We help individuals and families pursue their ideal financial futures. Our dedicated team brings decades of combined experience to every client relationship.

President & Chief Compliance Officer
Passion drives Mike Windle in all aspects of his life. Whether it be helping his clients achieve their financial goals, caring for his family or rooting for his favorite sports teams, Mike is dedicated to doing his best because he cares. As a financial advisor, Mike enjoys the process of meeting clients the most. From sitting down with new clients and gathering information that helps build customized strategies, to seeing plans come together and be implemented, the entire process brings Mike joy, but no more so than when watching his clients finally enjoy their retirements. As the founder of Custom Wealth Management, Mike is committed to putting clients first and is proud to build on the firm's legacy established in 1986. At home, Mike spends his time with his wife Sarah and his three children: Caleb, Luke and Kate. They love to travel and hike while spending summer weekends fishing, golfing, or tailgating at UofM and Detroit Lions games.

Financial Advisor
As a husband, parent, friend, mentor and financial advisor, Kyle Whipple finds joy in identifying and fulfilling others' needs around him. Any day he is able to help someone else is a good day, which is why he loves guiding others in building strategies for financial success at Custom Wealth Management. Growing up in the Plymouth-Canton area, Kyle jumped at the chance to come back home to join the firm. A decade later, he considers it a great privilege to be working alongside a dedicated team who enhance their clients' experiences. Kyle is a follower of Christ, a member of his local church, a musician, a songwriter, a major fan of soccer, and a huge sports fan of all Detroit and Michigan State University teams. He is married to Aimee and the father of five children: Keira, Caedmon, Beckham, Graham and Mylo.

Financial Advisor
Scott is a passionate teacher, aimed at helping give clients the confidence they need for pursuing their dream retirement. Scott empowers clients with the knowledge to make wise financial decisions. Scott is driven to attracting, educating, and continuing client relationships, which has been the catalyst for his success. Scotts goal is to educate as many clients as possible to help them make smart financial decisions for their future. Scott loves Jesus. He is married to Kellie, and is a father of 4 children: Ava, Jordan, Drew, and Blake. When hes not in the office, he can be found coaching soccer, serving at Northridge church, or training for his next triathlon.

Office & Operations Manager
Melissa is a cornerstone of the CWM operations team. She works closely with our advisors and clients, providing outstanding support and ensuring the office runs smoothly. Melissa has two children and is married to her husband Phill.

Client Process Manager
Nate is a member of our operations team. He opens new accounts and services existing accounts, and is responsible for a variety of other back office activities.

Client Process Manager
Laura is a member of our operations team. Laura services existing accounts, opens new accounts and is responsible for a variety of other back office activities.

Client Process Manager
Born and raised in the Farmington area, Scarlett pursued her undergraduate studies at The University of Michigan in Ann Arbor before transferring to Belmont University in Nashville, Tennessee. There she completed her Bachelor of Business Administration. Her robust background is a rich tapestry of experiences in administrative operations, client services, and notably in spearheading complex projects. Away from the office, Scarlett finds joy in an array of hobbies and interests that keep her life balanced and vibrant. A dedicated supporter of the University of Michigan sports events, she never misses an opportunity to cheer on the teams. Scarletts love for travelling and attending concerts speaks to her adventurous spirit. An ardent animal lover, Scarlett enjoys spoiling Bella and Sanfora, her two Persians she rescued from Egypt. She also finds artistic expression in photography.

Client Process Manager
Andrea joined CWS in March 2026 as an Operation Process Coordinator. Prior to her current role, she enjoyed a 37-year career as a Credit Union Branch Manager. Outside of the office, Andrea and her husband, David, love spending time with their son and three grandchildren