Get to know the Financial Advisors of Retirement Wealth Advisors – the firm that created FormulaFolios:

Steven Floyd

Principal, Investment Advisor

Steven L. Floyd has been in the financial arena for over 25 years. He has held various positions such as CFO, Banker and most recently, Principal with Retirement Wealth Advisors, Inc., a SEC Registered Investment Advisory firm.  Prior to joining RWA he was President of his own advisory firm and tax consulting business

He currently is licensed with a Series 6, 63 & 65 and is Investment Advisor Representative. In addition to managing a small group of individual and Institutional client portfolios, he has assisted many others with complex tax, financial and estate planning issues. He is also Certified Estate Planner and Certified Financial Planner candidate.  Mr. Floyd graduated in 1982 from the University of Southern California with a Bachelor of Science in Finance.

He also enjoys golfing, traveling and volunteering with many charitable organizations. He currently resides in Playa Del Rey, CA with his wife Adrienne.

Jason Wenk

Managing Director / Chief Investment Strategist

Mr. Wenk is the founder and developer of FormulaFolios. After spending several years with Morgan Stanley, Jason decided to create his own firm, Retirement Wealth Advisors, to use his independent research to better serve his clients.

A distinguished expert in quantitative portfolio management, he has been interviewed by a number of national media outlets and has been invited to speak to area universities. In 2007 and 2008, Thompson/Reuters selected Jason to their Top Advisors list as well as their Top Advisors Under Age 40 list. Jason lives in Grand Haven, Michigan, and he works from offices in Grand Rapids and Spring Lake, Michigan, as well as Chicago, Illinois.