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.


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: 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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