Advisors

Frank S. Arvai is the past President and founder of Mutual Fund Management Co. (MFMC), established in 1992—that merged with WMA in 2018.

Frank has more than 30 years of experience that includes work specializing in tax, accounting, financial planning, and investment management. Since MFMC’s inception, Bill Mack and WMA maintained a strategic alliance with Frank and MFMC—working with Frank to provide financial planning and investment management services to MFMC and WMA clients.

Frank received a BBA from Western Michigan University in 1970 and the CERTIFIED FINANCIAL PLANNER^TM certification from The College of Financial Planning in Denver in 1983. He is an active member of the American Institute of Certified Public Accountants—and is on the Michigan Association of Certified Public Accountants Financial Planning Committee—having previously served as Chairman. Frank has served as the President and Chairman of the Board of the Michigan ICFP and the FPA of Michigan.

Kenneth Klegon, CFP^® has been providing independent, objective financial planning services to individuals, businesses and organizations since founding his own financial advisory firm in Lansing in 1983. Ken joined WMA in 2018, and will serve on the firm’s Investment Committee, in addition to working with the financial planning team.

Ken graduated from Michigan State University and is a CERTIFIED FINANCIAL PLANNER^TM practitioner. He is a past President and long-time Board member of what is currently the Financial Planning Association of Michigan, and has spoken to professional and lay groups on a variety of financial, investment and retirement planning topics.  For ten years he was a regular guest on Michigan State University's WKAR Radio and has been frequently interviewed and quoted in national and state publications including The Wall Street Journal, USA TODAY, Money Magazine, Detroit Free Press, The Detroit News, and the Lansing State Journal.

Additionally, Ken has served on Boards of Directors and Advisory Committees for various statewide and local voluntary and charitable organizations, and has been an instructor in The High School Financial Planning Program sponsored by the College for Financial Planning.  In 1990 he was recognized by WLNS-television in Lansing as a Hometown Hero for initiating a program of free financial counseling for individuals in crisis.

Patrick W. Cunningham is President and co-owner of Cunningham & Associates, LLC, an investment advisory firm that merged with WMA in 2024.

Pat has more than 30 years of experience that includes work specializing in tax, financial planning, and investment management.

Pat continues to provide tax planning and compliance services to clients of Cunningham & Associates Advisory Services, PLLC, a CPA firm that Pat owns and operates with his brother and partner.

Prior to joining Cunningham & Associates in 1989, Pat worked 5 years with Deloitte & Touché and 5 years with a midsize Southeastern Michigan CPA firm (currently part of Plante & Moran).

Pat has a bachelor's degree from Wayne State University, graduated from U of D Jesuit High School and belong to various national and state income tax, financial planning, and investment management organizations.

Jim is an Investment Advisor Representative of William Mack & Assoc., Inc. (WMA). Jim is a 30+ year veteran in the investment management industry. He started his career at Manufacturers Bank (now Fifth Third) in Detroit, Michigan working with institutional accounts including 401(k) accounts and other ERISA related plans. Jim received his Bachelors degree in Economics from Oakland University and his Masters Degree in Finance with Distinction from Walsh College. He is also a Chartered Alternative Investment Analyst (CAIA), a Certified Investment Management Analyst® (CIMA®) in association with the Wharton School, University of Pennsylvania, and an Accredited Investment Fiduciary Analyst® (AIFA®).

Over the years, Jim has honed his skills in investment management and consulting for large institutional relationships and gradually applied his expertise to handling private wealth accounts as the industry evolved due to changing demographics. Jim has managed portfolios through many market cycles and some historically difficult periods. He has also helped manage and consult on multi-million dollar and billion-dollar relationships.

On a more personal level, Jim and his wife are parents of triplet daughters, and they enjoy spending time with family. Jim is also an avid Pickleball Player®.

TJ Mack,  FPQP^®  is one of the firm’s Financial Planners and a member of the Planning Team, where he works alongside fellow advisors to support the firm’s planning efforts and help clients make thoughtful decisions for the future.

TJ enjoys working with young families and younger professionals who are looking to get organized, make smart financial decisions, and build momentum toward their long-term goals. He values helping clients simplify complex financial choices and gain confidence in their overall plan.

He earned his Bachelor of Business Administration in Finance and Economics from Western Michigan University (Go Broncos!) and later obtained the Financial Paraplanner Qualified Professional designation through the College for Financial Planning in Denver, Colorado.

Outside of work, TJ is a proud Michigan native who enjoys an active lifestyle and taking advantage of all that Michigan has to offer—from the city to Up North to the Lakeshore.

Brendan Bugenski, CFP® is one of the firm's financial planners and advises clients in the areas of investment and retirement planning, as well as cash flow analysis. He earned his Bachelor's degree in finance from Michigan State University, where he completed his CFP^® education and was a member of the Wealth Management Association.  Brendan is a CERTIFIED FINANCIAL PLANNER^TM  practitioner.

When not working, he enjoys exercising, watching sports, and spending time with his family and friends.

Linda Smith, CFP^®, NSSA^®, ChSNC^® is one of the firm’s financial planners. Linda is a CERTIFIED FINANCIAL PLANNER^TM practitioner, a Certified Social Security Consultant, and a Chartered Special Needs Consultant. She earned her Bachelor of Business Administration (BBA) in Finance from Walsh College in Troy, Michigan. Linda is also a member of the Financial Planning Association (FPA).

Interestingly, Linda and her husband hired Bill Mack as their personal financial planner in 1986, while she was working as the Assistant Controller for McDonnell Douglas Capital. Having remained clients throughout the years and after taking a break to raise their three children, Linda joined the firm in 2005. In her spare time, Linda enjoys fishing, boating and beach walks with her husband, Doug and spending time with her family, especially her 5 grandchildren.

Jennie is one of the firm's senior financial planners. She earned her master’s and bachelor’s degrees in Personal Financial Planning from Texas Tech University. Jennie has been working full-time in the financial planning industry since 2014 and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2017. She enjoys working with clients in all phases of life and helping them to achieve their financial success and goals at each stage.

Born and raised in Texas, Jennie now resides in Rhode Island with her husband and daughter. She enjoys traveling, scuba diving, and reading when she isn't spending time with family.

Deanna Kinney, FPQP^® is the firms senior financial planner, with nearly three decades of experience, assisting other financial planning team members in advising clients in the areas of investment and retirement planning, as well as cash flow analysis. Deanna is also a member of the firm's Investment Committee.

She earned her Bachelor of Business Administration (BBA) in Finance from Walsh College. Deanna also earned her Financial Paraplanner Qualified Professional designation through the College for Financial Planning in Denver, Colorado.

Deanna is currently working towards her CERTIFIED FINANCIAL PLANNER^TM certification. Having initially joined the firm over 30 years ago, Deanna enjoys cooking, reading, and spending time with her three children.

Angela Bomber, CRPC®, NSSA®, is an Associate Financial Planner with the firm, where she supports the financial planning team in advising clients on investment and retirement planning, as well as cash flow analysis. She is also a member of the firm’s Investment Committee.

She earned her Bachelor of Business Management degree from American Public University and holds the Chartered Retirement Planning Counselor℠ designation from the College for Financial Planning in Denver, Colorado. Angela also earned her National Social Security Advisor (NSSA®) certification, providing her with specialized expertise in Social Security planning strategies.

Angela has completed her CERTIFIED FINANCIAL PLANNER™ education and is currently working toward obtaining her CFP® certification.

With more than 15 years of experience in the financial industry, Angela brings a wealth of knowledge in advisor support and client service to every client relationship.

Outside of work, Angela enjoys spending time with her husband, and two children. Her kids are active in sports, and she loves cheering them on from the sidelines.

Will is a financial planner at the firm specializing in portfolio management, cash-flow analysis, and retirement planning. He holds a bachelor’s degree in economics from Michigan State University and brings years of experience in the wealth management industry.

Committed to continued professional growth, Will is currently working towards his CERTIFIED FINANCIAL PLANNER^TM certification. When he’s not working with clients, he enjoys playing hockey, running, and watching sports.

Chelsea brings over a decade of experience in Wealth Management to her role at WMA. She provides administrative and operational support to the firm’s financial planning team, assisting with client service, and special projects. Prior to joining WMA, Chelsea supported the operational needs of more than 400 Morgan Stanley employees across Greater Michigan and Northern Ohio.

Chelsea lives with her dog, Benson, in St. Clair Shores. She enjoys boating, golfing, attending live music events, cooking, and spending time with family and friends.