Our History
In 1996, Jon Bucklin left his investment advisory position at a large national bank and started our flagship company, Wealth Management Partners. His desire was to leave the transactional nature of the large banks and brokerage houses to form a practice based on advice, sound financial planning concepts, and lower fees. Mr. Bucklin grew his practice as a sole practitioner until 2005 when he rescued Dan O’Toole from a similar advisory background.
In 2023 WMP Insurance Services and WMP Retirement Plan Services were formed and combined with Wealth Management Partners to create WMP Financial Group.
Jon suffered a major stroke in 2010 and had to substantially reduce his role in the business. It is in his memory and our origin as Wealth Management Partners that WMP Financial Group and its subsidiaries all start with the letters “WMP”. His successor Dan O’Toole Sr. is now the owner and principal of the business. Thank you Jon and we will not forget our roots.
DAN O’TOOLE
WMP Financial Group LLC - Principal
Dan O’Toole has provided investment, tax, and financial planning recommendations for over 30 years. Prior to joining Wealth Management Partners, Dan spent 10 years as an advisor at a mid-Michigan based financial planning firm. Prior to that he was a self-employed benefits advisor. Dan earned a bachelor’s degree in accounting/finance from Michigan State University in 1982 with additional emphasis’ in economics and mathematics. Dan’s hobbies include pickleball, mountain biking, and bike touring with his wife, Kellie. Dan and Kellie live in Leelanau County, Michigan
VICTORIA H.
WMP Financial Group LLC Executive Assistant
With a background in office management and a passion for organizational efficiency, Victoria excels as an Administrative Assistant at WMP Financial Group. With over 20 years of experience in providing top-notch administrative support, Victoria is known for her exceptional multitasking abilities, keen attention to detail, and commitment to ensuring smooth daily operations. Outside of work, Victoria is an avid reader and enjoys playing squash. Her dedication to both professional and personal growth makes her a valuable asset to the team and a key contributor to our company’s success. Victoria lives in the Lansing area with her husband.
DANIEL O’TOOLE, JR.
WMP Insurance Services LLC - Principal ; WMP Financial Group - Advisor Support
Daniel serves in dual capacities within the WMP organization—Principal of WMP Insurance Services, LLC and Advisor Support for WMP Financial Group.
As Principal of WMP Insurance Services, Daniel oversees insurance operations and develops coverage strategies aligned with clients’ financial goals. In his Advisor Support role with WMP Financial Group, he assists advisors in integrating insurance solutions into comprehensive wealth plans.
With two years of experience in the insurance industry, Daniel combines technical knowledge with a client-centered approach, helping both advisors and clients navigate complex protection planning with confidence and clarity. He graduated from Michigan State University with a degree in finance and holds a license in Property & Casualty, Life & Health, and Medicare. He works full time at the McKenzie Agency while also providing Insurance solutions for Wealth Management Partners’ clients. He can service your home, auto, business, and Medicare needs. He lives with his wife Mackenzie in the Lansing area, they enjoy traveling to northern Michigan, biking, and fishing.
“True wealth isn’t just about accumulation—it’s about clarity. We help you cut through the noise, so every decision moves you closer to the life you’ve earned.”