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    Kirk Cassidy | President

    Kirk Cassidy is the president of Senior Planning Advisors and Strategic Investment Advisors. He is a fiduciary who holds a Series 65 securities license, as well as a life insurance license in Michigan and many other states. In addition, Kirk is an advisory board member for a $6.5 billion institutional money management firm.

    Over the years, Kirk has helped thousands of people all over the country retire with a comprehensive retirement plan that best fits their needs. He believes that proper tax planning can help increase asset performance and reduce the chances of outliving their money in retirement without taking on greater risk. As a result, he developed an asset allocation model that provides clients with a roadmap to help preserve and distribute financial assets, while also helping to increase their wealth.

    This model, which integrates guaranteed* income planning, wealth management, tax-minimization strategies, long-term-care planning and legacy planning, makes Kirk a retirement income planning specialist, sought after by high net worth individuals looking for a retirement plan and by other advisors, money managers and licensed agents around the country. A nationally recognized speaker and educator, Kirk also has written a quarterly article for Kiplinger and teaches classes that are held regularly at the University of Michigan, Eastern University, Michigan State University, and Oakland University.

    Kirk has extensive experience in charitable planning and helping clients utilize charitable strategies that allow them to fulfill their philanthropic goals while more effectively managing tax liabilities in retirement. He has been actively involved in a number of charitable organizations, including serving on the boards of directors for the Don Ferrarese Charitable Foundation and the advisory board at United Charitable. In addition, Kirk co-founded the Brent G. Cassidy Family Foundation and has developed and managed a national planned giving program for the Leukemia & Lymphoma Society.

    Kirk and his wife, Jessica, have two children and live in Northville, Michigan.

    *Guarantees are based on the claims-paying ability of the insurance carrier.


    Paul Metler, Psy.D., MBA, CDFA® | President

    Paul Metler is the co-president of Senior Planning Advisors – Ann Arbor, and is an Investment Advisor Representative for Strategic Investment Advisors. He holds a Master of Business Administration degree from the Ross School of Business, University of Michigan, and has 20 years of experience in clinical, academic, administrative and executive leadership positions in public and private health care systems. Paul has developed and managed several businesses in both the private and public sector, serves as adjunct faculty at Western Michigan University and has been a guest speaker and presenter on several topics related to aging within hospital, clinical, governmental and business settings. Paul completed his doctoral training in clinical psychology and completed a postdoctoral psychology fellowship at Northwestern Memorial University Hospital, specializing in older adults. Paul holds a life insurance license in Michigan and a Series 65 securities license.

    Paul has extensive experience working with retirees and their families, helping them cope with the financial challenges that come with aging and the retirement process. He is well-versed in the issues that arise in the aging process, including decisions regarding health care decisions and end-of-life care. He understands and appreciates the financial, physical, psychological and developmental challenges that often occur during the stage of life when an individual transitions from the working years to retirement. For Paul, helping his clients manage the apprehension that may result from this transition into and during retirement is extremely important and is a critical part of working with individuals planning for retirement.


    Josh Jackson | Financial Advisor

    Josh Jackson is an advisor and planner at Senior Planning Advisors and Strategic Investment Advisors and manages our Bloomfield Hills office. He has worked in the financial services industry since 2011. Josh holds a Series 65 securities, as well as a life and health insurance in Michigan. He also holds the RICP® (Retirement Income Certified Professional®) designation from the American College of Financial Services.

    After graduating with a Bachelor of Arts degree in finance from Washburn University, Josh began working on the case design team for a national firm, using a wide variety of strategies to help build income plans for independent financial advisors across the United States. He has assisted in building thousands of retirement income plans that work for each clients' unique situation and eventually became the director of the case design team. With his RICP® designation and expertise he's gained throughout his career; Josh creates custom plans for his clients that help them to accomplish the many different goals they have for their retirement. For Josh, using his extensive experience to help his clients achieve the best retirement possible is his number one goal. Josh and his wife, Kelsey, have one child and live in Madison Heights, Michigan.


    Jessica Cassidy | Chief Operations Officer

    Jessica has worked alongside her husband, Kirk Cassidy, since 2005. In addition to serving as COO of Senior Planning Advisors and Strategic Investment Advisors, Jessica stays busy raising the couple’s two children, Samarra and Trae. She holds a life insurance license in Michigan and is also a Certified Interior Decorator.

    Jessica has raised millions of dollars for many charitable foundations but has focused much of her time on raising funds for the Leukemia & Lymphoma Society, as well as raising awareness of blood cancers and providing patient advocacy.

    Furthermore, Jessica co-founded the Brent G. Cassidy Family Foundation and was honored in Forbes Magazine for the Leukemia & Lymphoma Society’s Light the Night Executive Challenge in 2015 and 2016. She and Kirk also named an LLS research grant after her late father-in-law to advance immunotherapy research with Dr. Carl June at the University of Pennsylvania.


    Rachel Tuel | Vice President of Financial Planning

    As Vice President of Financial Planning for both Senior Planning Advisors and Strategic Investment Advisors, Rachel assists clients in the planning process. She has a bachelor’s degree in accounting from Minnesota State University – Moorhead and has many years of experience in the accounting field as an internal auditor, business manager, and accountant. Rachel and her husband, Pat, have two boys, Matthew and Lucas. In her free time, Rachel enjoys cooking and gardening.


    Don Yaske | CPA

    Don brings a diverse educational background to Senior Planning Advisors. He graduated with a Bachelor of Business Administration in Accounting from the University of Michigan-Dearborn in 1985, and received an MBA in Human Resource Management from Eastern Michigan University in 1995. In 1998, Don further expanded upon his educational credentials by completing the Certified Financial Planning program at Baker College of Business, and is a Certified QuickBooks ProAdvisor. Don has assisted closely held businesses and individuals with tax issues and preparation since 1984.He takes pride in providing personalized service to clients. 


    Jameson Wilson | Client Service Representative Manager

    Jameson is the Client Service Manager for Senior Planning Advisors and Strategic Investment Advisors and has been with the company since 2015. She graduated with a Bachelors of Business Administration degree in Business Finance from Belmont University, and she has been working in the wealth management and financial planning industries for four years. She loves getting to work with clients and helping deliver the best service possible.

    Both Kentucky natives, Jameson and her husband, Matthew, love traveling and spending time with friends and family. When they aren’t doing that, you can find them spending time with their lovable Bassett Hound, Bluebell.


    Krystal Rampersad | Operations Manager

    Krystal began her career in the property and casualty insurance business and holds P&C licenses. She then spent the last decade on the securities side of the financial industry, running an operations team for a large Registered Investment Advisory firm supporting over 450 offices. This experience helped Krystal acquire vast knowledge of operational efficiencies and client service protocol.

    Krystal and her husband, Moses, have two children, Sienna and Leo, who keep them busy outside of work. In her free time, you will find Krystal and her family on the water or the golf course.


    Jake Zagor | Para Planner

    Jake’s background began in tax accounting through multiple internships while attending Eastern Michigan University. Before starting his senior year, he began as an intern at Senior Planning Advisors and Strategic Investment Advisors in hopes of finding a more finance-oriented role with increased client interaction and holistic planning. Upon completion of his dual-major Bachelor of Business Administration degree in Finance and Accounting, he accepted a full-time position working as a member of the financial planning team assisting with client meetings and case design. Here he hopes to continue learning and working to help clients plan for and enjoy retirement. Jake likes to spend his free time with his friends and family golfing, traveling, and being outdoors.


    Michael Masserant | Financial Analyst, APMA

    Michael is a Financial Analyst at Senior Planning Advisors and Strategic Investment Advisors. He is a member of the Financial Planning team and also assists with economic and market research. He has a Bachelor of Business Administration degree with a specialization in Finance from the University of Michigan – Dearborn.

    After college, Michael went right into the investment management/financial planning industry, and continues to enjoy helping clients find peace of mind in preparing for and achieving retirement. He is passionate about providing clients with the best possible holistic plan to meet their financial goals.

    Outside of the office, Michael and his fiancée, Courtney, are avid sports fans and enjoy working on home improvement projects together in their new home.


    Tiffany Wong | Marketing Manager

    Tiffany grew up in the restaurant industry, that's where her knack for customer service stems from. She truly enjoys meeting new people, getting to know them, and helping those in need. Prior to working for Senior Planning Advisors, she worked in insurance industry focusing on property and casualty.

    Tiffany studied communications at Western Michigan University, where she met her husband, Brandon. All free time is spent with their son, Monroe.


    Joan Alexander | Administrative Assistant

    Joan comes from a background in banking and has many years of experience in management, leadership and customer service roles. Joan is excited to be a part of the Senior Planning Advisors team and looks forward to assisting our clients.

    Outside of the office, Joan is a single mother raising at 14-year-old son who loves to play baseball. She also has an adult daughter who works in pediatric diabetes research at Michigan Medicine. She could not be prouder of her children.

    In her spare time, Joan enjoys spending time outdoors working in the garden, going for walks, and enjoying the sunshine and natural beauty of the farming community where she lives.


    Jillienne Kaushal | Client Service Specialist

    Jillienne has a degree in Business Management from Macomb Community College, with continued studies in the same field at Oakland University. She loves working with clients to provide excellent customer service and build healthy relationships that facilitate the best financial service possible. She has over 20 years of experience in client care services.

    In her spare time, she loves caring for her daughter, Anjali, being outdoors, the arts, and traveling. A few of her favorite things include comedies, aquariums, and the beach.


    Cassidy Anderson | Administrative Assistant

    Cassidy is a recent college graduate with a Bachelors of Arts in Marketing from the Broad College of Business at Michigan State University. She currently serves as an Office Administrator for Senior Planning Advisors and Strategic Investment Advisors’ Bloomfield Hills location.

    Cassidy developed her distinguished organization and communication skills from over six years of working in the restaurant industry. She has also individually raised over $10,000 in funds for Michigan State University while serving as a telemarketer for the largest fundraising program in the Big Ten, MSU Greenline.

    In her free time, Cassidy enjoys incorporating sustainability practices into her everyday lifestyle, as well as reading, playing sudoku, and audio engineering.

     

    Strategic Partners


    Marc Wander

    Marc is a partner of the Bloomfield Hills law firm of Witzke, Berry, Carter & Wander, PLLC. Marc has been licensed to practice law in Michigan since 1992. His practice is devoted to estate planning, elder law and business succession planning. He is a former president of the Detroit Chapter of the Society of Financial Service Professionals. Marc is a member of the Probate and Estate Planning Section of the State Bar of Michigan and is a prior chairperson of the Oakland County Bar Association Tax Committee. He is a frequent continuing education speaker to insurance agents, financial advisors, CPAs and financial industry organizations.


    To schedule a time to discuss your financial future and design a retirement plan, contact us at retire@seniorplanningadvisors.com, or call us at (866) 211-1904 today!



    Meet Kirk Cassidy

    Kirk Cassidy is the president of Senior Planning Advisors and Strategic Investment Advisors. He is a fiduciary who holds a Series 65 securities license, as well as a life insurance license in Michigan and many other states. In addition, Kirk is an advisory board member for a $6.5 billion institutional money management firm. Over the years, Kirk has helped hundreds of people all over the country retire with a comprehensive retirement plan that best fits their needs. He believes that proper tax planning can help increase asset performance in retirement without taking on greater risk. As a result, he developed an asset allocation model that provides clients with a roadmap to help preserve and distribute financial assets, while also helping to increase their wealth.
    learn more about Kirk

    Meet Paul Metler

    Paul Metler is the co-president of Senior Planning Advisors – Ann Arbor, and is an Investment Advisor Representative for Strategic Investment Advisors. He holds a Master of Business Administration degree from the Ross School of Business, University of Michigan, and has 20 years of experience in clinical, academic, administrative and executive leadership positions in public and private health care systems.
    learn more about Paul

    Meet Josh Jackson

    Josh Jackson is an advisor and planner at Senior Planning Advisors and Strategic Investment Advisors and manages our Bloomfield Hills office. He has worked in the financial services industry since 2011. Josh holds a Series 65 securities, as well as a life and health insurance in Michigan. He also holds the RICP® (Retirement Income Certified Professional®) designation from the American College of Financial Services.

    After graduating with a Bachelor of Arts degree in finance from Washburn University, Josh began working on the case design team for a national firm, using a wide variety of strategies to help build income plans for independent financial advisors across the United States. He has assisted in building thousands of retirement income plans that work for each clients' unique situation and eventually became the director of the case design team. With his RICP® designation and expertise he's gained throughout his career; Josh creates custom plans for his clients that help them to accomplish the many different goals they have for their retirement. For Josh, using his extensive experience to help his clients achieve the best retirement possible is his number one goal. Josh and his wife, Kelsey, have one child and live in Madison Heights, Michigan.
    learn more about Josh

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