Advanced Wealth Strategies
We help you to develop your goals.
We design a solution for your goals.
We defend against the everchanging.
Advanced Wealth Strategies
Our firm was established in 2010 and has a unique ability to service those that work for non-profits such as hospitals, universities and K-12 schools. While most advisors can either help you with your employer plan or outside assets, Advanced Wealth Strategies has created the necessary partnerships to be able to help you with all the pieces of your financial puzzle.
Our financial process begins by partnering with you to help establish your specific goals and objectives. Next we help you understand your current situation by organizing what you currently have going towards these goals. Once we know where you are and what you have going towards your goals, we create a custom plan designed to help reach your goals. Our holistic approach provides clients with a high-level overview of how all the pieces come together.
Our financial planning process is more than just managing your assets, its helping you understand how areas such as estate planning, protection planning, legacy planning, and investment planning work together. We believe in the importance of educating our clients to help you make informed decisions. Since life is ever changing, we monitor and track your progress and adjust your financial plans along the way.
How we help you get “from here to there” through our disciplined process.
Meet the Team
Aleia K. MacDonald | firstname.lastname@example.org
CERTIFIED FINANCIAL PLANNER ™
Aleia MacDonald’s career in finance begin in 2002 while completing her BBA from Eastern Michigan University. As a CERTIFIED FINANCIAL PLANNER ™, Aleia has dedicated her career to helping families turn their dreams in to reality. Aleia specializes in working with those seeking retirement planning, accumulation goals, and wealth management.
Aleia is active in both the Livingston and Washtenaw County communities professional and philanthropically. She currently is a member of the Rotary Club of Ann Arbor and is the Lead Assistant Governor for Rotary’s District 6380. Aleia has put her passion for youth and ending hunger by volunteering with Reaching Higher, Gleaner’s Community Food Bank, and Big Brothers Big Sisters.
Aleia, her husband Ryan their son Makai live in Ann Arbor. They enjoy boating, traveling, golfing, and spending as much time as they can together as a family.
Registered Representative of Geneos Wealth Management, Inc.
Nick Urban | email@example.com
Investment Advisor Representative
Nick Urban joined Advanced Wealth Strategies in August 2019 and is an Investment Advisor Representative with the firm. Nick’s primary focus involves para-planning and new client onboarding. Nick graduated from Central Michigan University with honors, obtaining a B.S.B.A in Personal Financial Planning and is on track to attain his Certified Financial Planner designation. Among already receiving the Registered Financial Associate designation from the International Association of Registered Financial Consultants due to national achievements, he is also a member of the Financial Planning Association.
In addition to his full-time advising role, Nick spends time giving back to his alma mater by volunteering at the business college and helping lead students through the Personal Financial Planning program. In his free time, Nick spends it cooking, working out, and enjoying outdoor activities with his family.
Sofia Sylvester | firstname.lastname@example.org
Sofia Sylvester joined Advanced Wealth Strategies in January 2019 as an Executive Assistant to Aleia MacDonald. She has a passion for excellence in customer service and loves the opportunity to bring that passion and experience to the firm and provide our clients with the extraordinary customer experience they deserve. Sofia primary role is handling service requests for our clients, including the account services, transfers, and opening new accounts.
In addition to her full-time role at the firm, Sofia is pursuing a Bachelor of Arts in Psychology. She strives to understand the human experience and the ways she can help improve it for others. Sofia’s outside interests also include dance, non-fiction books, podcasts, and anything that can aid her in the quest to learn more about the world today.
Joann Shmyr | email@example.com
Joann Shmyr joined Advanced Wealth Strategies in November of 2020 as an Operations Associate. Joann graduated with a Bachelor’s degree from Michigan State University’s Broad College of Business with a Major in Finance and a Minor in Insurance and Risk Management in May 2021. She is working towards completing the requirements to become an Investment Advisor Representative and Certified Financial Planner. Joann is currently overseeing our insurance cases, and is instrumental to our new client onboarding process.
Joann is the youngest of seven kids, so when she’s not at work she’s probably spending time with her family or her dog, Lady. Joann’s favorite way to spend her free time is up north at her family’s cottage with family and friends enjoying every season Michigan has to offer. Joann is also an avid cook and plant enthusiast.
Director of Inspiration
Makai was born in 2016 and since then has grown into a very inquisitive young man. He has a strong love of learning, which he channels at Daycroft School where he especially enjoys working in the art and music programs. Always a curious one, Kai is passionate about Legos and constantly seeking to learn how things work together. He continues to foster a love for books and reading, especially when they are science and dinosaur books! Outside of school, Kai feeds his sense of adventure spending time with his family boating and swimming. His ever-growing love of learning and life makes Kai the perfect candidate for our Director of Inspiration.