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66 67 68<link rel="shortcut icon" href="i/WealthTrac-favicon-new.png" type="image/x-icon"> 69 70<link rel="icon" href="i/WealthTrac-favicon-new.png" type="image/x-icon"></head> 71 72<body> 73<!-- Banner Code - place at top of page above header 74 <div id="covidBanner" style="background: #c10000; padding: 15px 4%; width: 92%; text-align: center;"> 75 <a href="https://www.wealthtracfinancial.com/contact.php" style="color:#FFF; font-weight: bold; font-size: 16px; text-align: center; text-decoration: none;">We can help you regain control of your financial future. Click HERE to book a phone meeting ASAP!</a> 76 </div> 77 <!-- END BANNER CODE --> 78<div id="header"> 79 <!-- 80 <div id="banner"><p>WE'VE MOVED! 81Please visit our new office location! 8230777 Telegraph Road Franklin, MI 48025</p></div> --> 83 84 <div class="content"> 85 <a href="index.php"><div id="logo"> 86 <img src="https://wealthtracfinancial.com/i/wealthtrac-logo-color-small2.png" / style="padding-bottom: 10px;"> 87 </div></a> 88 89 <div id="nav"> 90 <ul id="menu"> 91 92 <li><a href="team.php">About Us</a></li> 93 <li><a href="financial-services.php">Services</a></li> 94 <li><a href="media.php">In the Media</a></li> 95 <li><a href="news.php">Resources</a></li> 96 <li><a href="#">Community</a> 97 <ul><li><a href="http://wealthtracfinancial.com/giving-back.php">Giving Back</a></li> 98 <li><a href="https://wealthtracfinancial.com/flat-kurt/">Flat Kurt</a></li> 99 <!--<li><a href="https://wealthtracfinancial.com/ambassador-program.php">Ambassador Program</a></li>--></ul> 100 </li> 101 <li><a href="contact.php">Contact Us</a></li> 102 <li><a href="https://wealth.emaplan.com/ema/SignIn?ema/ria/wealthtracfinancial" target="_blank">Client Login</a></li> 103 </ul> 104 </div> 105 106 <div class="headerPhone"> 107 <img src="https://wealthtracfinancial.com/i/phone.png" width="16" height="18" align="absmiddle" style="padding-right: 3px;"/> 248-385-2385 </div> 108 109 <div class="clear"> 110 </div> 111 112 </div> 113</div><div style="background-image:url(i/sub-2.jpg);" id="subPageTop"> 114 <div class="content"> 115 <div class="subTopTextWrap"> 116 <div class="subTopText"> 117 <h1>About Us</h1> 118 </div> 119 120 </div> 121 </div> 122</div> 123 124<div id="subHeadText"> 125 <div class="content"> 126 <div class="subTopTextWrap2"> 127 <div class="subTopText2"> 128 <h2>Hereâs our story. We look forward to hearing yours.</h2> 129 </div> 130 </div> 131 </div> 132 133</div> 134 135 136<div id="subPage"> 137 <div class="content"> 138 139 <div class="subPageLeft left"> 140 <div class="cushycms"> 141 <h1>Wealth Trac Financial</h1> 142 <p>We’re committed to informing and empowering our clients to make smarter financial decisions. Our focus is on comprehensive, tax-advantaged plans that help provide sound preservation of capital, growing income and increased returns with reduced risk. We do this by providing guidance to help you develop an overall retirement income strategy, and we offer a variety of insurance and investment products to help achieve the objectives of that strategy. <br/> <br/> 143 Wealth Trac Financial's business philosophy revolves around experience and knowledge. Every client's situation is unique; there is no one-size-fits-all plan. That's why we place a large emphasis on ensuring that our clients thoroughly understand the various financial vehicles available to them, thus enabling them to make the best choices for their families.</p> 144 <p><br> 145 <div style="clear:both;"></div> 146 <h2><img src="i/kurt-fillmore.png"/>Meet Kurt Fillmore<br><em>Founder & President, Certified Financial Fiduciary<sup>®</sup></em></h2> 147 <p>As the founder and president of Wealth Trac Financial, LLC, Kurt Fillmore is focused on helping clients work toward their financial dreams through a well-thought-out strategy for every stage of life. 148The son of two teachers, Kurt was abruptly thrown into the finance world at 19 years old when his father passed away, leaving Kurt a modest inheritance. Unprepared to deal with this tragic loss, Kurt relied on his father's financial advisor to manage the money. Through tax mismanagement and poor investment choices, Kurt's inheritance was soon cut in half.<br/><br/> 149At the time, Kurt was a student studying Finance at one of the top-ranked business schools in the nation, the Ross School of Business at the University of Michigan in Ann Arbor. He began educating himself on personal financial strategies and the details regarding his own situation. It was then that Kurt decided his goal in life: To use the knowledge he gained to help other families secure their futures and avoid large financial setbacks like he experienced at such a young age.<br/><br/> 150Following graduation, Kurt spent two years as an account executive at CitiGroup, where he managed retirement assets for medical professionals. He was named National Financial Counselor of the Year in 2002 and 2003. Kurt became an independent advisor in 2004, ultimately founding Wealth Trac Financial in 2007. He is a Certified Financial Fiduciary® <!--holds his Series 65 securities registration, -->and holds his Michigan life and health insurance license. 151Kurt makes it his responsibility to thoroughly understand clientsâ goals and dreams and to leverage his knowledge and experience to help clients realize them. He also has been featured in and on multiple national and local news outlets for his industry knowledge, including Forbes, CNN, Consumer Reports, US News & World Report, Detroit FOX-2 News and Kiplinger.<br/><br/>Kurt lives in Bingham Farms, Michigan, with his wife, Erika, and three small children, Dylan, Elliana, and Mason.</p> 152 153<hr> 154 155 <br> 156 157 <h2><img src="i/erika-fillmore.png" class="team"/> Erika Fillmore<br><em>Chief Operating Officer</em></h2> 158 <p>Erikaâs first memory of money was learning about profit at age 7. Embracing the concept, Erika started selling pencil
158s to her classmates. When the school realized their pencil sales had taken a sharp dip, Erikaâs parents were called into the principalâs office. âShe is undermining the schoolâs pencil sale fundraisers by selling pencils,â they said. So Erika switched to selling stickers instead!<br/><br/> 159 160Erika has long held a passion for excellence in all capacities. She grew up in metro-Detroit as a competitive figure skater, training 6 days/week, before and after school for 5 hours/day for years. She graduated Summa Cum Laude from the inaugural class of the International Academy, the #1 high school in the country as ranked by US News and World Report during her years of matriculation. Erikaâs collegiate studies led to Princeton University, where she studied Finance, followed by a fast and furious career on the trading floors of Wall Street before continuing her education in Psychology at the University of Michigan. She has remained in her home state of Michigan ever since.<br/><br/> 161 162Erika is Chief Operating Officer of Wealth Trac Financial and has been with the company since its beginnings. Erika ensures that processes and standards of excellence are maintained through all aspects of operations. With an incomparable attention to detail, Erika can step into any role within the organization as needed with care, grace, and exceptional competence.<br/><br/> 163 164Erika lives in Bingham Farms with her husband, Kurt, and their three children: Dylan, Elliana, and Mason. In her free time, Erika enjoys international travel, photography, cooking, volunteering, and the occasional moment of peace and quiet often elusive with young children. Erika serves as Treasurer on the board for both the Princeton Club of Michigan and the Detroit North Woodward Kappa Kappa Gamma Alumnae Association. She is a founding member and serves on the application committee for Moonshadowâs Spirit, a charity that provides scholarships for individuals seeking eating disorder treatment.</p> 165 166 <div style="clear: both;"></div><br> 167 <hr> 168 169 <h2><img src="i/eric.png" class="team"/> Eric Long<br><em>Investment Analytics Specialist</em></h2> 170 <p>Sparked by the chance to invest in his fatherâs Ameritrade account as a teen, Ericâs interest in finance began early. He experienced both successes and setbacks and quickly learned the value of patience and a desire for deeper knowledge. His curiosity later led him to the Chartered Financial Analyst (CFA) program, and he passed the annual exams in three consecutive years. Now, as an investment analytics specialist, Eric uses his expertise to craft client portfolios that balance risk management with tailored growth strategies.<br/><br/> 171 172Ericâs degree in mathematics from Wayne State University equipped him with analytical skills which, combined with his passion for solving complex problems and fascination of the market, make him a powerhouse in his role at Wealth Trac Financial. His continued dedication to his learning and growth mirrors his advice to clients: âStay actively engaged in your financial future! Retirement planning is an active, ongoing process rather than a one-time decision.â<br/><br/> 173 174When heâs not perfecting his golf swing or ensuring his lawn remains the greenest on the block, Eric spends his time exercising, reading and spending time with family. He is the proud uncle of 13 nieces and nephews, and he stays busy cheering them on at their shows and games. 175</p> 176 <div style="clear: both;"></div><br> 177 <hr> 178 179 <div style="clear:both;"></div> 180 <h2><img src="i/avery-markos.png" class="team"/> Avery Markos, CFP<sup>®</sup><br><em>Wealth Management Advisor<br>CERTIFIED FINANCIAL PLANNER<sup>®</sup></em></h2> 181<!-- <span style="float:left;"><img src="i/CFP-Logo-small.png" style="width:60px;"/> <img src="i/CFP-Logo2-small.png" style="width:60px;"/></span> --> 182 183 <p><em>Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP<sup>®</sup>, CERTIFIED FINANCIAL PLANNER<sup>â¢</sup>, and <span style="display: inline-block;"><img src="i/CFP-Logo2-small.png" style="width:40px;padding:0 5px; margin:0 0 -4px 0;"/></span> in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organizationâs initial and ongoing certification requirements to use the certification marks.</em><br><br> 184 Avery is committed to helping clients develop a holistic financial plan that best meets their retirement goals.<br/><br/> 185 186Growing up, Averyâs grandfather, a Greek immigrant and one of nine children, and his father, an Air Force member, instilled in him the value of saving and having a disciplined approach to money. Combined with a strong passion for helping people, Avery knew financial services was his calling. Working with an independent firm allows him to focus on developing long-lasting relationships with clients as he works to help them achieve their goals, offering unbiased financial advice and unlimited resources. When helping clients, the best piece of advice Avery can share is, âA portfolio is not a plan. Be sure to account for all variables when creating an overall financial plan, including investment planning and tax, income, estate and health care planning.â <br/><br/> 187 188Avery is a financial professional who can offer investment and insurance products. He <!--passed the Series 65 securities exam and -->has a life insurance license. Avery graduated from Western Michigan University, where he studied finance and economics. He is a CERTIFIED FINANCIAL PLANNER<sup>®</sup>. <br/><br/> 189 190Originally from Southwest Michigan, Avery moved to the Detroit area to join the Wealth Trac team. Outside the office, he enjoys spending time with family, going to sporting events and concerts, and enjoying the Eastern Mar
190ket. <br/><br/></p> 191 192 193<hr> 194 195 <br> 196 <div style="clear:both;"></div> 197 <h2><img src="i/marcia3update.png" class="team"/> Marcia Little<br><em>Director of Engagement</em></h2> 198 <p>As a people person, Marica focuses on building relationships with clients as they work toward their financial goals. <br/><br/> 199 200A former professional figure skater, Marcia understands the commitment and discipline it takes to achieve your goals. She puts those skills to work behind the scenes doing marketing, event planning and maintaining positive relationships with clients. She also runs Wealth Tracâs Ambassador Program, helping clients share the financial confidence theyâve gained with friends and family. <br/><br/> 201 202Outside the office, Marcia enjoys pursuing new experiences with a wide array of people, photography and not sitting still. <br/><br/></p> 203 204 205<hr> 206 207<!-- <br> 208 <div style="clear:both;"></div> 209 <h2><img src="i/Merna_COB.png" class="team"/> Merna Alkarakushe<br><em>Client Service Specialist</em></h2> 210 <p>As the primary point of contact for clients, Merna focuses on fostering positive relationships and anticipating clientsâ needs in day-to-day matters. <br/><br/> 211 212In 2009, Mernaâs family immigrated to the U.S. from Iraq, looking for better financial opportunities and a better future. This desire led her to the financial services industry as a career path. She began working as a bank teller in 2014 and quickly realized where people need the most help is investments. In 2021, she joined Wealth Trac, where she could be part of a team that works together to achieve one goal: helping clients maintain a healthy financial life. <br/><br/> 213 214In her free time, Merna enjoys traveling, exploring new restaurants, shopping, and spending time with family and friends and her Shih Tzu, Panda Bear. <br/><br/></p> 215 216<hr> --> 217 218 <br> 219 <div style="clear:both;"></div> 220 <h2><img src="i/neil-chidester.png" class="team"/> Neil Chidester<br><em>Financial & Tax Strategist</em></h2> 221 <p>Neil is focused on helping clients achieve their financial goals through a well-thought-out strategy for retirement. <br/><br/> 222 223When Neil first joined the financial services industry, it was with the desire to positively impact peopleâs lives and help them achieve their goals. With more than 12 years of industry experience, he specializes in helping clients incorporate tax planning strategies into their overall financial plan. He graduated from Central Michigan University with a degree in accounting.<br/><br/> 224 225Neil and his wife, Kelly, live in Macomb with their two children, Kelvin and Kensington, and their chihuahua, Bentley. Outside the office, Neil loves spending time outdoors and on the water and teaching his kids about sports. 226<br/><br/></p> 227 228<hr> 229 <br> 230 <div style="clear:both;"></div> 231 <h2><img src="i/nathan-headshot.png" class="team"/> Nathan Glise<br><em>Financial Services Specialist</em></h2> 232 <p>Inspired by his father, a portfolio manager, Nathan has been intrigued by investing and numbers since childhood. He brings that lifelong passion to his role, where he enjoys helping clients grow their portfolios and providing them with resources to better understand their investments.<br><br> 233 234Nathan honed his analytical and problem-solving skills in his previous roles as a futures trader and financial underwriter. He relies on logic to overcome obstacles and identify opportunities for clients. Nathan earned a bachelorâs degree in finance from Liberty University.<br><br> 235 236Nathan and his wife, Julie, live in Rochester, Michigan, with their dog, Cooper. Outside the office, Nathan loves to travel. He expresses his musical talents by playing the piano and guitar, as well as producing music. Nathan is a huge sports fan who supports Michigan State and Detroitâs pro sports teams.<br><br> 237 238<br><br></p> 239 240<hr> 241 <br> 242 <div style="clear:both;"></div> 243 <h2><img src="i/colleen.png" class="team"/> Colleen Duncan<br><em>Client Services Specialist</em></h2> 244 <p>
244Bio coming soon!<br><br> 245 246<br><br></p> 247 248 249 <br> 250 <div style="clear:both;"></div> 251 252 <br> 253 <!-- <div style="clear:both;"></div> 254 <h2><img src="i/sebastian.png" class="team"/> Sebastian Cooper<br><em>Wealth Management Associate</em></h2> 255 <div style="clear: both;"></div><br>--> 256</p> 257 258 259 260<!--<h2><img src="i/avery-markos.png" class="team"/> Avery Markos, CFP<sup>®</sup><br><em>Wealth Management Advisor<br>CERTIFIED FINANCIAL PLANNER<sup>â¢</sup></em></h2> 261 <div style="clear: both;"></div><br>--> 262 263<!--<h2><img src="i/nelson-knill.png" class="team"/> Nelson Knill, CFP<sup>®</sup><br><em>Wealth Management Advisor</em></h2> 264 <div style="clear: both;"></div><br>--> 265 266 267 268 269<!--<h2><img src="i/nelson-knill.png" class="team"/> Nelson Knill, CFP<sup>®</sup><br><em>Wealth Management Advisor</em></h2> 270 <div style="clear: both;"></div><br>--> 271 272<!--<h2><img src="i/katie-kirkpatrick.png" class="team"/> Katie Kirkpatrick, MBA<br><em>Customer Service Specialist</em></h2> 273 <div style="clear: both;"></div><br>--> 274 275<!--<h2><img src="i/marcia3update.png" class="team"/> Marcia Little<br><em>Director of Engagement</em></h2> 276 <div style="clear: both;"></div><br>--> 277 278 279<!--<h2><img src="i/Merna_COB.png" class="team"/> Merna Alkarakushe<br><em>Client Service Specialist</em></h2> 280 <div style="clear: both;"></div>--> 281 282<!--<h2><img src="i/neil-chidester.png" class="team"/> Neil Chidester<br><em>Financial Advisor & Tax Strategist</em></h2> 283 <div style="clear: both;"></div>--> 284 285<!--<h2><img src="i/Davonne_Powers.png" class="team"/> DaVonne Powers<br><em>Director of Client Services</em></h2> 286 <div style="clear: both;"></div>--> 287 288<!--<h2><img src="i/katie-kirkpatrick.png" class="team"/> Katie Kirkpatrick, MBA<br><em>Customer Service Specialist</em></h2> 289 <div style="clear: both;"></div><br>--> 290 291 292<b>To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at [email protected] or call us at 888-519-9614 today!</b> 293</p> 294 295 </div> 296 297 <!-- <h1>Strategies for Financial Confidence</h1> 298 <p>It is important to feel you have control over your future. At Wealth Trac Financial, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial future.<br> 299 <br> 300 To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, contact us at [email protected] or call us at 248-385-2385 today!</p>--> 301 </div> 302 303 <div class="subPageRight right"> 304 <h2>Have questions for the Wealth Trac team?</h2> 305 <p>It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.</p> 306 <form id="form763" name="form763" class="wufoo topLabel page" accept-charset="UTF-8" autocomplete="off" enctype="multipart/form-data" method="post" novalidate 307 action="https://advisorsexcelcreative.wufoo.com/forms/m1e822ne1fg4xx2/#public"> 308<input id="Field25" name="Field25" type="text" class="reportField field text medium" value="" maxlength="255" tabindex="1" onkeyup="" required placeholder="Name"/> 309 310<input id="Field26" name="Field26" type="text" class="reportField field text medium" value="" maxlength="255" tabindex="2" onkeyup="" required placeholder="Phone Number"/> 311 312<input id="Field20" name="Field20" type="email" spellcheck="false" class="reportField field text medium" value="" maxlength="255" tabindex="3" required placeholder="Email Address"/> 313 314<input id="Field24" name="Field24" type="text" class="reportField field text medium" value="" maxlength="255" tabindex="4" onkeyup="" required placeholder="Your Questions"/> 315 316<input id="saveForm" name="saveForm" class="reportSubmit btTxt submit" type="submit" value="Contact Us Today!" /> 317 318<ul> 319<li class="hide"> 320<label for="comment">Do Not Fill This Out</label>
321<textarea name="comment" id="comment" rows="1" cols="1"></textarea> 322<input type="hidden" id="idstamp" name="idstamp" value="+rWqJJDlWLkA9jFqFi9ShA23gp/ATzEKaHBPJCLDAzg=" /> 323</li> 324</ul> 325</form> 326 </div> 327 </div> 328</div> 329 330 331 332 333 334<div id="footer"> 335 <div class="content"> 336 337 338 <div id="footerBox"> 339 <h2>Contact Us</h2> 340 <p>Phone: 248-385-2385 <br> 341Fax: 248-414-6151 342 </p> 343 </div> 344 345 <div id="footerBox"> 346 <h2>Our Location</h2> 347 <p>30777 Telegraph Road<br> 348Franklin, MI 48025 349 </p> 350 </div> 351 352 353 354 <div id="footerBox"> 355 <h2>Affiliations</h2> 356 <p><a href="https://www.bbb.org/detroit/business-reviews/financial-planning-consultants/wealth-trac-financial-llc-in-bingham-farms-mi-90014782/#sealclick" target="_blank" rel="nofollow"><img src="https://seal-easternmichigan.bbb.org/seals/blue-seal-250-52-whitetxt-bbb-90014782.png" style="border: 0;" alt="Wealth Trac Financial, LLC BBB Business Review" /></a><br><br> 357 <a href="https://www.ethics.net/member/39156/US/MI/Bingham-Farms/48025/1003/Mr-Kurt-T-Fillmore" target="_blank"><img src="i/ethics.png" width="160" height="55" alt=""/></a> 358 <a href=" https://brokercheck.finra.org/" target="_blank"><img src="i/brokercheck.png" width="196" height="46" alt=""/></a></p> 359 </div> 360 361 <div class="clear"> 362 </div> 363 364 </div> 365</div> 366 367<div id="disclosure"> 368 <div class="content"> 369 <p><a href="privacy-policy.php">Privacy Policy</a> | <a href="terms.php">Terms of Use</a><br><br> 370 We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.<br><br> 371Kurt Fillmore and Avery Markos are investment advisory representatives of, and provide advisory services through CoreCap Advisors, LLC. Wealth Trac Financial and CoreCap Advisors are separate and unaffiliated entities. 372<br><br> 373The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as financial, tax or investment advice. Please consult a qualified professional for specific information regarding your induvial situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance, or annuity product. 374<br><br> 375Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party websites or the collection or use of information regarding any website users and/or members. 376 </div> 377</div> 378</body> 379</html>
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