Who we are
Personal, customized service to our clients has been our top priority and will always remain so.
Heather O’Neill Fairbanks
CFP®, ChFC®, President & Founder
Heather is President and Founder of Midwest Financial Advisors Group, a full-service financial planning and investment advisory firm. Heather has specialized in retirement planning for over 30 years and focuses on building trust and confidence in her client relationships while providing personalized service based on each client’s needs.click for full bio
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Heather O’Neill Fairbanks
CFP®, ChFC®, President & Founder
Heather is President and Founder of Midwest Financial Advisors Group, a full-service financial planning and investment advisory firm. Heather has specialized in retirement planning for over 30 years and focuses on building trust and confidence in her client relationships while providing personalized service based on each client’s needs. In addition to managing the direction of the firm, she is an integral part of all investment research and oversees the customized planning solutions for each client. Heather holds Series 7, 24, 63, and 53 registrations, a business degree from Western Michigan University, is a Chartered Financial Consultant® (ChFC®) and has been a Certified Financial Planner™ professional (CFP®) since 1995. She is an active member of the Financial Planning Association (FPA) and Financial Services Institute (FSI) and has served on both the Investment Advisory Council and National Education Task Force for FSC Securities Corporation. Heather served on the first AIG Advisor Group Women's Advisory Board, which began in 2013. This 3- year commitment focused on serving women in mentorship, leadership, community outreach & development. Heather currently serves on the FSC Securities Board of Advisors and strives to make a difference for financial advisors nationwide through her contribution, support, and expertise.
William Isamu Fairbanks, MBA
Chief Executive Officer
Isamu has 28 years of experience in Management Consulting, including 10 years at Deloitte Consulting and 18 years running his own consulting firm, with a focus on cost reports and financial analysis. As Heather’s husband, Isamu has brought great value enhancing the current processes and systems within MFA since 2016. Isamu leads many areas of the firm including operational effectiveness, technology strategy, financial management and analysis, regulatory compliance, human resource management and corporate strategy. In addition, Isamu is support in client meetings. Isamu holds his Series 7, 24, 52, 53 and 63 registrations and graduated with a master’s in business administration from the University of Chicago.
Jack Gerling, JD
Director of Operations
Jack joined the Midwest Financial Advisors team in 2014 and serves as our Director of Operations. Jack works directly with Heather in an advisor support role, supporting the needs and requests of our clients throughout the year. Jack received his bachelor’s degree from Michigan State University and his Juris Doctorate from Thomas M. Cooley Law School. He is a member of the State Bar of Michigan, the Oakland County Bar Association, and holds both his Series 6 and 63 licenses. Jack runs the day-to-day operations of MFA and oversees the administration and office management of both locations. He has a strong understanding of our culture and dedication to client service, as 4 generations of his family have been part of the practice for over 20 years.
Nick Klanke, CFP®
Nick joined the Midwest Financial Advisors team in 2015 and completed his Certified Financial Planner™ (CFP®) designation in July 2018. He holds a Bachelor of Business Administration Degree in Finance from Oakland University, the Series 7, 24, & 63 registrations, along with insurance and annuity registrations. Nick is an integral member of the MFA financial advising team, contributing to the areas of tax planning, client support, investment research and portfolio analysis. In addition, Nick works closely with Heather on retirement income planning and long-term investment strategy for the clients we serve.
Loyd Wellman, CFP®
Loyd joined Midwest Financial Advisors Group in early 2018, bringing 7 years of industry experience. His primary focus is in the analysis and preparation of the client investment portfolio reviews. Loyd graduated from Central Michigan University with a bachelor’s degree in Finance and Accounting, and currently holds his Series 7 and 65 registrations, along with insurance and annuity licenses. Loyd obtained his Certified Financial Planner™ (CFP®) in October 2020 and will begin his studies to obtain the CLU® (Chartered Life Underwriter) in 2022. His continued dedication to growth and learning brings great value to our MFA team.
Client Service Specialist
Tori joined Midwest Financial in 2019 following graduation from Michigan State University. She holds a bachelor’s degree in Finance, through the Eli Broad College of Business, paired with a minor in Entrepreneurship and Innovation. As a client service specialist, her focus is in the areas of client service and support. Tori leads scheduling, the visuals of meeting presentations, our website, and all internal workflows to ensure our team stays on track. Day-to-day, Tori assists with fielding client calls, building client portfolio reviews, research, special projects, and adapting the firm to new technology. As Heather’s oldest daughter, she is passionate about building long-term client relationships, combined with the commitment to a high level of customized, personal service. Tori holds the Series 6 and 63 registrations and plans to enroll in the Certified Financial Planner (CFP®) certification program in 2022.
Nate Coleman, CPA
Nate joined the MFA team in July 2021 after 7 years of CPA experience in IT Audit and consulting at Ernst & Young. As a member of our Operations Team, Nate is concentrating on the preparation and analysis for our client portfolio review meetings as well as learning trading and investment research. Nate graduated from The University of Memphis with a Bachelor of Business Administration in Accounting; he also holds a Master of Science (MS) in accounting. Nate holds his series 7 and Series 63 licenses and is currently enrolled in the Certified Financial Planner (CFP®) program, with a goal of completion by early 2023. We are excited to have Nate on the team!
Why our clients choose Midwest Financial Advisors?
We help clients achieve financial independence, maintain it throughout retirement, and create a family legacy.
We provide highly-personalized service to our clients through comprehensive retirement planning and wealth management services.