David Kudla – CEO & Chief Investment Strategist
David Kudla has been ranked by Barron’s as one of the “Top 100 Independent Financial Advisors” in the country for the past eight years, and in the top 25 the past three years. Mainstay is recognized by Investment News as a “Top 30 Financial Planning Firm” nationwide. David is a contributing writer for Dow Jones and Forbes. He regularly speaks at national conferences, conducts educational seminars, writes articles about retirement planning and investing, and advises thousands of workplace savings plan participants. His insights into investments, the financial markets, and retirement planning are often sought out by prominent media sources worldwide. David holds three U.S. patents and has a patent pending for Mainstay Capital Management's proprietary Waypoint Retirement Planning SystemTM. He has two postgraduate degrees, including a Masters Degree in Management at Stanford University. David holds a Certificate in Financial Planning and is a Chartered Retirement Planning CounselorSM (CRPC®), an Accredited Asset Management SpecialistSM (AAMS®), and a Chartered Mutual Fund CounselorSM (CMFC®).

Shannon Peterson – Chief Compliance Officer
Shannon Peterson is a Certified Financial PlannerTM (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), and an Accredited Asset Management SpecialistSM (AAMS®). She earned a MBA at the University of Michigan and has been a member of Mainstay Capital Management’s executive team for over fifteen years.

Patrick Rice – Senior Research Analyst
Patrick Rice is a Chartered Financial Analyst® (CFA®), a Certified Financial PlannerTM (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), and has completed the FINRA Series 6, 63, and 65. He earned a MBA at the University of Dayton and has over twenty-five years of experience in the areas of research, securities analysis, operations, and portfolio management.

Scott LaDuke – Senior Portfolio Executive
Scott LaDuke is a Certified Financial PlannerTM (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), and has completed the FINRA Series 7, 63, and 65. He earned a Masters Degree in Finance at Walsh College and a Masters Degree in Economics at the University of Detroit. Scott has over twenty-five years of financial services industry experience.

Don Whitton – Senior Portfolio Executive
Don Whitton is a Certified Financial PlannerTM (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), and has completed the FINRA Series 6, 7, 63, and 65. He earned a MBA at Oakland University and has over twenty-five years of wealth management, financial planning, and retirement planning experience.

Michael Brasza – Senior Portfolio Executive
Michael Brasza is a Certified Financial PlannerTM (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), and has completed the FINRA Series 7, 31, 63, and 65. He earned a Bachelors Degree in Finance at Oakland University and has formerly held positions at Charles Schwab and Fidelity Investments.

Tony Atrasz – Senior Portfolio Executive
Tony Atrasz is a Certified Financial PlannerTM (CFP®), a Chartered Financial Consultant® (ChFC®), a Chartered Retirement Planning CounselorSM (CRPC®), a Chartered Life Underwriter® (CLU®), a Registered Employee Benefits Consultant® (REBC®), and has completed the FINRA Series 7, 31, 63, 65, and 66. He earned a Masters Degree in Finance at Walsh College and has held positions at Fidelity and Morgan Stanley.

Michael Wallen – Senior Portfolio Executive
Michael Wallen is a Certified Financial PlannerTM (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), an Accredited Asset Management SpecialistSM (AAMS®), and has completed the FINRA Series 7, 63, and 66. He earned a MBA at the University of Michigan and has formerly held positions at Charles Schwab and Edward Jones. Michael also proudly served his country in the U.S. Marine Corps.

Bryan Haggard – Senior Portfolio Executive
Bryan Haggard is a Chartered Financial Analyst® (CFA®), a Certified Financial PlannerTM (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), an Accredited Asset Management SpecialistSM (AAMS®), and has completed the FINRA Series 7 and 63. He earned a Bachelors Degree in Economics at the University of Michigan. Bryan has formerly held positions at PricewaterhouseCoopers and Charles Schwab.

Leonard Nowak – Senior Portfolio Executive
Leonard Nowak is a Certified Financial PlannerTM (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), an Accredited Wealth Management AdvisorSM (AWMA®), a Certified Tax SpecialistTM (CTSTM), and has completed the FINRA Series 7, 31, 63, and 65. He earned a Bachelors Degree at the University of Michigan and has more than two decades of financial planning experience. Len has formerly held positions at Charles Schwab and Morgan Stanley.

Lindsey Prieur – Portfolio Associate
Lindsey Prieur is a Chartered Retirement Planning CounselorSM (CRPC®) and has completed the FINRA Series 65. She earned a Bachelors Degree at the University of Michigan. Lindsey obtained experience in tax preparation and financial services with Imber Tax Advisory Group.

Erica Motsinger – Portfolio Associate
Erica Motsinger is a Chartered Retirement Planning CounselorSM (CRPC®) and has completed the FINRA Series 6, 63, and 65. She earned a Bachelors Degree at Saginaw Valley State University with a major in Finance. Erica has formerly held positions at First Investors Corporation and Family First Federal Credit Union.

Kristin Prieur – Portfolio Associate
Kristin Prieur is a Chartered Retirement Planning CounselorSM (CRPC®), an Accredited Asset Management SpecialistSM (AAMS®), and has completed the FINRA Series 7 and 66. She earned a Bachelors Degree at the University of Michigan. Kristin formally held positions at MassMutual Financial Group and has over fifteen years of experience in insurance and financial services.

 

 

 

Accredited Asset Management SpecialistSM, AAMS®, Chartered Retirement Planning CounselorSM, CRPC®, Chartered Mutual Fund CounselorSM, CMFC®, Registered ParaplannerSM, RP®, Accredited Wealth Management AdvisorSM, AWMA® are trademarks owned by the College for Financial Planning, which it awards to individuals who have successfully completed the coursework, exam, Professional Code of Ethics requirements, and ongoing certification requirements. Chartered Financial AnalystTM and CFA® are trademarks owned by the CFA Institute. Certified Financial PlannerTM and CFP® are certification marks of the Certified Financial Planner Board of Standards Inc., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Certified Tax SpecialistTM, CTSTM are issued by the Institute of Business & Finance and are awarded to individuals who have successfully completed the coursework, exam, and ongoing certification requirements. Chartered Financial Consultant®, ChFC®, Chartered Life Underwriter®, CLU®, are trademarks owned by The American College, which it awards to individuals who have successfully completed all coursework, exam, and ongoing certification requirements. The Registered Employee Benefits Consultant® REBC® designation, issued by the National Association of Health Underwriters (NAHU), includes practical knowledge on pensions and retirement plan funding, installation and administration.

Important Consumer Disclosure

Mainstay Capital Management, LLC is an investment advisor registered with the Securities and Exchange Commission. Due to various state regulations and filing requirements, Mainstay and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements. The purpose of this website is to provide the public with general information about the services offered by our investment management firm. Mainstay does not render personalized investment advice or services or effect, or attempt to effect any securities transactions, on this website. Our firm continuously monitors its filing requirements in all states, and will provide individualized advisory services only in accordance with various state regulations. Mainstay does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Mainstay's website or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.