David N Sokol

Dave has more than 28 years of experience as an executive leader in client service and sales of employee benefits, human resource consulting, and outsourcing organizations. In addition to being a Wealth Management Advisor, David owns Wilshire Benefits Group (WBG). 

Dave holds his Life, Health & Variable Annuities licenses, Series 6, 7, 63, and 66 securities licenses, Wealth Management Advisor (WMA) designation, Health Insurance Counselors (HIC) license, Chartered Life Underwriter (CLU®) designation, Retirement Income Certified Professional (RICP®) designation, Long Term Care (LTC) certification and is a certified Senior Professional in Human Resources (SPHR). He holds an MBA from Oakland University, and a Bachelor of Science in general engineering from the U.S. Military Academy at West Point, NY.  

Matt has spent the last 15 years in financial services and has extensive knowledge of employee benefit sponsorship.  He began with several years of employee engagement and education, and it is still his passion today.   His breadth and depth of experience are invaluable to our clients, and their employee participants.  Matt completed his undergraduate degree in Investment Finance from Wayne State University and holds his Life and Health license. 

Matt and his wife Stacey live in Sterling Heights with their three children.  The entire family is active in their St. Anne School community.  Matt and Stacey serve as athletic directors for the school and are both involved in various clubs.

Jacob Roman- A skilled finance professional with over 10 years of experience helping individuals and families build comprehensive financial plans. His meticulous approach and understanding of the industry make him a trusted resource for our clients. His expertise lies in customized insurance solutions, financial and retirement planning, helping clients be well-prepared for their financial futures.

Jacob earned his undergraduate degree from Marshall University and the CLU® designation from the American College of Financial Services. Jacob holds his Life, Health & Variable Annuities licenses, and Series 6 & 63 securities licenses.