Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After decades in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Chad Zitzelsberger | RFC®
Managing Partner
Chad Zitzelsberger, RFC, joined our office in 2006, (formerly Total Investment Planners). Chad is a graduate of Central Michigan University, where he earned his degree in Personal Financial Planning. Chad holds his Series 6, 7, and 63...
Bryce Roebke | CFP®
Partner
Terrie Zitzelsberger | CFP®
Certified Financial Planner®
989-773-3026
Mark Zitzelsberger | CLU, ChFC
Charted Financial Consultant
For over 40 years Mark Zitzelsberger has led responsible individuals towards the path of fiscal fitness. By implementing a holistic planning approach, Mark coaches you from the starting line of financial independence all the way...
Kristie Taubitz
Operations Manager
Heather Devereaux
Administrative Assistant
Heather has joined the Rise Wealth Advisors team as of 2025.