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Comprehensive Financial & Retirement Strategies

You have worked hard for your retirement, let us help you protect it.

We take a comprehensive, wide-angle approach to assessing your financial picture, carefully considering every aspect of your situation. Because no financial plan is one-size-fits-all, a thorough analysis is essential to helping you achieve your long-term goals. From Alpha to Omega, we utilize a broad range of insurance products tailored to support your retirement needs and objectives. As an independent, family-oriented financial firm, we value lasting relationships and genuinely consider our clients to be part of our family.

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Generational Vault

Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

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Kathe Meade

“Be where your feet are.”

“5 kids between the Dave and I, six grand kids, an 11-year old daughter, a little dog, a cat and two hamsters … we are the Brady Bunch,” Kathe Meade, President of Meade Wheeler Financial Group, says while she laughs. “Plus being married to my business partner is a daily reminder to keep our practice focused on what matters most … faith, family and security.”

Kathe grew up in the industry. Her step-father Ken and Mother Patricia started their agency in 1976. Ken was and still is one of Jackson County’s leading financial planners. “It’s so great to see clients I grew up with who would come into see Ken now bring their children and grandchildren in to plan for their future,” Meade recollects. “I’ve been so fortunate to watch so many families reach so many milestones together and truly watch their dreams come true. We follow the succession plan we preach.” Meade has worked in financial services and benefits for over 25 years. Over a decade ago, Kathe and David Meade bought the family business, and we became Meade Wheeler Financial Group.

For over 25 years, Meade has helped business owners provide comprehensive employee health plans and financial services for her clients. Meade has also helped many of the agencies’ financial clients navigate through the wildly complicated path of Medicare planning.

Meade also prides herself on helping women steer in to the next chapter of their life. “Divorce and death can be overwhelming and at times devastating,” Meade said. “I’ve realized humans need an objective ear and an unemotional bias to really review the truth to figure out what the next chapter of their lives is going to look like. There have been so many happy endings that started in despair.”

When Meade is not leading the Meade Wheeler Financial Group, she loves spending time with her 11 year old daughter Abigail at their cottage on Beaver Island. “There is something so magical seeing nature through a child’s eye,” Meade said. Yet, eyes lighting up around Kathe is not reserved solely for when exploring the beauty in nature with her family….

Just two simple words ‘Culinary Secrets’ has been known to light up the eyes of the Meade’s entire community, at least those of whom have had the distinct pleasure of indulging in one of Kathe’s culinary masterpieces!

When asked her secret in the kitchen, Kathe smiles and responds simply with “I cook with love!” Spending time with her daughter in the kitchen is the highlights of their time together. “Abigail makes a mean braised short rib for being 11!”

Though she may never reveal all of the secrets behind the mastery of craft, Kathe loves teaching cooking classes where she is able to share her passion with others.

Kathe Meade has been proud to call Jackson, Michigan her home for her entire life. Meade is currently a member on the Board of Directors for Cascade Manors House and on Jackson Christian Schools royal Ministries Trust Foundation committee.

Dave & Kathe Meade

Dave and Kathe come from a diverse unique background full of life experiences and situations that give us a perspective that helps us not only relate to our clients but show compassion and empathy to the clients who come face to face within life. Dave and Kathy will celebrate 33 years of marriage on October 31^st; no not because they love Halloween or wanted to dress up as a bride and groom! Honestly, it is because it was the only weekend that they could both be away from work and juggle kids to have a honeymoon! Together they have 4 adult children, and a daughter at home getting ready to graduate from Highschool in May of 2026! They also have7 grandchildren, their youngest was born in September of 2025. Their home is filled with a Golden Retriever, and a yorkie poo. A cat and Parrot too!

Being married and business partners is a daily reminder for us to keep our practice focused on what matters the most our faith, our family, and our clients. Kathe is the president of Mead Wheeler Financial Group. Kathe has been in the industry for over 34 years and feels she has been so fortunate to watch many families reach many milestones together and truly watch their dreams come true. Kathe grew up in the business. From a very young age she learned the importance of proper planning, saving, and setting goals. Dave has retired from the manufacturing world where he worked his way up from the shop floor to plant manager he has managed multimillion dollar companies and worked in many different areas of manufacturing world they’ve started working for the agency 20 years ago and is the VP Dave was in the 101st airborne and is a Vietnam Veteran. Dave is instrumental in developing plans for our clients and has a unique perspective and understanding of what our business clients face daily running a business.

David Meade: Fun Facts

Is a gifted carpenter and has done many building projects over the years
Is an Army Veteran, and is honored to have served
Is a coffee snob
Favorite food: Peanut Butter…ONLY JIFFY
Favorite Sport: Golf
Favorite song: Randy Travis, “Forever and Ever, Amen”

Kathe Meade: Fun Facts

Loves to cook, hates to bake!
Snow is not her thing…sunny beach days are the best
Idea of a good read is a cookbook
Favorite food: Anything spicy
Favorite Past time: Estate Sale Shopping
Favorite song: “It is Well with my Soul”