Our People
Get to know the institutional services team of FormulaFolios:
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 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.
Josh Davis
Director of Institutional Sales
Josh works directly with Financial Advisors using FormulaFolios throughout the United States. He also is the firm’s liaison with Turnkey Asset Management Providers and Unified Managed Account providers offering FormulaFolios to their end user advisors.
Prior to joining FormulaFolios in 2007, Mr. Davis spent 10 years managing his family’s business, Timber Creek Log Homes, a luxury custom home builder in Northern Michigan.
Josh graduated with honors from Aquinas College with degrees in Business and Finance. He lives in Grand Rapids, Michigan and also works out of the Grand Rapids office.
Gerald Sikkenga
Chief Operating Officer
Director
With over 25 years experience in business management, Gerry brings expertise in operations and business organization to FormulaFolios. In addition to overseeing all internal bookkeeping and portfolio accounting, Gerry is a director and shareholder in the firm. He joined FormulaFolios in 2005, and he has played a major role in the expansion of both the retail and institutional growth of the firm.
Mr. Sikkenga is a graduate of Calvin College and lives in Spring Lake, Michigan. He works from both our Spring Lake and Grand Rapids offices.
Leonard Rhoades
Southeast Regional Sales
Mr. Rhoades has been with the firm since 2006 and has played a large role in the development and distribution of FormulaFolios. He has over 15 years experience in the financial advisory business. Prior to joining FormulaFolios, Mr. Rhoades was a managing partner of his own private wealth management firm.
Len works directly with financial advisors and institutions in the South Eastern United States; helping them more efficiently grow their business and understand the benefits that FormulaFolios can provide. Len primarily works from our Grand Rapids office and resides in Allendale, Michigan.
Leonard Rhoades is a Registered Representative of and offers securities through Comprehensive Asset Management and Servicing, Inc (CAMAS). Member FINRA/SIPC. 2001 Route 46, Suite 506, Parsipanny, NJ 07054, 1-973-394-0404. CAMAS is not affiliated with FormulaFolios or Retirement Wealth Advisors, Inc.
Chip Krueger
Managing Partner
FormulaFolios Distributors, LLC
Mr. Krueger is a veteran of the financial services industry with over 20 years of experience. He is a founding partner of FormulaFolios Distributors, LLC, an Illinois-based Registered Investment Advisor established to distribute FormulaFolios to institutional investors, broker/dealers, and other RIA firms.
Chip’s work is based from the greater Chicago area and lives in Wheaton, Illinois. He is a graduate of Wheaton College.
Paul Craig
Managing Partner
FormulaFolios Distributors, LLC
Mr. Craig is a veteran of the financial services industry with over 10 years of experience. He is a founding partner of FormulaFolios Distributors, LLC, an Illinois-based Registered Investment Advisor established to distribute FormulaFolios to institutional investors, broker/dealers, and other RIA firms.
Paul’s work is based from the greater Chicago area and lives in Wheaton, Illinois. He is a graduate of Wheaton College.
Steve Beaman
Managing Partner
DuPage Business Partners, LLC
Mr. Beaman is a veteran of the financial services industry with over 20 years of experience. He is a founding partner of DuPage Business Partners, LLC, an Illinois-based Registered Investment Advisor established to distribute FormulaFolios to institutional investors, broker/dealers, and other RIA firms.
Steve’s work is based from the greater Chicago area, and he lives in Wheaton, Illinois.
Ronald Briggs, Jr
VP Regional Sales