Jean-Charles Wilhelm


Team Member

Ph: 248.404.9664

JC assists in the day to day operations of the Case Management Department. He is responsible for preparing documents and presentations. JC holds a Bachelor of Arts in Economics from the University of Michigan. He enjoys playing golf, working out, and doing as much as he can with his two dogs.

We understand that each practice is unique. Advisors have different preferences and personalities - some advisors need an accountability partner, while others need a systems expert. Some advisors just want someone who they can bounce ideas off of, while other advisors want someone to come in and completely manage their day-to-day operation. That is why we have coaches from all different backgrounds representing a broad array of coaching styles and of expertise including: personnel management, business strategy, financial plan operations, technology, acquisitions and mergers, and more.

At the Core of Each Service is a Relationship Built On Trust

Meet Our Team