About Great Lakes Benefits & Wealth Management
At Great Lakes Benefits & Wealth Management, we don’t just offer financial advice; we offer peace of mind. Our team is a diverse group of professionals, including CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals who have met the rigorous training, experience, and ethical requirements that set the standard of excellence in the industry. This certification, recognized as the gold standard in financial planning, ensures that we bring a holistic, personalized approach to your financial well-being. We work collaboratively to craft financial strategies that are tailored to your unique needs and goals, always putting your best interests first. Whether you’re planning for retirement, optimizing your tax strategy, or safeguarding your assets, we’re here to guide you every step of the way, offering you the confidence today for a more secure tomorrow.
Wayne Maslyk isn’t just a financial professional; he’s a financial advocate committed to guiding you through the complexities of retirement, tax, and financial planning. With a career spanning over 29 years, Wayne founded his own firm, Great Lakes Benefits & Wealth Management, in 2001 with a singular focus: to provide retirees and pre-retirees with the personalized, fiduciary advice they need to secure their financial future.
“My mission is to be the ‘go-to’ local resource for all things financial. I aim to empower my clients by helping them understand not just what to do, but also what mistakes to avoid as they get their financial house in order.”
Wayne’s expertise is further solidified by his status as a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. This prestigious certification, often referred to as the “Gold Standard” in the financial services industry, required Wayne to complete advanced coursework in a range of financial topics including taxes, retirement planning, estate planning, investments, and risk management. It’s a testament to his commitment to providing well-rounded, ethical, and competent financial advice.
When he’s not helping clients navigate their financial journeys, Wayne enjoys the great outdoors. He is an avid boater and camper, often embarking on adventures with his wife, Laura, and their three sons, Nathan, Jacob, and Jack.
Andrew Brewer is a financial planner who brings a unique blend of enthusiasm, expertise, and commitment to Great Lakes Benefits & Wealth Management. His dedication to client service is evident in every interaction, making him a reliable partner in your financial journey.
Currently on the path to completing his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Andrew is deeply committed to upholding the highest standards of excellence and ethics in the financial planning industry. This pursuit reflects not only his dedication to professional growth but also his commitment to providing clients with the most competent and ethical financial advice.
With a focus on comprehensive financial planning, Andrew is well-versed in a range of services from retirement and tax planning to asset protection and estate planning. His approach is client-centric, always aiming to provide personalized financial solutions that align with your unique needs and goals. Trust in Andrew to be a dedicated advocate for your financial well-being, today and into the future.
Kristin Moffett is more than just an Executive Assistant; she’s the operational powerhouse behind Great Lakes Benefits & Wealth Management. Since joining our team in February 2008, Kristin has been instrumental in streamlining our day-to-day operations, ensuring that everything runs smoothly so we can focus on what matters most: our clients.
Holding an active Life & Health Insurance license and serving as a notary public for Ohio, Kristin brings a unique blend of skills to our firm. She oversees a wide range of responsibilities, from handling new business and ensuring compliance to providing exceptional client services. Her meticulous attention to detail and commitment to excellence make her an invaluable asset to both our team and our clients.
When she’s not managing the office, Kristin enjoys quality time with her family. An outdoor enthusiast, she loves camping and boating, embracing the same sense of adventure in her personal life that she brings to her professional role.
Director of First Impressions
Alicia Biddlecombe is more than just our Director of First Impressions; she’s the friendly face that greets you when you walk through our doors. Since joining Great Lakes Benefits & Wealth Management in January 2020, Alicia has been an integral part of our team, ensuring that every client feels welcomed and valued from the moment they step into our office.
Working closely with Kristin, our Executive Assistant, Alicia assists in managing the day-to-day operations of the office. Her responsibilities range from greeting clients and answering phones to scheduling appointments and preparing client files. She also handles mailing correspondence and maintains the office, ensuring that everything is in its place for a seamless client experience.
When she’s not in the office creating a welcoming environment for our clients, Alicia is a devoted mom to her three boys, who keep her life full of energy and joy. Her commitment to family mirrors the values we hold dear at Great Lakes Benefits & Wealth Management, making her a perfect fit for our team.
When it comes to managing your finances, the stakes are high, and the choices you make today will impact your future. That’s why it’s crucial to have a team you can trust. At Great Lakes Benefits & Wealth Management, we’ve built a legacy of excellence and integrity. Our fiduciary responsibility ensures that we always put your interests first, offering unbiased, expert advice. With over 25 years of experience in the financial industry, we have the expertise and the commitment to guide you through every financial decision, big or small.Watch Now