Michigan Wealth Advisory Group

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.

JOIN THE CLUB →
Fridays · 12:00–1:00 PM · Lunch & Learn
Michigan Wealth Advisory Group crest
What MWAG Offers

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.

The Program

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.

Meets Sept 25

Cash Flow & Budgeting

The foundation every other topic builds on: how to structure income, spending, and savings before anything more complex enters the picture.

Meets Oct 30

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.

Meets Oct 2

Risk Management & Insurance

Life, disability, and umbrella coverage — the planning work that protects everything else you build.

Meets Oct 9

Investments

Asset allocation and diversification, taught through a goals-based planning lens — how an advisor thinks about a portfolio.

Meets Nov 6

Tax Planning

Tax-advantaged accounts and the basics of income and capital gains planning — the thread that runs through every other topic.

Meets Oct 23

Retirement Planning

401(k)s, 403(b)s, IRAs, and Social Security — how a plan gets built for the decades after a paycheck stops.

Meets Nov 13

Estate Planning

Wills, trusts, and beneficiary planning — the closing topic of the semester, and the one that ties every prior session together.

Leadership

The team building MWAG.

MWAG's leadership is structured for continuity — built to keep running, growing, and mentoring long after its founding class graduates.

DP

Dabney Peters

Founder & President

Economics student and former Executive Wealth Summer Analyst at Goldman Sachs Ayco. Sets MWAG's curriculum and speaker program. Full bio below.

HR

Hansika Reddy Araveti

Vice President

Oversees member engagement and recruitment, and is being mentored to take over as MWAG's next President. Full bio coming soon.

AM

Anibal Mas Hachuel

Treasurer

Manages MWAG's finances and serves as an Authorized Signer for the organization. Full bio coming soon.

Meet the Founder

Why MWAG exists.

DP

Dabney Peters

Founder & President
Education
B.A. Economics, University of Michigan — Expected May 2027. GPA 3.5/4.0.
Experience
Summer Analyst, Executive Wealth — Goldman Sachs Ayco, Newport Beach.
Recognition
Hopwood Award for Exceptional Writing (2025); George Washington Award for Leadership.

Dabney 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.

Format

Weekly. Friday lunch. One topic at a time.

When
Fridays, 12:00–1:00 PM. A midday slot chosen deliberately — it's easier to bring in a practicing advisor over lunch than after a full workday.
Format
One topic, one guest speaker, every week — a practitioner walking through how that piece of financial planning actually works, with time for questions.
Who's welcome
Any Michigan student, any year, any major. No finance background required.
Cost
Free to join. No dues, no application, no interview.
Fall 2026 schedule
SEP 18Kickoff / Info Session
SEP 25Cash Flow & Budgeting
OCT 02Risk & Insurance
OCT 09Investments
OCT 23Retirement Planning
OCT 30Comp & Benefits
NOV 06Tax Planning
NOV 13Estate Planning
DEC 04Wrap-up & Transition

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.