Madia’s unique blend of hospitality, humor, and professionalism helps her succeed in her role as Director of First Impressions at JEHM Wealth & Retirement. She received her Bachelor of Arts degree from Augusta State University. Madia has professional experience in event and office management, sales, and branding. She lives by putting her family first and staying smiley! In her free time, she enjoys exploring the outdoors with her family, crafting, and traveling to cities nearby.
Chris Barton joins JEHM Wealth & Retirement as a Paraplanner and Client Services Manager with 19 years of experience in the financial services industry. Chris was born and raised in the Northeast before moving to South Carolina to study financial management at Clemson University. He fell in love with the upstate and decided to make it his permanent home!
Chris has 12 years of experience working with Medicare supplements, Medicare advantage plans, Medicare prescription drug plans, as well as short-term health insurance plans that offer people a health insurance option if they are uninsured prior to becoming eligible for Medicare. Chris is licensed to sell life and health insurance in South Carolina, North Carolina, Georgia, Tennessee, and New York, is a National Social Security Advisor Certificate Holder, and is three classes away from earning his Financial Services Certified Professional designation.
Chris isn’t all work and no play — outside of the office, he enjoys spending time with his 18-year-old son and watching him grow into a young man. Chris is also an avid sports fan and supports the New York Giants, New York Rangers, Los Angeles Dodgers, and of course … the Clemson Tigers!
Josh leads FormulaFolio Investments’ financial planning department. He graduated from Calvin College in Grand Rapids, Michigan, with a degree in finance and joined FormulaFolios shortly after. Since then, Josh has worked on obtaining his CERTIFIED FINANCIAL PLANNER™ certification and is currently studying for the final examination. Josh is experienced at finding financial solutions based on each client’s individual circumstances and implementing them into well-developed financial plans. He lives in West Michigan with his wife and their golden retriever, Wesley. In his free time, he enjoys golf, woodworking, and water sports.
Matthew Voss is the VP of Trading Systems. Matt had over seven years of trading experience for retail and institutional clients and four years of experience managing a trade desk before joining FormulaFolios in 2014, where he provides accurate and timely execution and service for all our clients across several trading platforms. He earned his Bachelor’s degree from Ferris State University in 2003.
Lies is Manager of Advisor Services for FormulaFolio Investments. She leads our largest home office team, which is responsible for processing all incoming client paperwork and coordinating directly with custodians to ensure prompt processing. She also provides training to advisors and their staff throughout the U.S. Lies graduated from Grand Valley State University with a Bachelor’s in public relations, got married in July 2012, and resides in Wyoming, Michigan, with her husband. Her hobbies include going to concerts, spending time with family and friends, and being happily married.
Jason Wenk is the founder of FormulaFolio Investments. Prior to FormulaFolios, he worked for Morgan Stanley and also founded Retirement Wealth Advisors (an SEC-registered investment advisor) in 2002. FormulaFolios was first developed while Jason was building portfolios for private clients at Retirement Wealth Advisors. In addition to his work, he writes a popular investing blog followed by thousands of individual and professional investors from around the world.
Derek Prusa is the Senior Market Analyst for FormulaFolio Investments, where he works diligently to research and monitor financial market conditions while selecting the best investment strategies for each of FormulaFolios’ proprietary models. Derek also provides valuable insight to the affiliated advisors and clients of FormulaFolios by producing accessible and understandable weekly, monthly, and quarterly market commentary summaries. Since joining the FormulaFolios team in 2014, he received his CFP® certification and became a CFA charter holder. In 2015, he was named in LifeHealthPro’s “30 Under 30.” When not researching market trends or reading up on financial news, Derek enjoys running, watching the Chicago Cubs, and spending time with his wife and son.