Who We Are

The group of individuals that work at the Kercheval Financial Group of Wells Fargo Advisors are a wealth management team who focus on providing advanced, holistic wealth management strategies to primarily high net worth and ultra-high net worth families and foundations.  Every relationship is managed through a team based family office approach.  It is imperative that every client meets face-to-face with all of the team members. There is not a single relationship that is not handled by the entire team.

Advanced planning requires a collaborative effort.  The Kercheval Financial Group works with their client’s most trusted advisors in order to provide sound and effective advice.  Throughout the team’s career, they have assisted with implementing complex legacy planning techniques for some of the wealthiest families in Michigan and around the country; from basic, to sophisticated legacy planning strategies, such as taking advantage of discounts associated with minority interests in family LLCs, managing cascading grantor retained annuity trusts, establishing generation skipping trusts, funding charitable tax advantaged trusts and countless other techniques.*

Analyzing both sides of the balance sheet, the assets and the liabilities, is critical in order to provide a comprehensive allocation of finances and capital.  The team specializes in full discretion asset management, advisory investment management, and also provides brokerage services as appropriate.  Furthermore, through our Wells Fargo affiliates, clients have access to lending and banking products and services, including: securities-based financing, residential mortgages, home equity financing, business financing and credit cards.**

The group is truly a holistic wealth management team providing clients with high touch service and innovative strategies.  In addition, the group participates in many nonprofit organizations and provides significant philanthropic support to numerous entities.  The team member’s age ranges span 40 years and the team has over 260 years of combined experience in personal finance.   They manage clients all over the country, including more than thirty different states.  It is their belief that Kercheval Financial Group has established a legacy business that is synonymous with the “gold standard” in high net worth wealth management.

Andrew Camden, Managing Director-Investments
Mark Wojtas, Managing Director-Investments
Eric Machus, Managing Director-Investments
Blake Ellis, Managing Director-Investments
Noah Robinson, First Vice President-Investments
Rob Robinson, Client Associate
Maureen Tarquinio, Senior Registered Client Associate
Ariana Dickerson, Senior Client Associate
Mary Cox, Senior Registered Client Associate
*Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Kercheval Financial Group of Wells Fargo Advisors, as well as, Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan needs to be prepared and reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

**Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.