Allison holds a Bachelor of Science in accounting from Lee University and is a certified income tax preparer. Originally from Chattanooga, Tennessee, she has worked as a marketing, sales, and tax professional across the southeast with both for-profit and not-for-profit businesses. Her professional experience in marketing, media, and event management, combined with her accounting and tax background, is fully utilized as the Director of First Impressions. Allison works to ensure that each client experiences the “JEHM Difference,” whether through printed media, personal communication, or aiding new clients in the onboarding process. Additionally, she holds her Bachelor of Arts in theatre from Lee University, and she volunteers both on- and off-stage with local theatres.
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.