About Advanced Wealth Strategies

Develop.

We help you to develop your goals.

Design.

We design a solution for your goals.

Defend

We defend against the everchanging.

Advanced Wealth Strategies

About Us

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 Process

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.

Our team

Meet the Team

Aleia K. MacDonald | aleia@advanced-wealth.com

Aleia K. MacDonald | aleia@advanced-wealth.com

CERTIFIED FINANCIAL PLANNER™

There is no greater honor than being someone’s partner and advocate towards their goals. I have the incredible opportunity to work with hundreds of individuals and families who are looking to turn their dreams into reality. I truly believe that with the proper plan in place, you can and will make your dreams come true.

I started my career in finance around 20 years ago and never looked back, there is nothing I would rather do in my life – until I personally retire of course! I am a CERTIFIED FINANCIAL PLANNER™* and have dedicated my life towards helping as many people as possible with financial goals such as retirement planning, business planning, educational planning, and wealth management.

I love my community too! I am active in both the Livingston and Washtenaw County communities professionally and philanthropically. Rotary is a big passion of mine and I am a member of the Rotary Club of Ann Arbor and am the Lead Assistant Governor for Rotary’s District 6380. My passions are primarily geared towards youth and ending hunger. I enjoy volunteering with Reaching Higher, Community Food Banks, and other programs that align with my hope to make a difference in the future leaders of our world!

My husband and our son Makai live in Ann Arbor. We love boating, traveling, golfing, and spending as much time as we can together as a family.

Nick Urban | nick@advanced-wealth.com

Nick Urban | nick@advanced-wealth.com

CERTIFIED FINANCIAL PLANNER™

My passion is to help guide families and individuals to elevate their peace of mind, allowing them to pursue what truly matters most to them in life. I live this through my role as an Associate Advisor with Advanced Wealth Strategies. My primary focus involves partnering with the families that we serve to ensure they stay on track for their personal goals. From a firm level, I am involved with the client onboarding process and vendor relationship management.

I graduated from Central Michigan University with honors, with a B.S.B.A in Personal Financial Planning, and have obtained my CERTIFIED FINANCIAL PLANNER™* designation. I also hold the Registered Financial Associate designation from the International Association of Registered Financial Consultants due to national achievements.

In addition to my full-time advising role, I spend time giving back to my alma mater by volunteering at the business college and helping lead students through the Personal Financial Planning program. In my free time, I enjoy cooking, working out, and doing outdoor activities with my family.

Carol Rathman | carol@advanced-wealth.com

Carol Rathman | carol@advanced-wealth.com

Office Operations Manager

I started working in the financial industry in 2013 and currently serve as the Office Operations Manager. My primary responsibilities include overseeing the new client onboarding process, servicing a portion of the firm’s clients, and ensuring the operations run efficiently at Advanced Wealth Strategies. I pride myself on ensuring your service experience with our firm is exceptional and I utilize my passion for excellence in all areas of my work.

I am thrilled to continue my journey here at Advanced Wealth Strategies. It is exciting to see how everything comes together for our clients and then get the opportunity to watch our families grow. Away from work, I enjoy spending time with my family and friends, which I am a proud mom of one daughter and two sons. Being an Ann Arbor native, nothing beats a cool fall day with the changing colors outside and watching some football. Go Blue!

Joann Shmyr | joann@advanced-wealth.com

Joann Shmyr | joann@advanced-wealth.com

Wealth Management Client Associate

I joined the Advanced Wealth Strategies Family in November of 2020 while completing my Bachelor’s Degree at Michigan State University’s Broad College of Business with a major in Finance and a minor in Insurance and Risk Management. As Wealth Management Client Associate, my responsibilities include meeting preparation, new client onboarding, scheduling, and assisting in financial plans. I have been an aspiring Financial Advisor for as long as I can remember, wanting to follow in my dad’s footsteps to make a difference in so many people’s lives. I have a passion for what I do and truly enjoy doing it.

I am a sister, a twin, an aunt, and a dog mom. I grew up being the youngest of 7! If I’m not at work, you can most definitely find me with my family. I love to travel, but my favorite destination is Northern Michigan. My favorite way to spend the summer is at the lake, and during the winter you can find me hitting the slopes.

Riley Derwich| riley@advanced-wealth.com

Riley Derwich| riley@advanced-wealth.com

Operations Associate

I joined Advanced Wealth Strategies in May of 2021 and currently serve as an Operations Associate. I received a double Bachelor’s degree in Economics and Psychology from Grand Valley State University’s Seidman College of Business with an end goal, to be a Financial Advisor.

My primary responsibilities include brokerage processing, meeting preparation, and assisting with client servicing. Additionally, I’m working toward completing the required licensure to become an Investment Advisor Representative and then plan to pursue my CERTIFIED FINANCIAL PLANNER™* designation. Above all, I am fascinated by the interaction between Psychology and Financial Planning. I hope to one day serve our clients by fostering healthy relationships with money while guiding clients to achieve their wildest dreams.

Apart from work, I love spending time with my friends and family. My favorite time of the year has always been autumn where you can find me at the cider-mills sipping cider and having one too many donuts. During the winter I love snowboarding through the Colorado trees with my girlfriend Jess or dreaming about the classic cars I’ll see at car shows the next summer.

Makai MacDonald

Makai MacDonald

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.

*The program is administered by the Certified Financial Planner Board of Standards Inc. Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates complete studies on over 100 topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning. In addition to passing the CFP certification exam, candidates must also complete qualifying work experience and agree to adhere to the CFP Board’s code of ethics and professional responsibility and financial planning standards.

Contact Us

Visit, Email or Call us today! 

(734) 661-5331

3005 Boardwalk, Suite 101, Ann Arbor, MI 48108

915 N. Michigan Avenue, Suite 107, Howell, MI 48843

M-F: 8:30am-5pm

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