Meet the Traverse City Team
When Brian Ursu, founder of Intentional Wealth Advisors, LLC (IWA) started looking for a successor firm to help continue his work, he established a set of criteria by which he would measure suitability. These included cultural consistency, local leadership, staff retention and an enhanced client experience. Beck Bode stood out amid a pool of 20 firms. Brian chose Beck Bode as his successor based on an alignment of values, mission, and purpose. Both firms were committed to a high degree of discipline, full transparency, and patience.
In 2022, IWA joined the Beck Bode family of companies. The Traverse City team is excited to be a part of Beck Bode, knowing that they share similar views – not only when it comes to financial planning, but also regarding how they treat clients, each other, and the community.