We help individuals and families pursue their ideal retirements. Meet the professionals who can help you pursue your goals.
Passion drives Mike Windle in all aspects of his life. Whether it be helping his clients achieve their financial goals, caring for his family or rooting for his favorite sports teams, Mike is dedicated to doing his best because he cares. As a financial professional, Mike enjoys the process of meeting clients the most — from sitting down with new clients and gathering information that helps build customized Retirement Blueprints, to seeing plans come together and be implemented. As the owner of Custom Wealth Solutions, Mike is committed to putting clients first and is proud to carry on the firm's legacy that was built in 1986.
As a husband, parent, friend, mentor and financial professional, Kyle Whipple finds joy in identifying and fulfilling others' needs around him. Any day he is able to help someone else is a good day, which is why he loves guiding others in building Retirement Blueprints for financial success. Growing up in the Plymouth-Canton area, Kyle jumped at the chance to come back home to join Custom Wealth Solutions. A decade later, he considers it a great privilege to now be leading the firm and working alongside a dedicated team who enhance their clients' experiences.
Scott is a passionate teacher, aimed at helping give clients the confidence they need for pursuing their dream retirement. Scott empowers clients with the knowledge to make wise financial decisions. Scott is driven to attracting, educating, and continuing client relationships, which has been the catalyst for his success. His goal is to educate as many clients as possible to help them make smart financial decisions for their future. Scott loves Jesus. He is married to Kellie, and is a father of 4 children: Ava, Jordan, Drew, and Blake. When he's not in the office, he can be found coaching soccer, serving at Northridge Church, or training for his next triathlon.
Over the last decade, Donna has been committed to customer service. Donna started in the operations department, quickly moving to operations manager and finally to becoming insurance licensed. Donna earned her Bachelor of Science degree from The Ohio State University. Her comprehensive knowledge of insurance products helps her educate clients and find the plan that fits their personal and financial needs. Since she has worked in and has knowledge of most aspects of the office, she can be your point of contact when needed.
We work with clients to not only preserve their wealth, but simultaneously help them grow it, while saving them in taxes and helping ensure retirement success.
We'd love to sit down with you and talk about your retirement goals. Schedule a complimentary consultation at our Plymouth office.