Our Team

As a Certified Financial Planner (CFP®), you can be sure that Dan provides expert and professional planning services. To earn the CFP® designation, he had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Dan also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

Daniel A. Reese, CFP® began his career in 1994 working with State Farm Insurance, a Fortune 500 company and leading provider of personal lines insurance in the United States. In 2000, Dan opened his own agency, and in 2003 established his current independent financial planning firm.

Dan received his Bachelor of Science in 1994 from Michigan State University with a focus on economics and statistics. He furthered his education by receiving his Certified Financial Planner certification in 2005.

Dan has been working with families since 2001 developing prudent strategies to achieve long-term financial success. Taking a comprehensive approach, Dan focuses on each of the areas of wealth management including making smart choices with money, mitigating taxes, taking care of heirs, protecting assets from being unjustly taken through litigation or divorce, and charitable giving.

Dan and his wife Debbie have three wonderful children, Jack, Andrew and Libby, and live in Jackson, Michigan where he and Debbie both grew up. Over the years, Dan has spent time as chairperson of Lumen Christi Catholic School Board of Trustees, coaching youth basketball and soccer, and is a member of St. John’s church. During the summer, you can find Dan spending time with his family at the pool or Clark Lake.

Dan is also an avid golfer and enjoys reading. His favorite books include fast paced fiction written by authors such as Web Griffin, Dan Brown, and Michael Crichton, as well as a variety of biographies and historical pieces.

As a Certified Financial Planner (CFP®), Brent helps families identify and achieve their financial goals. His comprehensive approach to wealth management helps families identify where they are today, where they want to be, and what gaps are preventing them from achieving all that is important to them.

Brent Oliver began his career with Avery Wealth, Inc. in 2013. Before Avery Wealth, Inc. Brent was in the telecommunications industry where he worked in business development. Since 1998, Brent has owned and operated two successful businesses allowing him to gain extensive experience in finance, marketing, management, and customer service expertise.

In 1993, Brent received his Bachelor of Science in Business Administration from Central Michigan University. In pursuit of the CERTIFIED FINANCIAL PLANNER™ designation, Brent furthered his education at Kaplan University completing the extensive Financial Planning Education Program and earned the CFP® professional designation. Brent adheres to the CFP® Boards Professional Code of Ethics and continuing education requirements. Brent is also an active member of the Financial Planning Association.

Brent has the heart of a teacher and works with clients to ensure they understand why strategies are being employed and how they will help families reach their goals.

Brent and his wife, Shannon, live in Jackson, Michigan. They have three sons, Easton, Cortland, and Isaac, and one daughter, Isabel. He currently serves as a Board Trustee on the Western School District Board of Education. Over the years, Brent has served as the Director of Baseball for Western Youth Little League and also volunteered as a coach for countless youth football, basketball, and baseball teams.

Brent enjoys spending time with family, playing golf, fishing, swimming, and cycling.

Abbie Funk began her career with Avery Wealth, Inc. in the fall of 2022 as an intern during her college career. Abbie graduated with her Bachelor of Science in Financial Planning from Spring Arbor University in May of 2023. She is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation while gaining quality experience here at Avery Wealth as an Associate Financial Advisor. Her goal is to become a Financial Planner, so she can help families find financial peace by guiding them to make smart choices with their money.

Abbie cares a lot about having personal relationships and will bring that into her relationships with her clients to truly understand what values and future goals matter most to them. By understanding these values and goals, Abbie will be able to create the most compatible financial plan for each individual client and family.

Abbie is currently living with one of her good friends in Jackson since graduating from college, but she is originally from Alpena, MI where she has a twin sister and an older brother.

Abbie is a big softball lover as she played on the softball team at Spring Arbor University where she is now an assistant coach as well as a head coach for a youth softball team during the summer. In addition, she loves to play other sports, read, go on walks, and spend time with family, friends, and her kitten named Cheeto.

Amy Mullins-Rodgers joined Avery Wealth, Inc in 2015 as the Client Relationship Manager. She brings her high level of dedicated customer service and drive to ensure smooth operations. Prior to working at Avery Wealth, Inc., Amy gained valuable experience in people management, wealth management customer service, and the health care industry. Her unique and wide-ranging skill set has enabled her to successfully contribute in a variety of roles, including client service management, marketing services, and project planning and management.

Amy Mullins-Rodgers joined Avery Wealth, Inc in 2015 as the Client Relationship Manager. She brings her high level of dedicated customer service and drive to ensure smooth operations. Prior to working at Avery Wealth, Inc., Amy gained valuable experience in people management, wealth management customer service, and the health care industry. Her unique and wide-ranging skill set has enabled her to successfully contribute in a variety of roles, including client service management, marketing services, and project planning and management.

Amy is an active volunteer in the Jackson community. As an animal lover, she is a volunteer and cat foster caregiver for Jackson County Animal Shelter; has served as a member on the Jackson County Rose Festival Board of Directors (2012-2014), and as Director of the Picnic in the Park (2014-2018); a participating member of the Women’s Leadership Council of United Way; the Jackson’s Alzheimer’s Walk; and served as the Popcorn Kernel for the local Unit Boy Scouts of America, along with many other volunteer events within the community.

Amy and her husband, Mike Rodgers have two adult sons. They are proud military parents, with both sons’ actively serving in the military. Amy has been a resident of Jackson County since 1999, she graduated from Jackson Community College, Phi Theta Kappa International Honors Society, and completed her Bachelor of Science in Organizational Management at Spring Arbor University.  In her free time, Amy enjoys cooking, gardening, golfing, and spending time with family and friends.

Bio coming soon…