6 North 2nd Street,
We are a small, nimble, and experienced team dedicated to earning your trust, striving daily to be ahead of the curve, and striving to deliver high-touch client service.
Lead Financial Advisor
Ryan Newton, CERTIFIED FINANCIAL PLANNER™ professional (CFP®). Ryan has a B.B.A. in Finance and Computer Information Systems from Mercer University and a Master’s degree from the University of Georgia. In his free time, Ryan enjoys golfing, camping, spending time at the beach and lounging on the front porch with his wife, Katie and son, Jacob.
I am an independent investment advisor representative who specializes in helping people achieve their most important goals that are aligned with their most deeply held values. My motivation comes from the sense of satisfaction of helping people create a plan and then watching that plan unfold successfully because we really took the time to understand who they are and what they hope to achieve.
Growing up in a small rural town, Ithaca, Michigan, I spent much of my time on my grandparents' dairy farm. My grandparents had an advisor who would come to the farm and meet with them at the kitchen table, and I was allowed to sit in on a few of these meetings starting around age 12, which sparked my interest in investing and financial planning. I have always valued the sense of community and safety that small towns provide.
I have a passion for aviation and hold a private pilot license and working towards becoming instrument rated and obtaining my commercial pilot certificate. I also hold an FAA Airframe and Powerplant license. I am an avid outdoor enthusiast, I enjoy mountain biking, running, camping, hiking, motorcycling, and skiing. I love spending time with my family, especially exploring our National Parks. I have been married to my wife, LaDawn for 34 years, and we have two grown adult children who are successful and self-sufficient.
Throughout my life, I have been actively involved in my community, serving on the board of education for Ithaca Public Schools in the capacity of Board President and Secretary, and being a past member of Rotary International. I am also a member of the Financial Services Institute, Airplane Owners and Operators Association (AOPA), North American Trainer Association (NATA), and Cirrus Owners and Pilots Association (COPA).
I am a graduate of Western Michigan Unversity with a BBA with a Major in Industrial Marketing and a Minor in Business Management.
Following a European upbringing, the son of a US military officer and South Tyrolean mother, at the age of 18, Phillip moved to the United States to pursue what the free enterprise system allowed… pursuit of the “The American Dream”… and many would say he succeeded. With little more than $40 to his name, he began designing a new life for himself.
He began his career in the financial industry over 20 years ago, helping others who were determined to achieve well-being, regardless of the odds. He thinks in truly unconventional ways, with high moral expectations.
Phillip loves mountain biking, boating and free-dive spear fishing. He’s involved with Amazon Xpeditions, Go To Nations’ water well drilling projects and Salvation Army’s Red Kettle Campaign. He speaks fluent Italian.
Following careers with the State Department in Seoul, Korea, and a real estate developer, Trisha discovered the financial services industry. She grew up in Plant City, Florida, and was an honor graduate of the University of Florida with a B.S. in Food and Resource Economics, and a minor in Communications, and a Master of Agribusiness Management. She earned a Ph.D. in International Business from Northcentral University, graduating with high honors.
What Trisha loves most about her work is helping make difficult concepts easy for people. Friends and clients expect her to give the hard truth- whether they like it or not, with a spoonful of sugar, of course. Phillip refers to her as “the ultimate diplomat”. She has a desire to empower and enlighten people. She believes life is challenging enough, without being overwhelmed by one’s financial picture.
Trisha believes, “What sets us apart at Verso Wealth is that we work for our clients – not the firm. Our business is to thoroughly understand our clients, inside and out. Serving the best interests of our clients is my job and my commitment.”
She loves sharing time with her husband, John, and their fur-child, Buddy, their family and close friends. She relaxes with travel magazines, pleasure reading (not academic or business), and any activity on or near the ocean.
She’s involved with several non-profits and social enterprises around the world, is an Ellis Island Medal of Honor Recipient, a member of Delta Mu Delta Honor Society of Business and is a published author in the business-as-mission repository of academic works, as well as other academic journals.
Trisha is an expert in social enterprises, businesses which serve a social mission while striving to be profitable for long-term viability. She is a global advocate and intends to speak before the United Nations regarding the contributions of social enterprises to reaching the UN’s Sustainable Development Goals.
I have been working for Focus Financial Group full-time since June 2001. I bring my experience and training in media and communications from Specs Howard School of Media Arts (formerly Broadcast Arts) to my role at Focus. I enjoy the movie experience and like to create when I have free time. As a key contact at Focus for a subset of clients, I not only work closely with the advisors but am an advocate for the best possible client experience. I am a non-registered administrative associate of J.W. Cole.
What I enjoy most about my job is helping clients resolve their issues. It gives me a sense of satisfaction when I can do that. I try to be a friend, guide, teacher, and problem-solver when I work with clients. I was born and raised in southeast Michigan and still live fairly local to where I grew up. My husband is Will and he supports me in everything I do. Many of the clients know him well and even ask about him at meetings/phone calls.
In my free time, I enjoy reading, creating videos, writing, watching movies/TV, volunteering with the deaf community, learning new things, gardening, playing pickleball, and traveling. I am trilingual (English, Spanish & American Sign Language) and I am passionate about using my language skills to help and connect with others.
Relationship Manager, Operations, IT Administration
I am a Relationship Manager as well as the IT and Operations Administrator of Focus Financial Group, Inc. where I have been working for 23 years. My role includes providing service to clients and support to advisors, as well as administrating the technical infrastructure of the company. My goal is to ensure that our clients have confidence in placing their financial concerns with us so that they can achieve their lifestyle goals with values that are important to them.
I am also an administrative professional with experience in office management, legal and insurance environments, the health & fitness field, and industrial technology. I rejoined Focus Financial Group in 2004 after working for them from 1998 to 2001.
I was born and raised in Walled Lake, Michigan, and currently live in Palm Beach County, Florida. I love the beaches here and the gorgeous weather that goes with them. I got involved in the Palm Beach theater scene back in the 80's and 90's, and appeared in about a dozen shows. My husband, Rick, who I met during my years in theater, recently retired as a teacher and we are now enjoying traveling both. I have three sons. In my free time, I enjoy the beach, spending time with my family, cooking, fitness training, and volunteer work.
I have been working in the financial industry for 47 years and have a wealth of experience to bring to my current role as a Relationship Manager. I joined Focus Financial Group, Inc in 1993 as an Office Manager and Insurance Agent, and over the years I have become a part-owner of the company. Before joining Focus, I managed the property casualty division of a national insurance agency. In 2016, I received an “Office of the Year” award for excellence in the professional management of a branch office from a nationally recognized Broker/Dealer.
After Scott Showers became the owner of Focus in 2018, I continued to work on his team as a Relationship Manager. As a Relationship Manager, I work closely with the Advisors to ensure that our clients receive the best possible experience. I am insurance licensed as well as a Relationship Manager/Licensed Assistant of J.W. Cole. With over 45 years of experience in the financial services industry, I have a strong emphasis on personal and business insurance planning.
In my personal time, I enjoy a wide variety of outdoor activities such as biking, tennis, pickleball, kayaking, and traveling with my family. I also enjoy spending time with my family, many of whom work at the office. I am married to my husband Rick and we have three adult children Amanda, Jake, and Hannah.
I joined Focus Financial Group part-time in 2010. As of September 2017, I have been working at Focus full-time assisting in administrative tasks. My first love is the culinary arts for which I have been trained and demonstrated skills. I also enjoy doing volunteer work when I'm not at Focus. I am a non-registered administrative associate of J.W. Cole.
What I enjoy most about my job is being able to assist clients even with the little things. I genuinely enjoy getting to know them on a personal level. My background started in culinary arts, for which I have been trained, and I use those skills in my volunteer work. I am bilingual (English and American Sign Language), and I love to travel with my husband and family, play pickleball, and enjoy my volunteer work alongside my husband in the deaf community.
I currently live in South Lyon, MI. and I currently work at Focus Financial with my mother, sister, and aunt. My hobbies include cooking, pickleball, and volunteering with the deaf community.
Associate Financial Advisor / Relationship Manager
I am an associate financial advisor with Focus Financial Group and my primary responsibilities include supporting the creation, execution, and monitoring of clients' financial strategy through direct client interaction, paperwork processing, and behind the scenes coordination with other team members to deliver our services. I received a bachelor's degree from Alma College in 2021, I am also a licensed producer of Life Insurance in Michigan and have my Series 65 Licensing.
When working with clients, I love hearing all of the different perspectives people have on similar topics. We take a values-based approach to investing and financial planning, aligning our clients' financial goals with their values and priorities. Solving puzzling financial situations gives me the same kind of satisfaction as putting in that last piece of a jigsaw puzzle.
I am from Durand, Michigan, a small rural town, where I grew up with a positive attitude and a hard work ethic. I learned that approach to life from the people in my community. In my free time, I enjoy wrestling, and I am looking to give back to the sport by coaching at some point in the future.