Susan Busch Joins Executive Wealth Management Team

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Well-known financial advisor joins respected & innovative firm

Susan Busch, a well-respected and well-known financial advisor, has joined the Brighton-based Executive Wealth Management (EWM) team. Busch, with over 24 years in the investment and banking industry, joins the comprehensive financial planning and advisory firm as a Senior Wealth Advisor that will cater to high net-worth individuals.

While based in Brighton, Busch will continue to serve a base of clients primarily centered in Oakland County communities such as Birmingham, Bloomfield Hills, Rochester, Clarkston and Franklin. EWM has offices in Rochester and Northville that Busch will also use to meet client needs.

"Executive Wealth Management has a sterling reputation for actively managing and growing people's investments," Busch said. "They provide tools and strategies that usually aren't available to advisors at other major firms. Joining EWM will allow me to provide personalized financial planning for my clients in line with their individualized financial goals."

When financial planning issues arise, Busch is often sought-out by media members for comment and asked to share her expertise.

“We are excited to have Susan join our team,” said founder and President of EWM, Bert Herzog, CFP®, ChFC & MBA. “Ms. Busch is an experienced, strategic professional whom we look forward to collaborating with in our mission to financially advise many generations of clients with strong, secure strategies and great financial success.”

With depth of knowledge from all facets of the financial planning business, Busch holds a Series 7 Securities registration, Series 66 Investment Advisory Registration, and a Series 63 Uniform Securities Agent State Law Exam. She holds the Series 24, 9, 10 principal and insurance licenses as well.

"Having worked with Susan in the past, I know she is a consummate professional who will be a great addition to the team," said Michael R. Chechel Jr., Vice President of EWM.

An active mother of a 12-year old son, Busch enjoys ski racing with her family. Her husband, Dan, serves as a ski coach at Mt. Brighton in addition to his day job. The family resides in Bloomfield Hills.

The experienced team at Executive Wealth Management offer a wide variety of financial services including: Portfolio Management, Retirement, Estate and College Planning Strategies, 401K and Retirement Plan Recommendations and Tracking, Company Benefit Analysis, Income Tax Planning and Overall Tax Management Strategies, Long Term Care Insurance and Life Insurance. Founded in 1981 by Albert P. Herzog, EWM is headquartered in Brighton, MI, with offices in Rochester, Jackson, Northville and Frankenmuth.

Registered Representatives of INVEST Financial Corporation, member FINRA/SIPC. INVEST and affiliated insurance agencies offer securities advisory services and certain insurance products and are not affiliated with Executive Wealth Management. Other advisory services are offered through Executive Wealth Management, a registered Investment Advisory firm. INVEST does not offer tax or legal advice.


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