RWS Financial Group Welcomes Edward Dublis of Diversified Financial Concepts to Our Growing Family!
I am excited to share with you that I have decided to merge Diversified Financial Concepts with RWS Financial Group. Through this transition, our Broker Dealer will also be changing from LPL Financial to Cambridge Investment Research.
Our partnership with RWS Financial Group will give us access to additional support staff, technology, and systems. This alliance will provide more in depth investment analysis, enhanced in house tax expertise, advanced financial planning and phone calls answered by a live person. This will allow us to be more available and efficient, improving the overall client experience for you. I will be aligned with a group of financial professionals who share my vision of investment management, financial planning and will keep you at the center of our focus.
Edward Dublis, CLU®, chFC®, LUTCF
Edward Dublis joined RWS Financial Group in August of 2021. He is Charted Financial Consultant and a Chartered Life Underwriter receiving his accreditation through the American College, Byrn Mawr, Pennsylvania. He is also a member of the National Association of Insurance and Financial Advisors and business retirement and investment planning to his clients since 1979. Edward is committed to helping his clients improve their long-term financial success. His customized programs strive to grow, and conserve wealth by delivering an unprecedented level of personalized services.
Edward is also an accomplished musician, playing jazz piano with a big band, Hark Up Horns, and with his jazz quartet “Mood Swings”. You can listen to Ed the first Tuesday of every month at Rosa Parks in the summer and every other Thursday at the Euro Bistro.
Trey (Robert) Ellinger, CFP®
734-513-7370 ext. 152
Trey (Robert) Ellinger, CFP® specializes in leveraging technology to virtually service his clients with a goal-based financial planning approach. Everything from helping clients create a budget to trust and estate mechanics.
Trey currently holds his Certified Financial Planner™ (CFP®) designation along with his FINRA Series 7, 63 and 65 securities licenses. He also holds Life Insurance, Accidental, Health and Variable Contracts licenses.
His customer philosophy is centered on his personal drive for acting with integrity, ‘always doing what’s in his client’s best interest’ is the golden rule.
Fun facts about Trey – He kayaked over 120 miles from Key Largo to Key West, FL in 7 days. He will be getting married less than a year to his fiancée, Lindsey. Most summer weekends he can be found by the lakeshore boating with family and friends or mountain biking the local trails.
Codi Vant Voort
Client Relationship Associate
Codi Vant Voort has been in the industry since 2015 and joined the RWS Financial Group team in August of 2021. As an Client Relationship Associate, Codi brings over 10 years of administrative and clerical experience with her to provide the highest level of customer service with a go to attitude. With her attention to detail and outgoing personality, Codi is a great addition to the RWS Financial Group team.
Codi has lived in western Michigan her whole life and is also a licensed Massage Therapist. When she is not in the office, Codi loves to travel the world as much as possible. If she’s not spending time with family and friends on their boat at Keenan in Grand Haven she enjoys fishing and hunting.