251 East Merrill Street,
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. 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 years 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.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
(248) 833-1024 ext.101
Certified Financial Planner™ and Investment Management for individuals and families. Specializing in creating strategies to fit your investment needs. Helping you pursue your goals and objectives is my top priority. My primary...
(248) 833-1024 ext. 104
Al has been in the financial services industry for over 25 years. Working with high net worth families and individuals in creating plans for growing, preserving and distributing wealth. Al specializes in traditional asset management...
(248) 833-1024 ext. 105
John has over fourteen years of experience in the industry as a financial advisor. He currently serves as a wealth manager working directly with clients to develop a cohesive plan focused on their most complex financial goals and needs...
(248) 833-1024 ext. 108
Cameron has over twelve years of experience in the financial services industry. Currently, he serves as a wealth advisor - working directly with clients to develop a cohesive plan focused on their most complex financial goals and needs...
(248) 833-1024 ext.107
Andrew is a graduate of the University of Cincinnati where he holds a Bachelor of Arts degree from the McMicken College of Arts and Sciences. In addition, Andrew’s professional designations are numerous. In 2008 Andrew received the...
(248) 833-1024 ext. 103
I am a Certified Financial Planner ™ and experienced Investment Advisor Representative with over 27 years experience in the financial services industry. I specialize in providing personal service and creating custom strategies...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.