About Us

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.

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.

Kyle Otis joined Greenway Financial in March of 2022 as an associate financial advisor. Kyle graduated from University of Michigan with a bachelor’s degree in economics and applied statistics. Kyle is currently studying for his security license. Kyle is a driven, analytical thinker and is excited to use these skills to help clients with their financial journeys. Away from the office, you can find Kyle playing recreational sports and spending time with his dog Daisy.