Kenneth Wink is an advisor at Summit Financial Working with People You Trust in Sterling Heights, MI, holding Series 63 and Series 65 designations with 23 years of industry experience. His career includes roles at Summit Tax Services LLC, Gradient Securities LLC, and several entities he manages, such as Kwink, Inc. and Summit Financial Consulting LLC. Outside of his advisory work, he is involved in tax planning, tax return preparation, and health insurance sales through affiliated businesses.
Summit Financial serves a diverse client base including retirees, pre-retirees, trusts, business entities, and retirement plans. The firm offers discretionary asset management, financial planning, ERISA plan services, and insurance products, using model portfolios primarily composed of no-load mutual funds and ETFs with a focus on principal preservation for retirees.