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Meet the Team

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Mark Drouillard, CFP®

Managing Partner


Mark has carried a Certified Financial Planner (CFP®) designation since 1994 and uses it to oversee all financial and investment strategies for our team. He takes a more hands on approach with entrepreneurs seeking alternatives to traditional investments. Advising on mergers, acquisitions and succession plans is where Mark can add unique value for our clients. 



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Frederick Cross, APMA®

Senior Financial Advisor


Bringing over 20 years of experience to the table, Fred excels at delivering customized financial advice. His Accredited Portfolio Management Advisor (APMA®) status equips him with innovative skills in Retirement Planning, Investment Research and Portfolio Construction. 



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Amy Greenroyd

Client Service Specialist


Amy is the voice you hear when calling in and typically the first face you see when visiting the office. Amy manages and integrates multiple systems for our clients. She is happily our jack of ”trades”. 

 

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Karen M. Armstrong

Financial Planning Analyst


Karen comes to us with an  impressive background in banking, financial counseling and coaching. She pulls from this experience as well as her education from Central Michigan University in order to serve the financial data needs of our clients.


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