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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased resources to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Jason founded AQuest Wealth Strategies in May 2009 after serving as a financial consultant for the previous nine years.

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Rod Charles has been associated with the financial services industry for over twenty five years. He has had advanced training in such areas as asset allocation, estate planning, and risk management. He has earned a bachelor’s...

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Jonathan Bailey, CPA

Tax Planning Assistant

586-731-6020

586-731-6160

Jonathan currently assists the advisors with client tax planning & research. He is passionate about advancing his knowledge of ever changing taxation issues.

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Alissa Wiley

Administrative Assistant

586-731-6020

586-731-6160

Alissa joined AQuest Wealth Strategies as the administrative assistant to the president in July 2012. Prior to that, she started as an intern moving quickly to the operations department for another financial firm. When not in...

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Six years experience working in a financial office prior to joining Aquest Wealth. 27 years experience preparing personal income taxes. Sole owner of Tax Solutions in Leonard, MI a tax firm that prepares personal income taxes for federal...

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Robert Dietrich

Financial Advisor

586-731-6020

586-731-6160

Rob was born and raised in South East Michigan. His father was an engineer at General Motors while his mother raised Rob and his two sisters. He and his wife April met 1991, married soon after, and have three teenage children. Rob...

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April Dietrich

Administrative Assistant

586-731-6020

586-731-6160