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Experienced Advice.

Small-town Service.

The Power of Collaboration

At Downtown Wealth Partners, our passion is championing the needs of our clients. Our strategy is to listen carefully, follow up with insightful inquiries, and always put the needs of our clients first. In addition, we draw on our combined experiences working in the financial industry to assist clients on their path to financial security and independence.

Our Services

Downtown Wealth Partners offers comprehensive financial services. Our team of professionals work with you to develop a well-considered plan that will help you take care of your financial demands and needs.

  • Portfolio Construction and Proactive Ongoing Investment Advice
  • Analysis of Existing investments and annuities
  • Strategic Asset Allocation
  • Trust Management
  • Tax-efficiency and tax loss harvesting
  • Low-cost investments
  • Asset Placement
  • Cash Flow Projections and income distribution planning
  • 401k/403b Analysis & Ongoing Recommendations
  • Retirement Planning (i.e. “What If” Scenarios)
  • Tax Efficient Ways To Access Retirement and investment funds
  • IRA Required Minimum Distribution (RMD) calculations and planning
  • Tax Planning
  • Financial Organization and Net Worth Analysis & Projections
  • Proactive Tax Planning & Monitoring
  • Coordination of Tax & Investment Planning
  • Education Plan Recommendations / 529 Plans
  • Roth IRA conversions strategies
  • Qualified Charitable Distribution (QCD) planning
  • Long Term Care and Life Insurance needs and policy analysis
  • Trust & Estate Planning
  • Family Gifting Strategies & Projections
  • Charitable Gifting Strategies & Analysis
  • Business Succession Planning
  • Risk Management & Insurance Planning

Committed to Our Community

We founded Downtown Wealth Partners to provide personalized and tailored financial advice to clients, who are our neighbors, friends, and family. We focus on building long-term relationships based on trust and transparency. Our team is excited to bring our financial expertise to our community, and we are dedicated to helping clients achieve financial security and success.

Meet The Team

Financial Advisor, Managing Partner

Greg C. Downey

Greg C. Downey helps clients achieve their financial goals through intelligent, conservative planning and tailored guidance. He takes a client-first approach built on active listening, clear communication, and translating complex financial concepts into actionable strategies.

Professional Experience & Background

  • Managing Partner & Financial Advisor: Co-founded Downtown Wealth Partners in Northville, Michigan, providing personalized investment management, retirement planning, and wealth strategies.
  • Raymond James & Associates: Served as Vice President of Investments from 2008 to 2023.
  • Edward Jones: Began his financial advisory career in 2000.
  • Education & Credentials: Earned a bachelor’s degree in marketing from Michigan State University. He holds Series 7, 63, and 65 securities licenses.

Personal Life

A Michigan native, Greg resides in Milford with his wife, Karyn, and their four children: Logan, Haylee, Sabrina, and Jayden. In his free time, he enjoys spending time with family and attending sporting events.

(E) greg@downtownwp.com

Financial Advisor, Managing Partner

Chris Willerer

Chris Willerer, a Financial Advisor with over 20 years of experience, specializes in providing tailored advice to individuals and corporate clients in the areas of investments, retirement planning, taxation, and estate planning. His experience in the financial industry has given him the knowledge necessary to help guide his clients toward the best financial decisions in their journey toward financial security and independence.

Chris earned a degree in business from Hillsdale College, where he was a student athlete and team captain as a pitcher on Hillsdale’s baseball team. He has transferred his love of the game and helping others by coaching youth sports. Chris also enjoys reading and spending time with his Family.

Chris is married with three children, Jenny, Abby, and Jake. He and his wife, Julie, grew up in Northville and made it their home.

(E) chris@downtownwp.com

Senior Client Service Associate

Tracy Anderson

Tracy serves as a core pillar of the Downtown Wealth Partners team, managing business operations and client relations with a steadfast commitment to accuracy, efficiency, and elite service. Bringing over 25 years of deep industry experience across financial services and accounting, she seamlessly handles a diverse range of client needs to ensure a smooth, high-touch operational experience.

Tracy’s career reflects a long-standing history of partnership, alignment, and trust. She began her financial services journey in 2001 at Edward Jones, working closely alongside Greg. In 2008, she and Greg transitioned their practice to the Raymond James & Associates Group in Northville, Michigan, before she officially expanded her role in 2013 to support both Chris and Greg. In addition to her extensive industry tenure, Tracy has served her local community as a registered Oakland County Notary Public since 2001.

A proud Michigan native, Tracy resides in Wolverine Lake with her husband, Jon-Marc, and their two sons. Kyle and Alex. Outside of the office, she loves disconnecting in nature-whether she is hiking, fishing, or just relaxing outdoors-and is an active member of the Orchard Grove Community Church.

(E) tracy@downtownwp.com

Client Service Associate

MaKayla Sheppy

Makayla assists the Downtown Wealth Partners team by working closely with clients and supporting the team in various aspects of the business. Her goal is to provide attentive, accurate, and efficient service while helping create a positive experience for every client. Makayla brings a background in financial services, with experience in retirement plans, financial products, and client relationships.

Makayla graduated from Grand Valley State University and began her career in financial services. Through her experience, she developed an interest in helping individuals and families work toward their financial goals. She is continuing to expand her knowledge of the industry and pursue additional licensing and education as she builds her career in financial services.

Outside of work, Makayla enjoys spending time with family and friends, staying active, and exploring new places. She is excited to be part of the Downtown Wealth Partners team and looks forward to building meaningful relationships with clients.

(E) makayla@downtownwp.com

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Director of Investments

Erin Corbett

Director of Finance & Human Capital

Jenny Kurz

Marketing Coordinator

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Director of Investments

Erin Corbett

Director of Finance & Human Capital

Jenny Kurz

Marketing Coordinator

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

Resource Partners

Resource Partners

Get In Touch

Do you have questions for Downtown Wealth Partners and want to get in touch? Give us a call Monday – Friday, 8:30 a.m. – 4:30 p.m. ET, or email us at any time. We are here to serve you.