Founder/CERTIFIED FINANCIAL PLANNER™
Michael J Greve, CFP®, has more than 25 years of experience serving individuals and the local community. Mike is a CERTIFIED FINANCIAL PLANNERTM professional and holds FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network®.
Education has long been in Mike's blood. His father served as a principal and middle school teacher at St. Paul's Lutheran School in Watertown, Minnesota. Taking his dad's lead, Mike earned a bachelor's degree from Concordia University-Chicago. He also holds a master's degree in administrative leadership from the University of Wisconsin in Milwaukee. Prior to working in wealth management, Mike served as a math and science teacher for eight years and then principal for three years at Lutheran high schools in Wisconsin and Texas. Mike has also been active in coaching boys' basketball for many years at several Lutheran elementary and high schools.
This vast experience leads Mike to sincerely educate his clients, so that they may be an active participant in their own financial life success. Mike's primary focus is on protecting and preserving what matters most to you. This commitment to excellence is strengthened by his experience and values shared in common with you. Mike will be your teacher, your cheering coach, your committed partner in your plan, for a future that you love.
Mike provides a comprehensive, client-focused approach to financial planning that ensures the recommendation of programs that will encompass each client's financial goals, time frames, and risk tolerance. Mike specializes in investment analysis. He works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning, and succession planning.
Michael J Greve is proud to have been recognized as a Founder's Club advisor for 2017—a distinction based on annual production that places him among the top 39 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.
Paraplanner
Jerry earned a bachelor's degree from Michigan State University, a master's degree from Northern Illinois University, and has been associated with Integrity Wealth Consultants since 2007.
Building on a 30-year career in public service, he earned the CERTIFIED FINANCIAL PLANNERTM certification in 2010. Most recently, he is retiring from public service to work full-time as a paraplanner for Integrity Wealth Consultants and complete requirements for the FINRA Series 7 securities registration.
Jerry and Debra, his wife of 37 years, have two adult children and one granddaughter, and they have been active members of the LCMS congregations. He has served in various congregational leadership roles, including president, treasurer, elder, and usher.
Financial Paraplanner Qualified Professional™
If you are looking for service, Deb is the person to contact. She takes great pride in meeting clients' needs and addressing service issues in a timely and precise manner. Her motto is "get it done right the first time." Our clients and financial planning team appreciate her enthusiasm, initiative, and orderliness.
Deb has joyfully served Integrity Wealth Consultants as our office manager/administrative assistant since 1999. She is also a Financial Paraplanner Qualified Professional™ which she received through the CFP® Board of Standards in Denver, Colorado. In 2017, Deb won the “Staff of the Year” award from our broker/dealer, Commonwealth Financial Network®, acknowledging her years of dedication and attention to detail.
Outside of work, Deb enjoys traveling with her husband, visiting her children and grandchildren, reading, scrapbooking, and crafts.
Financial Planning Assistant
Anthony earned his bachelor’s degree in accountancy from Michigan State University and a master’s degree in accountancy, with a specialization in finance, from Walsh College.
After graduating, Anthony followed in the footsteps of his father and began a career in public accounting. He spent the first four years of his career at Deloitte and Touche, LLP, as an external auditor where he served a publicly traded Fortune 500 Financial Services Firm. Through this experience, Anthony built a strong foundation for his career, developing a professional skill set in both financial and client services. This experience also led to his passion for financial service products and a desire to bring these products to individuals in his community. In late 2019, Anthony joined Integrity Wealth Consultants. He holds FINRA Series 7 and 65 securities registrations through Commonwealth Financial Network®.
Anthony and his wife, Kathryn, live in Royal Oak. They spend most of their time hanging out with family and friends and staying involved in their church community. Anthony’s other hobbies and interests include traveling and experiencing the world through food and playing/watching sports.