Jeff Howlett, AWMA®, CRPC™, WMS™
Co-Founder / Partner / Wealth Manager
I began my career in the financial services industry in 2018, becoming a licensed broker and life insurance agent while also leading Financial Peace University classes (Dave Ramsey). Through these classes, I taught practical, biblical money principles to help families take control of their finances, pay off debt, and build wealth.
Before this, my wife and I attended Financial Peace University at our church. In 2016, we followed the Baby Steps on our own journey to become debt-free and take control of our financial well-being—an experience that ultimately inspired me to pursue a career in finance.
Having Rick as my mentor and coach was instrumental in my development as a financial advisor. In 2022, our shared vision led us to start a new journey together and create Masters Wealth Management. We are now embarking on the next phase of our careers—building lasting relationships and providing sound investment advice to our clients for many years to come. Our goal is to deliver an exceptional experience at every stage: from planning, to execution, to ongoing support.
As your Fiduciary Financial Planner, I am deeply committed to my craft. I have earned three designations through The American College of Financial Services:
- Accredited Wealth Management Advisor™ (AWMA®)
- Chartered Retirement Planning Counselor™ (CRPC™)
- Wealth Management Specialist™ (WMS™)
I also hold a Bachelor of Science degree from PennWest University. Through my education and certifications, I adhere to a strict standard of professional conduct rooted in integrity, objectivity, competency, confidentiality, and professionalism.
I live in Hudsonville with my wife, Sara—we’ve been married for 15 years—and our three children: Zachary (22), Logan (14), and Harper (12). Zachary works for Buist and is pursuing his journeyman certification as an electrician. Logan and Harper attend Hudsonville Public Schools and are active in soccer and gymnastics.
And one fun fact about me: I absolutely love pickleball!
Accredited Wealth Management Advisor®, Chartered Retirement Planning Counselor™, and Wealth Management Specialist™ are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.