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About Us

WHY GREENWAY

As fee-only investment advisors, we help individuals, families and businesses make smarter financial decisions

As our client, you’ll experience a holistic approach that delivers clarity and confidence – no matter where you are in your financial journey. Through learning and understanding your goals, we’ll build you an easy-to-follow plan for asset growth, preservation and, most importantly, financial security. You’ll see firsthand that client partnerships at Greenway are built on integrity, trust and proven results.

Jon Rothenberg, CPA

Partner / Financial Consultant

(248) 851-2727

jon@jdrothenberg.com

My focus is always about working in the best interest of the client. The rest will take care of itself.

Jon Rothenberg graduated from Wayne State University in 1983 with a bachelor of science degree in business administration, and completed his CPA exam on the first attempt to become a certified public accountant in 1985. Jon began his securities career in 1998 and currently holds Series 66 license. As a CPA, Jon has worked with employer retirement plans for over 30 years, contributing to his exceptional understanding of ERISA rules and plan compliance issues, and he’s been formally advising on retirement plans since 2004.

Kevin Chupack

Partner / Financial Consultant

(248) 851-2727

(844) 200-8379

kevin@investingreenway.com

Clients trust us with far more than their financial assets. We walk our clients every step of the way, managing their resources, navigating life’s altering events and maintaining a disciplined approach toward realizing their financial goals.

Kevin Chupack graduated from Michigan State University with a bachelor’s degree in finance, and has been successfully serving clients’ investment needs since 2000. Prior to starting Greenway Financial, LLC, Kevin was a partner and investment advisor representative at Sage Capital Management, LLC. He’s supported a range of clients, from high net worth families to those just beginning to grow their portfolio. He loves helping families and businesses reach their financial goals and coaching them along the way.

Jessica Cummings

Administrative Assistant

(248) 851-2727

Jessica joined the team at Greenway Financial in October 2017.

Jessica graduated with honors in 2015 from Colorado Technical University with an Associate’s degree in Business Administration. Jessica has several years of experience as an administrative assistant and looks forward to continuing her learning and growth in this field. She has also worked in the areas of daycare, realty, medical billing and finance.

In her spare time, Jessica enjoys spending time outdoors, sports, shopping, volunteering at her children’s school and spending time with her family.

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