Our People
Your financial journey is important, and personal
We bring diverse perspectives to the challenge of finance that is solutions-focused with a no-quit attitude. Our purpose is to disrupt your financial uncertainty and bring you peace. Money can create both opportunity and chaos. The complexity of it is only made more challenging by the many varied values, goals and life journeys we all take. To be trusted to help families define and meet these challenges is a privilege. Our team has seen it all. We understand the financial journey from every generational perspective and have a deep bench of experience with partners who touch every part of the financial picture. Through the lens of those diverse perspectives, we are aligned around a single vision — to create calm out of uncertainty and bring peace to our clients and their families.
The WMS Difference
Some things you should know about us that set us apart: Wealth Management Solutions is a Registered Investment Adviser* (RIA) that offers fee-only solutions for anyone seeking help meeting their financial goals. Our advisors operate under the fiduciary standard—the strictest duty of care recognized by the US legal system. “Fiduciary standard” means we are legally responsible to act in your best interest. As a result, our clients have come to expect honest advice rooted in their interests, not ours. We keep our advisor-to-client ratio low so our clients get more than just the attention they need – they get the attention they want.
President
Phone: (610) 524-7031
Email: th@wmsplan.com
M. TANU HAPPONEN, CFP®, CHFC®
Tanu is the president of Wealth Management Solutions (WMS) and leads the firm’s financial management experts with a commitment to creating financial peace for families. As founder, Tanu is invested in cultivating a diverse team from wide backgrounds, allowing WMS to serve families where they are across multiple generations.
A certified financial planner and a chartered financial consultant, Tanu has more than 10 years of financial planning experience working with various advisory firms, following close to a decade of working as a contractor in broadband engineering. That entrepreneurial background gives him unique insight in helping families and businesses navigate the complexities of critical and personal financial decisions.
With a bachelor’s degree in Economics and Int'l Business from Temple University, Tanu has lived in the greater Philadelphia area more than 25 years and founded WMS in 2015, building it to now serve clients and families across the country.
A native of Finland, Tanu is also fluent in three languages and in his free time enjoys traveling, the outdoors, and spending time with his wife, Debbie, and their three young children.
CEO
Phone: (800) 431-5662
Email: martin@wmsplan.com
MARTIN HOPKINS, CFP®
Martin is the CEO at Wealth Management Solutions (WMS) following the merger of his previous firm, Hopkins Investment Management. He brings seasoned leadership to the team and continues to manage a portfolio of clients cultivated over more than 20 years in financial advising.
A Certified Financial Planner® as well as an attorney, Martin earned his LLB and a B.Comm. (Bachelor of Commerce) degree from the prestigious University of Natal in Pietermaritzburg, South Africa. Martin has been a member of National Association of Personal Financial Advisors (NAPFA) since 2003 and has served on the board of the Northeast Division.
He and his wife Lyn live in Annapolis where he cultivated his love for boating and when he has a chance, he enjoys exploring the inland waters of the East Coast. In his free time, he enjoys distance hiking. He is also an active leader in Church of the Nations International.
Client Service Associate
Phone: (610) 524-7031
Email: mkessler@wmsplan.com
MELINDA KESSLER
With nearly 8 years in the Wealth Management Industry, Melinda has experience as a Client Service Associate as well as working in the Operations department. She brings her knowledge and passion for cultivating relationships while assisting clients with their wealth management needs.
She resides in Charleston, WV with her husband Glen, three sons, and their dog, Ares. Her passion for helping other does not end at work, as she has been a licensed foster parent since 2016 and has had opportunities to help the community by opening a foster closet to support the specialized needs of local children in care as well as speaking to new foster parents during training seminars.
In her free time, she enjoys time with her family outdoors, exploring new hiking trails, kayaking and spending time with her new granddaughter, Phoenix.
Senior Advisor
Phone: (609) 419-1119
Email: jenny.ignarski@wmsplan.com
JENNY IGNARSKI, CFP®
Jenny is a senior financial advisor for Wealth Management Solutions (WMS), joining the firm in 2021 as part of a merger with Hopkins Investment Management.
With more than 20 years of experience in finance, Jenny is a certified financial planner and holds a degree in business administration from Rutgers University. Recognizing big changes in life can bring uncertainty as well as opportunity, she is passionate about helping clients achieve their goals through financial planning and personalized wealth management, with a focus on life transition strategies.
A native of Singapore and fluent in three languages, Jenny started her professional career as a Dividend Representative for Shearson Lehman Hutton in New York City, one of the largest corporations in the financial services industry, where she developed her passion for client service and furthered her financial education.
In her free time, Jenny especially enjoys family time and leads a group of women with Moms in Prayer International.
Chief Investment Officer
Phone: (610) 524-7031
Email: thomas@wmsplan.com
THOMAS BALIS
Thomas is the Chief Investment Officer at Wealth Management Solutions (WMS) responsible for portfolio management as well as providing due diligence, research, and analysis to inform financial advisors at the firm with critical and timely insights that enhance financial planning and business development.
A Chartered Financial Analyst (CFA®) with a bachelor’s degree in business administration from The Ohio State University, Thomas brings nearly 20 years of business and financial expertise to the firm. Prior to joining WMS in 2021, Thomas served as the Chief Investment Officer for Hoover Financial Advisors, as well as Executive Director for JPMorgan Chase.
Thomas is also the founder of Cornerstone Portfolio Research, an independent investment research firm.
Client Service Director
Phone: (610) 524-7031
Email: dp@wmsplan.com
DANIELLE POWELL
Danielle is a client service manager at Wealth Management Solutions (WMS) and is responsible for delivering exceptional service and attention to detail for all of the firm’s clients.
Recognizing the stress that financial planning can bring to many clients, Danielle’s commitment to building strong relationships and instilling trust is a hallmark of the WMS approach to serving clients.
With a degree in hotel, motel, and restaurant management from Penn State, Danielle’s passion for stellar customer service was cultivated in the hospitality industry. Since joining WMS in 2015, she’s successfully infused high-touch service to the team.
In her free time, Danielle enjoys Orange Theory fitness, concerts, exploring new restaurants, travel, attending Eagles football games and spending time with her husband, Sean and her two kids—Evan and Alexis.
CFP®, DACFP®, CSLP®
Phone: (610) 524-7031
Email: awilkins@wmsplan.com
ADAM WILKINS, CFP®, DACFP®, CSLP®
Adam is a senior financial advisor for Wealth Management Solutions (WMS), who works with clients to achieve their goals through financial planning & personalized wealth management.
With hundreds of happy clients served, Adam is a Certified Financial Planner®, Certified Student Loan Professional®, and Digital Assets Council Financial Professional® with a bachelor’s degree in Financial Planning. As a fintech startup founder in the tax planning space, Adam brings a distinct expertise in tax minimization strategies.
In his free time, Adam enjoys traveling across the globe, frequenting the local gym, and dreaming up crazy business ideas.
Why Wealth Management Solutions?
01
Credentialed and Educated
Our team includes CERTIFIED FINANCIAL PLANNERS™ (CFPs®) and a Chartered Financial Analyst (CFA), which require continuing education in the disciplines of financial planning and wealth management.
02
Experienced
We have seen it all. Helping clients weather some of the toughest financial challenges in recent history – from the dot-com bubble of ‘00-’02, to the global financial crisis of ’07 – ’09 to the European financial crisis of 2011, to the uncertainty related to Brexit in 2016, not to mention navigating the uncertainty of a pandemic in 2020. We filter the noise of financial disruptions to bring you peace.
03
Independent
Our success is measured only by you achieving your financial goals. With access to the entire world of investment and risk management solutions, we maintain total control of your portfolios in partnership with you and have no obligations to report to anyone but you.
04
Diverse Perspectives
Our team comes from diverse backgrounds representing multiple generations. We bring perspectives from hospitality, law, technology and more to have a more holistic view of both challenges and opportunities. With a deep bench of expertise both in-house and through our vast network of trusted partners, we can tackle any financial challenge in partnership with you.
Get to know us
We are hands on and invested in your success. We welcome the opportunity to help you secure peace with your finances.
