MBM Wealth Consultants, LLC

Geoffrey Eikmann is a CFA® charterholder with 10 years of industry experience. He is currently with MBM Wealth Consultants, LLC, where he has worked since 2023. His prior experience includes roles at Stifel, St. Louis Trust & Family Office, and Moneta Group. MBM Wealth Consultants is an independent advisory firm managing approximately $418 million in client assets for individuals, retirement plans, trusts, and other entities. The firm employs model-based portfolio management and combines fundamental, technical, and cyclical analysis to tailor portfolios using equities, debt, ETFs, options, and other investment vehicles based on clients’ risk and liquidity needs.

Jonathan Ewanio is a financial advisor with MBM Wealth Consultants, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Saxony Securities since 2018 and previously at Scottrade, Inc. from 2014 to 2018. MBM Wealth Consultants is an independent advisory firm managing approximately $418 million in client assets on a discretionary basis. The firm serves individuals, retirement plans, trusts, estates, and other entities, employing a model-based portfolio management approach that incorporates fundamental, technical, and cyclical analysis across various investment vehicles tailored to client risk tolerances and liquidity needs.

Maria Alvarez is a CFP®-certified financial advisor at MBM Wealth Consultants, LLC with 11 years of industry experience. She previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company from 2014 to 2022. Alvarez is also a member and owner of Alvarez Wealth Management, LLC, a business entity for tax purposes. MBM Wealth Consultants is an independent advisory firm managing approximately $418 million in discretionary client assets for individuals, retirement plans, trusts, and estates. The firm employs model-based portfolio management using fundamental, technical, and cyclical analysis across various securities, and offers trustee services and retirement plan consulting.

Matthew Lapides is an investment advisor representative and member of MBM Wealth Consultants, LLC with 21 years of industry experience. He has worked at MBM Wealth Consultants and Purshe Kaplan Sterling Investments since 2013 and is also involved with MBM Insurance Services. Lapides holds Series 63 and Series 65 licenses. MBM Wealth Consultants is an SEC-registered independent advisory firm managing approximately $418 million in client assets for individuals, retirement plans, trusts, and other entities. The firm employs a model-based portfolio management approach using fundamental, technical, and cyclical analysis to construct tailored portfolios across various asset types.

Matthew Westhoff is a CFP® professional with 20 years of experience in the financial services industry. He is a member and Investment Advisor Representative at MBM Wealth Consultants, LLC, where he has worked since 2013, following a prior role at Purshe Kaplan Sterling Investments. Outside of his advisory work, Westhoff serves on the board of Butterflies for Joe, a nonprofit focused on education about drug side effects and impacts. MBM Wealth Consultants is an independent SEC-registered advisory firm managing approximately $418 million in client assets. The firm serves individuals, retirement plans, trusts, estates, and other entities using a model-based portfolio management approach that incorporates fundamental, technical, and cyclical analysis tailored to clients’ risk tolerances and liquidity needs.

Jesse Dusablon is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at TIAA-CREF and Tiaa since 2017 and was previously with Axa Advisors, LLC from 2014 to 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing discretionary management using model and customized portfolios under a fiduciary standard.

Andrew Mc Cluer is a CFP® professional with 12 years of industry experience. He is currently with MBM Wealth Consultants, LLC, where he has worked since 2022. His prior experience includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and The Vanguard Group, Inc. MBM Wealth Consultants is an independent advisory firm managing approximately $418 million in client assets for individuals, retirement plans, trusts, and other entities. The firm employs a model-based portfolio management approach using a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ risk tolerances and liquidity needs.

William Weckback is a CFP® professional with 29 years of experience in the financial services industry. He has been with MBM Wealth Consultants, LLC since 2013 and previously worked at Purshe Kaplan Sterling Investments from 2013 to 2016. Outside of advisory services, he is the sole owner of BW Wealth Consulting, LLC, a business entity established for tax purposes. MBM Wealth Consultants is an independent SEC-registered advisory firm managing approximately $418 million in client assets. The firm serves individuals, retirement plans, trusts, and other entities using a model-based portfolio management approach that incorporates fundamental, technical, and cyclical analysis across various asset types tailored to clients’ risk tolerances and liquidity needs.

Andrew Kowal is a financial advisor at MBM Wealth Consultants, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Buckingham Wealth Partners, Moneta Group Investment Advisors, Cornerstone Wealth Management LLC, and LPL Financial. Outside of his advisory role, he serves as treasurer for the Shenandoah Valley Elementary School Parent Teacher Organization in Chesterfield, MO. MBM Wealth Consultants is an SEC-registered independent advisory firm managing approximately $418 million in client assets. The firm serves individuals, retirement plans, trusts, estates, and other entities, employing a model-based investment approach that incorporates fundamental, technical, and cyclical analysis across various securities tailored to client risk and liquidity needs.