both the accumulation and distribution phases of their lives....

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Kelly L. Boyd

Investment Advisor Representative

248.594.8110

Kboyd@investwisefinancial.com

Kelly Boyd is a 1989 Michigan State graduate who has been a Financial Advisor for over 20 years and in the Financial Services industry for over 25 years. Kelly's success in the industry has stemmed from basic financial principles and...

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Scott C . Rooney

Investment Advisor Representative

248.594.3461

srooney@investwisefinancial.com

As a Registered Representative, Scott understands the importance of planning for the future through setting goals, then implementing strategies to help clients reach them. Knowing how intimidating financial planning can be, he strives...

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James Uh

Registered Representative

248.594.7904

jamesuh@investwisefinancial.com

James obtained his Bachelor of Arts degree in Finance from the Eli Broad College of Business at Michigan State University. Since graduating from Michigan State, James had spent most of his career at one of the Michigan's largest...

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Kurtis Beethem, AIF®

Registered Representative

248.594.7020

kbeethem@investwisefinancial.com

Kurtis obtained his Bachelor of Arts degree from the Eli Broad College of Business at Michigan State University while working as an intern at InvestWise Financial prior to becoming fully licensed. As Vice President of Retirement Plan...

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