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.

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Aligned with your interests

Not only are our advisors CERTIFIED FINANCIAL PLANNER™ professionals, in addition we belong to the National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial advisors-highly trained professionals who are committed to working in the best interests of those they serve. There are currently only 1500 advisors in the country (Source: napfa.org) who provide high-quality, long-term financial planning and access to a full range of financial services-but without the influence of commissions.

Our Team

Brian Ursu
Financial Advisor
Benjamin Beck, CFP®
Managing Partner / Chief Investment Officer
James Bode
Managing Partner
Tammy J. Stoerkel
Associate Wealth Advisor
Beth Price
Director of Operations
Bonnie Barley
Client Services Manager
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