Who We Are

A lifelong resident of West Michigan, Matt has been providing comprehensive financial planning to individuals and businesses since 1986. He founded Wolff Financial Management LLC in 1994 and specializes in investment management, retirement, estate, and income tax planning. His previous experience includes positions as a Tax Consultant with the accounting firm of Price Waterhouse Coopers and as a Trust & Investment Officer with First of America Bank (now known as PNC Bank). Matt is also a former Adjunct Faculty Professor for Western Michigan University’s Haworth College of Business where he taught Personal Financial Planning Courses.

In addition to holding an MBA from Western Michigan University, Matt is a Certified Financial Planner^TM (CFP®) professional and a Certified Public Accountant (CPA). He also earned the American Institute of Certified Public Accountants’ designation as a Personal Financial Specialist (PFS).

Frank joined Wolff Financial Management in October 2020 and is responsible for managing all aspects of the firm’s investment research and due diligence process, including asset allocation, portfolio construction, and risk management. Prior to joining Wolff Financial, Frank spent over 7 years with Harbor Capital Advisors in Chicago, IL where he most recently held the position of Senior Research Analyst. He has also worked for Prudential Financial.

Frank is a Chartered Financial Analyst® (CFA®) Charterholder and a Board Member of the CFA Society West Michigan. He is a graduate of Loras College, where he obtained a Bachelor of Arts in economics and finance.

Lisa joined Wolff Financial Management in June 2006 after spending over 5 years in public accounting. Her responsibilities at Wolff Financial include the development of tax planning strategies, trading implementation, and investment security research.

Lisa is a Certified Public Accountant (CPA) and a graduate of Western Michigan University, where she obtained a Bachelor of Business Administration in accounting.

René re-joined Wolff Financial Management in October 2020 and is responsible for the firm’s technology infrastructure, comprehensive compliance program, client service policies, and marketing efforts. Prior to joining Wolff Financial, René spent over 7 years with Harbor Capital Advisors in Chicago, IL where she most recently held the position of Senior Distribution Intelligence Analyst. She has also held roles with PNC Investments and Transamerica Retirement Solutions. René was an intern and administrative assistant with Wolff Financial from 2007-2010.

René earned an MBA from the Booth School of Business at the University of Chicago with concentrations in finance and economics. She is also a graduate of Western Michigan University, where she obtained a Bachelor of Business Administration in finance.

Laurie joined Wolff Financial Management in February 2007 after spending 20 years in the commercial banking industry, specializing in mortgage servicing and branch administration. Her responsibilities at Wolff Financial include overseeing facilities operations and assisting with the firm’s regulatory compliance, marketing, and client service efforts. She also provides planning support for client insurance and estate planning implementation.

Amy joined Wolff Financial Management in April 2017 after spending over 20 years in office management, administrative, and program coordinator roles for various organizations, including nonprofits. At Wolff Financial, she is responsible for client services including account setup, transaction processing, report generation and database monitoring/enhancement.