THE

TEAM

 Wealthspan Advisors is a group of highly trained scientists and financial advisors whose passion is helping people understand how inter-related health and wealth are, so better decisions can be made concerning the planning surrounding the risks that longevity can bring to both.

KIRK ASHBURN

Chief Executive Officer, Co-Founder 

Kirk Ashburn is a highly trained professional with more than 15 years of industry experience. He has successfully been involved in helping individuals and families in Illinois and across the country to change the way they save and plan for their future as well as generations to come.

 

Kirk focuses on providing retirement income planning services with the goal of educating clients as to their options for meeting their current financial needs, achieving their long-term financial goals, avoiding common retirement-planning mistakes and enjoying a lifetime of financial freedom. This approach helps his clients have confidence with their financial affairs, now and throughout their retirement.

 

The most important thing to Kirk is his wife, Priscilla, and their children.

JEFFREY STUKEY

President, Co-Founder 

Jeff has been in the financial services business for 20 years. Most of his time has been spent in executive level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He has a deep understanding of financial planning and the financial products that can be used to create the desired outcome for clients.

 

After watching his parents work hard, but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to really help them grow and protect their wealth so they could live their best life. Because of the experience gained over the last 20 years, Jeff has been able to communicate well with clients, understand what they are trying to accomplish and help put them in a position to really thrive in and through retirement.

KYON PANNILL

Investment Advisor, Partner 

Kyon has over a decade of experience in the financial services industry and got his start in the business as a financial analyst before moving on to the banking sector. He later joined one of the fastest growing Registered Investment Adviser firms in the country and was responsible for trading or overseeing the trading of client assets in excess of $2 billion. His vast experience in the business has provided an understanding of financial assets and how different investment vehicles can be used to help clients grow and protect the assets they need for retirement.

scientific advisors

S. JAY OLSHANKSY, PhD

Chief Science Officer

S. Jay Olshansky received his Ph.D. in Sociology at the University of Chicago in 1984. He is currently a Professor in the School of Public Health at the University of Illinois at Chicago, Research Associate at the Center on Aging at the University of Chicago and at the London School of Hygiene and Tropical Medicine, and Chief Scientist at Lapetus Solutions, Inc.

The focus of his research to date has been on estimates of the upper limits to human longevity, exploring the health and public policy implications associated with individual and population aging, forecasts of the size, survival, and age structure of the population, pursuit of the scientific means to slow aging in people (The Longevity Dividend), and global implications of the re-emergence of infectious and parasitic diseases.

Dr. Olshansky is on the Board of Directors of the American Federation of Aging Research.

STEVEN AUSTAD, PhD

Director of Scientific Breakthroughs 

Steven Austad is a distinguished professor and Chair of the Department of Biology at the University of Alabama at Birmingham. After earning an undergraduate degree in English literature from UCLA, he left academia for a number of years during which among other things, he drove a taxi cab in New York City, worked as a newspaper reporter, and trained large cats for television and movies.

His interest in science awakened by his animal training, he returned to academics to study animal behavior more formally, receiving his PhD in biology from Purdue University. He is author of more than 200 scientific articles and more than 150 newspaper columns on science.

His book Why We Age: What Science Is Discovering about the Body’s Journey Through Life has been translated into 8 languages.

IMPORTANT DISCLOsuRES

Investment Advisory Services offered through Wealthspan Investment Management, LLC (WIM), a Michigan Registered Investment Adviser.  The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.

 

Wealthspan Advisors, LLC and WIM are not affiliated.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. 

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Wealthspan Investment Management, LLC.

© 2021 by Wealthspan Advisors, LLC.