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Roger M

PFS™, Series 63

Grand Ledge, MI

Focus Partners Wealth, LLC

Roger Millbrook Jr. is a financial advisor with Focus Partners Wealth, LLC, holding the PFS™ and Series 63 credentials and bringing 16 years of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Siena Wealth Advisors. Outside of advising, he has longstanding involvement with Siena Accounting, CPA, PLLC. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s approach combines active and passive investment strategies within a tax- and fee-sensitive framework and includes access to specialized private funds and legacy strategies from multiple mergers.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Noam D

Series 63, Series 65

Grand Ledge, MI

Focus Partners Wealth, LLC

Noam Drews is a financial advisor at Focus Partners Wealth, LLC with Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Exelon Corporation and several other companies outside the financial services sector. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Stephen H

Grand Ledge, MI

Focus Partners Wealth, LLC

Stephen Hicks is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Siena Wealth Advisors, as well as legal practice through his own law office. He serves as an adjunct professor in the business department at Lansing Community College. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Blake P

CFP®, Series 65

Grand Ledge, MI

Focus Partners Wealth, LLC

Blake Pokley is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at Buckingham Strategic Wealth, LLC, Sequoia Financial Group, and was self-employed. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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