Invest On
Your Terms

About Us

FormulaFolios were first made available in 2004, and are available exclusively through select investment professionals throughout the United States. They are managed by FormulaFolio Investments, LLC, an SEC Registered Investment Advisor headquartered in Grand Rapids, Michigan.

The FFI leadership team has over 50 years of industry experience, and our investment committee more than 60. In addition to substantial experience, FormulaFolios also fosters a work environment that appeals to inquisitive minds, always challenging the industry status quo.

Quite simply, we think there is a smarter way to invest.

At the core of our firm is the belief that emotion-free, academically proven formulas will help investors avoid poor decision making, while simultaneously increasing their statistical probability of success. By focusing our time and talents on developing smarter investment formulas, we can thus make a profound impact on the lives of of our clients.

FormulaFolios are fee-only, privately managed accounts. There are no kickbacks, no proprietary funds, and our investors’ best interests are always put before our own. While keeping our investors’ goals in mind, our formula-based approach strives to create strong and consistent performance, while keeping volatility to a minimum.

Management Team
Portfolio Managers
Service Team
Jason Wenk
Founder and Chief Investment Strategist

Jason Wenk is the founder and Chief Investment Strategist for FormulaFolio Investments. Prior to FormulaFolios, he worked for Morgan Stanley, and also founded Retirement Wealth Advisors (an SEC Registered Investment Advisor) in 2002. While building portfolios for private clients at Retirement Wealth Advisors, FormulaFolios were first developed. In addition to his work with FormulaFolios and Retirement Wealth Advisors, Jason writes a popular investing blog that is followed by thousands of individual and professional investors from around the world.

D. Ryan Wheless

Ryan Wheless has been helping clients reach and maintain their financial goals for over a decade, and is the founder and President of Allied Wealth, a Registered Investment Advisory firm headquartered in Houston, Texas. Ryan has been featured in Forbes Magazine and was the producer and co-host for “The Retirement News Network.” He frequently appears on “Great Day Houston” and is also a Fortune.com, Annuity123.com, and Fox Business contributor. His radio show, “Money Made Simple,” airs on News 92 FM KROI, The Answer 1070 AM KNTH, and News Radio 740 AM KTRH in the greater Houston area.

Mr. Wheless brings years of executive management talent to FormulaFolios, while also adding substantial financial advisor training and development experience to our team.

Ryan has earned the following professional designations and affiliations:

CRPC® (Chartered Retirement Planning Counselor®)
CCIM (Certified Commercial Investment Manager)

Danielle Tyler
Chief Compliance Officer

Danielle is the CCO of FormulaFolio Investments. In her current role with FormulaFolios, Danielle oversees the compliance efforts to ensure conformity with regulatory requirements and internal policies for the growing firm.

She most recently served as the Chief Operations Officer at her previous employer, which came after a lengthy stay as the organization’s Chief Compliance Officer, where she developed efficient, streamlined procedures focused on risk reduction and achieving compliance with State, FINRA and SEC regulations.  As a current resident of East Lansing, Michigan, Danielle spends time in both Mid and West Michigan.  Along with the 7 insurance and securities licenses maintained, she holds a Bachelor of Arts Degree from Michigan State University and a Masters of Business Administration in Finance from Davenport University.

Gerry Sikkenga
Chief Financial Officer

Gerry is the CFO of FormulaFolio Investments, LLC. His responsibilities include managing relationships with vendors as well as managing all aspects of the firms internal finances. Gerry has over 25 years experience in this capacity and is also a shareholder partner in the firm. Gerry holds a BA from Calvin College, Grand Rapids, MI.

Jeff Stukey
Director of Business Development

Jeff has been in the financial services business since 2001, serving in executive level positions for both National Marketing Organizations and SEC Registered Investment Advisory firms.  Having owned and operated his own RIA, he has an extensive background in asset management, compliance and training advisors on how to incorporate asset management into financial planning for clients.  His commitment to client service and building genuine relationships makes Jeff a great business partner for advisors and advisory firms around the country. Jeff is a graduate of Western Michigan University with a BA in Finance.

Joel VanWoerkom, MBA
Director of Operations

Joel VanWoerkom is the Director of Operations for FormulaFolio Investments.  Joel has been with the firm since 2007 and became a partner in 2010. He directly oversees the financial planning and trading operations of the firm.

Joel lives with his wife and three kids in Hudsonville, Michigan.  He earned his undergraduate degree at Calvin College and his MBA from Western Michigan University.

Jason Crump
Institutional Projects Director

Jason Crump is a founding partner of FormulaFolio Investments and 15 year industry veteran. Prior to joining FormulaFolios he worked for J.P. Mogan Chase, and Fifth Third Bank.

As the Institutional Projects Manager, Mr. Crump oversees the development of new products and platforms for the firm, including corporate retirement plans and institutional investment products. Jason is a graduate of Calvin College in Grand Rapids, Michigan.

Jason Wenk
Founder and Chief Investment Strategist

Jason Wenk is the founder and Chief Investment Strategist for FormulaFolio Investments. Prior to FormulaFolios, he worked for Morgan Stanley, and also founded Retirement Wealth Advisors (an SEC Registered Investment Advisor) in 2002. While building portfolios for private clients at Retirement Wealth Advisors, FormulaFolios were first developed. In addition to his work with FormulaFolios and Retirement Wealth Advisors, Jason writes a popular investing blog that is followed by thousands of individual and professional investors from around the world.

Keith Springer

Keith Springer is the author of Surfing the Retirement Tsunami – Your guide to staying Afloat and Retiring Comfortably and Facing Goliath: How to Triumph in the Dangerous Market Ahead, radio host of Smart Money with Keith Springer on 1530 AM KFBK, a frequent contributor on CNBC, Fox Business, The Wall Street Journal, Fortune, CNN Money and many more, editor of the Smart Money Newsletter, a market technician, a financial writer , multinational philanthropist, and President and founder of Springer Financial Advisors in Sacramento CA, an SEC Registered Investment Advisory Firm. He has developed a US Trademarked, proprietary process, known as Top-Down Tactical™ for building tax-efficient and retirement focused portfolios for high net worth individuals. Keith has been providing professional financial advice for more than 32 years, specializing in wealth management solutions for the most complex individual and institutional portfolios worldwide.

Keith is a graduate of Clark University in Worcester, MA, with additional studies at Kings College, University of London.

Ryan Wheless

Ryan Wheless has been helping clients reach and maintain their financial goals for over a decade, and is the founder and President of Allied Wealth, a Registered Investment Advisory firm headquartered in Houston, Texas. Ryan has been featured in Forbes Magazine and was the producer and co-host for “The Retirement News Network.” He frequently appears on “Great Day Houston” and is also a Fortune.com, Annuity123.com, and Fox Business contributor. His radio show, “Money Made Simple,” airs on News 92 FM KROI, The Answer 1070 AM KNTH, and News Radio 740 AM KTRH in the greater Houston area.

Ryan has earned the following professional designations and affiliations:

CRPC® (Chartered Retirement Planning Counselor®)
CCIM (Certified Commercial Investment Manager)

Brandon Graetz

Brandon is a Financial Advisor with Retirement Wealth Advisors with over 15 years experience.  Before finishing his finance degree at Grand Valley State University, he was recruited by Edward Jones.  He later spent a decade in leadership roles within the banking industry, including time with JP Morgan and Huntington Bank.  This experience has provided Brandon a unique advantage when providing wealth management solutions to individuals and FormulaFolios.

Kaleigh Metz
Advisor Services Manager

Kaleigh is Manager of Advisor Services for FormulaFolio Investments. Kaleigh leads our largest home office team, whom are responsible for processing all incoming client paperwork and coordinating directly with custodians to ensure prompt processing. She also provides training to advisors and their staff throughout the US.  Kaleigh graduated with honors from Grand Valley State University with a degree in Business Management.

Matthew Voss
VP of Trading Systems

Matthew Voss is the VP of Trading Systems. Matt has over seven years of trading experience for Retail and Institutional clients and 4 years of managing a Trade Desk before joining FormulaFolios.  Matt provides accurate and timely execution for all our clients and provides service across several trading platforms.  He joined FormulaFollios in 2014.

Matt primarily works out of our Jenison office, he lives with his wife and two kids in Allendale, Michigan.  He earned his Bachelors Degree from Ferris State University in 2003.

Lies Rusticus
VP of Advisor Services

Lies Rusticus is an Advisor Services Support team member at FormulaFolio Investments with the responsibilities of processing new business, helping Investment Advisor Representatives with daily issues and concerns, advisor training, cashiering, and assisting with the management of technologies. Lies graduated from Grand Valley State University with a bachelor’s degree in public relations. Lies got married in July, 2012 and resides in Wyoming, MI with her husband. Her hobbies include going to concerts, spending time with family and friends, and being happily married.

Derek Prusa, CFA, CFP®
Senior Market Analyst

Derek Prusa is the Senior Market Analyst for FormulaFolio Investments where he works diligently to research and monitor financial market conditions and select the best investment strategies for each of FormulaFolios’ proprietary models. Derek also provides valuable insight to the affiliated advisors and clients of FormulaFolios by producing accessible and understandable weekly, monthly, and quarterly market commentary summaries.

Since joining the FormulaFolios team in 2014, Derek received his CFP designation and became a CFA charterholder. In 2015 he was named in LifeHealthPro’s 30 under 30. When he’s not researching market trends or reading up on financial news, Derek enjoys running, watching the Chicago Cubs, and spending time with his wife and one-year-old son.