Embark Financial Partners

Roger Garretson is a financial advisor with Embark Financial Partners in Muskegon, MI, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and various insurance agencies. He is a co-trustee of multiple living trusts. Embark Financial Partners provides financial planning and consulting services to individuals, trusts, retirement plans, and business clients. The firm delivers advice through written plans and consultations without managing client assets or taking custody.

Rebecca Novak is a Series 66-licensed financial advisor with LPL Financial, based in Grand Rapids, MI, and has nine years of industry experience. She has held roles at BCS Partners LLC and its affiliated entities, as well as at Waddell & Reed Inc. In addition to her advisory work, Novak is a commissioned notary and serves as a non-variable insurance agent for Embark Financial Partners. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions, supported by an in-house research team, combining large-scale advisory operations with insurance and lending products.

Eric Martinez is a CFP® professional affiliated with LPL Financial, with six years of industry experience. He previously worked at American Century Investment Services, Inc. and has been involved with community organizations such as the YMCA of Greater Kansas City. Outside of his advisory work, he is a co-founder and co-owner of the Kansas City Salsa Company LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and a broad platform that accommodates customized advisory and brokerage services.

William Bohne is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial in Overland Park, KS. He also operates BCS Partners LLC, doing business as Embark Financial Partners, providing financial planning and consulting services as an independent registered investment advisor. Additionally, he manages an insurance agency within BCS Partners, focusing on insurance platform oversight and product due diligence. LPL Financial serves a diverse client base that includes individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a variety of investment delivery options tailored to client needs.

Christian Binger is a CFP® with seven years of industry experience, currently serving at Embark Financial Partners in Muskegon, MI. His prior experience includes roles at Waddell & Reed, Inc and LPL Financial. Outside of his advisory work, he is involved with an insurance agency affiliated with his firm. Embark Financial Partners is a registered investment adviser providing financial planning and consulting services to individuals, trusts, retirement plans, and business clients. The firm delivers advice through written plans and consultations rather than discretionary portfolio management.