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.
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.
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”.
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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