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Derek P

CFP®, CFA®, Series 66

Caledonia, MI

Aspire Wealth

Derek Prusa is a CFP® and CFA® with 10 years of industry experience. He is a managing partner at Advisor 123 LLC and a managing member of Aspire Wealth, where he serves as a principal and Chief Compliance Officer. His prior roles include positions at Retirement Wealth Advisory and FormulaFolio Investments. Aspire Wealth serves individuals, corporations, charities, and retirement plans with comprehensive financial planning, portfolio management, and consulting services. The firm utilizes an asset-allocation framework combined with tactical asset allocation, fundamental and technical analysis, and proprietary model portfolios to manage investments under discretionary authority.

Income planning Retirement plans for business owners (SEP, solo 401k) Passive / index investing
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Benjamin W

CFP®, Series 63, Series 65

Caledonia, MI

Aspire Wealth

Benjamin Webster is a CFP® professional with 11 years of experience in the financial advisory industry. He is currently a managing member and investment adviser representative at Aspire Wealth and also serves as managing partner of Advisor 123 LLC, where he provides model signals to other advisers. His work history includes roles at Retirement Wealth Advisors, FormulaFolios, and LPL Financial. Aspire Wealth serves individuals, corporations, charities, and retirement plans with financial planning, portfolio management, and retirement-plan consulting. The firm uses an asset-allocation framework combined with tactical allocation, fundamental and technical analysis, and proprietary model portfolios, offering services on a fixed-fee, hourly, or asset-based basis.

Income planning Retirement plans for business owners (SEP, solo 401k) Passive / index investing
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Brian P

Series 65

Caledonia, MI

Aspire Wealth

Brian Platte is a financial advisor at Aspire Wealth in Caledonia, MI, with 10 years of industry experience. He holds a Series 65 designation and has worked with firms including Full Spectrum Retirement Services and Retirement Wealth Advisors. Outside of advisory roles, he serves as president of a technology company, Fynch, Inc., where he oversees operations. Aspire Wealth serves individuals, corporations, charities, and retirement plans with financial planning, consulting, and discretionary portfolio management. The firm uses an asset-allocation framework and proprietary model portfolios incorporating tactical asset allocation, fundamental and technical analysis, and modern portfolio theory.

Income planning Retirement plans for business owners (SEP, solo 401k) Passive / index investing
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Andrew V

Series 65

Caledonia, MI

Aspire Wealth

Andrew Vander Schaaf is a Series 65-credentialed financial advisor with nine years of industry experience. He currently works at Aspire Wealth and Advisor123 LLC, where he holds roles including Director of Business Development. Vander Schaaf previously worked at Retirement Wealth Advisors and FormulaFolios. Aspire Wealth is a team advisory firm serving individuals, corporations, charities, and retirement plans with financial planning, consulting, and discretionary portfolio management. The firm utilizes a multi-strategy investment approach based on asset allocation, tactical adjustments, and proprietary model portfolios.

Income planning Retirement plans for business owners (SEP, solo 401k) Passive / index investing
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Curtis W

CFP®

Caledonia, MI

Aspire Wealth

Curtis Wells is a CFP® at Aspire Wealth with six years of industry experience. He previously worked at Brookstone Capital Management and Regal Financial Group. Curtis also serves as Head of Planning and Investment Adviser Representative at Advisor 123, LLC. Aspire Wealth serves individuals, corporations, charities, and retirement plans with comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of tactical asset allocation, fundamental and technical analysis, and modern portfolio theory, employing proprietary model portfolios under discretionary authority.

Income planning Retirement plans for business owners (SEP, solo 401k) Passive / index investing
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