Meet Our Wealth Management Team
Joe Budd, CFP®, CHFC, MSFS
Managing Director, Financial Advisor
As a board CERTIFIED FINANCIAL PLANNER™ professional, Joe provides comprehensive financial strategies for higher net-worth families to help preserve current levels of wealth, plan for retirement, as well as, designing retirement...
Jacqueline Budd
Financial Advisor
Deanna Budd
Client Service Associate
Deanna has a bachelor’s degree from Central Michigan University and 20 years of business experience with her as well as prior experience in assisting with our client meetings and reports. Deanna is responsible for the client...
Jessica Arendt
Operations Manager
Professional background: Jessica Arendt is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline advisors' practices. She partners with advisors to provide...
Shelley Verhagen
CFO Strategist
Professional background: Shelley is a CFO for the LPL CFO Solutions team. She provides advisors with actionable insights based on financial analysis and strategic planning to help drive higher practice valuations. Shelley has over 13...
Evie O'Keefe
Senior Marketing Consultant
Evie supports Budd Wealth by connecting both current and prospective clients with great content and useful information across blogs, social media, and email.