Our Team of Professionals
The dedicated members of our team are committed to providing you with the very best support and service
Ken is an OSJ Manager of Geneos Wealth Management Inc. and the Chief Compliance Officer/Investment Policy Committee member of Capital Asset Advisory Services LLC. With over 20 years experience in the financial services industry, Ken has worked for banks, wirehouses, independent broker dealers and insurance companies. He holds Series 7, Series 9, Series 10, Series 63, and Series 65 securities registrations and a Life, Accident, and Health license. Ken is responsible for new advisor development and oversees investment advisor and broker/dealer compliance along with the operations of Capital Asset Advisory Services. A native of Michigan, Ken currently resides in Franklin, MI. He has lived in five states including 4 years on Wall Street. A proud Eastern Michigan University Eagle, Ken’s hobbies include hunting, fishing, and spending time with his wife and four children.
Jon Cohen, CIMA, CFP, ChFC
Jonathan is a Certified Financial Planner and is also the Portfolio Manager for the Wealth Advisory Group Registered Investment Advisory firm. He received a B.S. from The Ohio State University in 1985 and a Masters degree in Business from Central Michigan University in 1994. He is Series 6, Series 7, Series 26, Series 63, Life, Health, and Variable Contracts licensed. He is a member of the Investment Management Consultants Association and has attained their Certified Investment Management Analyst (CIMA®) certification. Jon is married with two daughters.
Joseph Crumley graduated from Siena Heights University with his degree in Accounting in December of 2017. In his spare time, Joe enjoys watching sports, looking at possible investment properties, and hanging out with his friends.
Nick Thiede, MBA
Nick Thiede graduated from Michigan State University with a degree in International Relations and also earned his MBA from Oakland University. Nick has been working for Wealth Advisory Group since November of 2016. He enjoys spending time with his family and dog, relaxing up north, and hunting and fishing in the great outdoors.
Karen Fritz is a compliance officer for the Wealth Advisory Group. She received her B.S. from Michigan State University before eventually starting her career in the financial services industry in 2004. She has successfully completed several industry examinations including the Series 7, Series 24 , Series 63, and Series 65. In addition to her adoration for compliance, Karen is a regular volunteer for the Almost Home Animal Rescue League and an enthusiastic Spartans fan. She enjoys spending time with her husband Ryan, their son Noah, and her Yorkie Sadie.
Oliver Gooden, CFA
Oliver is the Director of Advisor Solutions at Wealth Advisory Group and a member of the Investment Policy Committee at Capital Asset Advisory Services, LLC. As a former Financial Advisor and Regional Director of an alternative investment firm, he brings a diverse background to the team. He holds a Chartered Financial Analyst® designation and Series 3, 7, 30 & 65 Licenses. He earned a BS in Finance from Southern New Hampshire University. In his free time, Oliver enjoys exploring the great outdoors and international travel.