Our Team

James W. Bochenek, CFP®

Partner, Bochenek Wealth Management

Jim has built a successful reputation providing sound financial advice and investment services to his clients since 1981.

Jim has held the CERTIFIED FINANCIAL PLANNER® designation since 1987 and has earned his series 6, 7, 24 and 63 registrations which are held through LPL Financial. A University of Detroit graduate Jim earned his Bachelor’s degree in 1974 and his Master’s in Educational Administration in 1976. After teaching for seven years in the Warren Consolidated school system Jim left education to become an investment consultant, first with Mutual of New York and then, in 1986, with Scripter and Associates, Inc., now Bochenek Wealth Management.

Jim continues to take on new clients through referrals and enjoys meeting with people during a no cost initial get together. He is happy to answer any investment, tax or estate planning questions that you may have.

Michael Bochenek

LPL Financial Advisor, Bochenek Wealth Management

Michael.Bochenek@lpl.com

In 2002, Michael earned his BA in Marketing from Michigan State University's Eli Broad College of Business and moved on to a successful career in sales and marketing. Michael Joined the firm in 2012 after earning his Series 6 and 63 registrations, and has since earned his Series 7 and 65 registrations all held with LPL financial.

Michael's career experience has granted him the ability to match client needs with the appropriate products and services in order to fulfill their financial goals and provide confidence. Referrals are always welcome from valued clients, and he's eager to continue building his client base. Feel free to contact him to set up a no-cost invesment review.

Annette M. English, Office Manager

Sr. Administrative Assistant, Bochenek Wealth Management

Annette has been a key member of the firm for 25 years. Her relentless strive for excellent customer service has been experienced by many of our clients. In addition, she also maintains order and balance in the office and helps to keep everyone abreast of the changing compliance regulations imposed by the many regulatory boards.

Family and friends play an important part in her life. Annette is passionate in her support for "Making Strides for Breast Cancer" through the American Cancer Society"

There is no guarantee that a diversified portfolio or asset allocation will enhance overall returns or outperform a non-diversified portfolio. No strategy protects against market risk. Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.