Preparing Michigan's next generation of wealth advisors.
MWAG is a Michigan student organization built around the client-facing side of finance — comprehensive financial planning, executive compensation, and the CFP pathway — taught in weekly sessions led by practicing advisors.
Built around the advisor's side of finance.
MWAG focuses on the discipline of financial planning and wealth advisory: helping real people and executives build, protect, and pass on what they've earned.
Practitioner-Led Sessions
Every meeting is led by a real financial planner or wealth advisor walking through how that piece of planning works in practice.
Executive Compensation Focus
A specialized curriculum on equity compensation, executive benefits, and total comp negotiation, informed by direct Executive Wealth experience at Goldman Sachs Ayco.
CFP Pathway Guidance
Structured exposure to the Certified Financial Planner certification process, exam requirements, and the path from student to practicing advisor.
National Advisor Network
MWAG is pursuing recognition as an FPA Student Community, connecting members to a national network of practicing planners and mentors.
Client-Facing Skill Building
Communication, planning software, and relationship-management skills that mirror what an advisor actually does with a client.
Career Placement Support
Resume review, interview preparation, and direct recruiting guidance for wealth management and financial planning roles.
A financial life, mapped.
Every topic we cover corresponds to a real stage in a person's financial life, in the order it actually happens. Click a stage to see what we cover.
Cash Flow & Budgeting
The foundation every other topic builds on: how to structure income, spending, and savings before anything more complex enters the picture.
Compensation & Benefits
Equity compensation, executive benefits, and how to read and negotiate a total comp package — drawn directly from Executive Wealth practice at Goldman Sachs Ayco.
Risk Management & Insurance
Life, disability, and umbrella coverage — the planning work that protects everything else you build.
Investments
Asset allocation and diversification, taught through a goals-based planning lens — how an advisor thinks about a portfolio.
Tax Planning
Tax-advantaged accounts and the basics of income and capital gains planning — the thread that runs through every other topic.
Retirement Planning
401(k)s, 403(b)s, IRAs, and Social Security — how a plan gets built for the decades after a paycheck stops.
Estate Planning
Wills, trusts, and beneficiary planning — the closing topic of the semester, and the one that ties every prior session together.
The team building MWAG.
MWAG's leadership is structured for continuity — built to keep running, growing, and mentoring long after its founding class graduates.
Dabney Peters
Founder & PresidentEconomics student and former Executive Wealth Summer Analyst at Goldman Sachs Ayco. Sets MWAG's curriculum and speaker program. Full bio below.
Hansika Reddy Araveti
Vice PresidentOversees member engagement and recruitment, and is being mentored to take over as MWAG's next President. Full bio coming soon.
Anibal Mas Hachuel
TreasurerManages MWAG's finances and serves as an Authorized Signer for the organization. Full bio coming soon.
Why MWAG exists.
Dabney Peters
Founder & PresidentDabney Peters is an Economics student at the University of Michigan and the founder of Michigan Wealth Advisory Group. Dabney spent a summer as an Executive Wealth Summer Analyst at Goldman Sachs Ayco in Newport Beach, working directly on comprehensive financial planning for corporate executives — the experience that shaped MWAG's focus on the client-facing side of finance.
Beyond MWAG, Dabney serves as an Instructional Assistant at the University of Michigan's Center for Entrepreneurship, supporting courses in leadership, innovation, and consulting for more than 200 students each term, and manages a personal trading portfolio with a focus on disciplined, data-driven risk management. Dabney is also the co-founder of Nanoblitz, a startup developing fast-acting emulsifiers for consumer products, and previously served as a Grassroots Leadership Intern for Convention of States Action in Washington, D.C.
Outside of finance, Dabney performs professionally as a jazz trombonist, wrote a first novel in the summer of 2025, and volunteers at Hope Clinic in Ypsilanti.
Weekly. Friday lunch. One topic at a time.
Come to the first meeting.
No experience, no application, no cost. Just show up on September 18th, or get on the list and we'll send details as soon as they're set.