As graduate of Michigan State University I enjoy all things “Green”, MSU sports, spending time with family and friends in the outdoors, and helping clients achieve the highest level of success in their financial endeavors.
I enjoy spending time outdoors at my house in Clarkston with my wife, two kids and dog. My passion is traveling the world to experience all the different landscapes and gain an appreciation for others’ cultures.
Seven working in a financial office prior to joining Aquest Wealth, along with 30 years of personal income tax preparation. Mary Ellen and her husband Don live in Leonard, Michigan. They have a son, daughter & six grandchildren that keep them busy with their activities. She loves spending time with all the grandchildren, traveling with her husband and family along with scrapbooking all their special memories.
Matthew has always had a passion for soccer. He grew up playing for a local club team Waza F.C which was ranked in the top 5 best club teams in the country for a consecutive 4 years in a row. He has recently graduated from Rochester College where he started and play for 4 years, he has been to 3 national championships in the Rochester uniform and plans on carrying the success he had in his soccer career into his professional career.
Jason founded AQuest Wealth Strategies in May 2009 after serving as a financial consultant for the previous nine years. His goal for AQuest is simple: provide personalized financial guidance that meets or exceeds clients’ financial objectives. He is passionate about advancing his knowledge of evolving financial industry to provide proactive counsel that reflects the current environment. Jason has earned the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant and Certified Life Underwriter designations.
A native of Troy, Michigan, Jason earned a Bachelor of Business Administration in Finance Cum Laude degree from Walsh College and a Masters in Business Administration from the DeVos Graduate School at Northwood University. With aspirations for expanding the AQuest footprint in Michigan and creating a financial services franchise, Jason obtained his doctorate degree in business administration from the California Intercontinental University. Through the program, he worked on the conceptualization, research and initial development of a viable franchise expansion plan.
Recognizing his dedication and entrepreneurial spirit, Jason was named to the Investment News magazine's inaugural "40 Under 40" List in 2014. According to the magazine, the project works to "illuminate the future of the financial advice industry by finding the top young talent in the field and sharing their stories." Van Duyn was selected from close to 1,200 nominations and is the only winner from Michigan. He has also been named a 5 Star Wealth Manager as seen in Hour Detroit and DBusiness magazines. Five Star award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2013 Five Star Wealth Managers.
Rod Charles has been associated with the financial services industry for over twenty five years. He has had advanced training in such areas as asset allocation, estate planning, and risk management. He has earned a bachelor’s degree from Western Michigan University and a Master’s degree from Eastern Michigan University.
In addition to working with his own clientele Mr. Charles has trained and supervised numerous financial advisors. More recently he has taught financial planning classes as an adjunct professor and participated in writing test questions for the CFP® national examination as adminsterd by the College of Financial Planning in Denver, Colorado.
Rod and his wife, Karen, live in Oxford, Michigan. He has two children currently attending Michigan State University.
Jonathan currently assists the advisors with client tax planning & research. He is passionate about advancing his knowledge of ever changing taxation issues.
Jonathan has served as a Certified Public Accountant in Michigan for 10 years. As a CPA he has worked in various positions including as the Chief Financial Officer of a local firm. His work with various firms and businesses over the years have resulted in a well-rounded approach to taxation. His goal for his clients was simple: provide proactive tax planning and consulting that meets or exceeds expectations.
Growing up in St. Clair County, Jonathan earned a Bachelor degree in Accountancy from Walsh college with honors. He then earned a Master of Accountancy degree Cum Laude from Walsh College. While finishing his Masters’ he also received the prestigious Walter B. Fisher Award for Excellence in Accounting which is awarded to one graduating accounting student annually. When he is not assisting the advisors with servicing clients, Jonathan teaches accounting and various other business related classes at St. Clair County Community College in Port Huron, MI. Jonathan enjoys reading, gardening, exercising, Tiger Baseball and spending time with his wife Rula.
Rob was born and raised in South East Michigan. His father was an engineer at General Motors while his mother raised Rob and his two sisters. He and his wife April met 1991, married soon after, and have three teenage children. Rob attended Michigan State University where he majored in Political Science, minored in Japanese and Pre-Law and bleeds green and white. Upon graduation in 1993 he became a Stockbroker for Olde Discount Stockbrokers before they were bought out by H&R Block Financial Advisors in 1999. While at H&R Block Financial Advisors he was honored to be a Vice President of Investments, along with winning several outstanding performance rewards. Ameriprise purchased H&R Block Financial Advisors in 2008, where he continued to excel and transition his practice toward financial planning. He joined LPL Financial as an Aquest Wealth Strategies advisor in 2015 because he believes that being independent will allow him to have a more laser focus on providing the most appropriate products and services for his clients.
In his free time, Rob enjoys everything that the great state of Michigan has to offer. He likes he take the family camping, hiking, travelling to Northern Michigan to visit his wife’s family and hunt for the elusive Morel mushroom.
Rob wants his clients to know the he strives to be the best Financial Advisor. His main professional motivation is to create long-lasting relationships and help them navigate the financial changes that pop up life happens. Rob deeply cares about his clients’ future, and believes that with his extensive experience, and the partners at Aquest Wealth Strategies, he offers comprehensive options to suit client’s needs.
Alissa joined AQuest Wealth Strategies as the administrative assistant to the president in July 2012. Prior to that, she started as an intern moving quickly to the operations department for another financial firm.
When not in the office, Alissa enjoys cooking, reading and walking the local trails with her husband.
Six years’ experience working in a financial office prior to joining Aquest Wealth, along with 30 years of personal income tax preparation.
Mary Ellen and her husband Don live in Leonard, Michigan. They have a son, daughter & six grandchildren.
She enjoys spending time with the grandchildren, scrapbooking, and traveling with her husband.
Matthew started as an intern at Aquest Wealth in 2016 and worked part time throughout his senior year. He will graduate with a Bachelors of Business from Rochester College in December 2017. Matthew is committed and passionate about his future in the financial services industry helping people pursue their financial goals. Holding the position as a Client Service Associate, Matthew is eager to help Aquest Wealth Strategies’ provide their clients a world-class experience.
Securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IN,IL,TX,MI,NC,AZ,VA,FL,OH,CO