Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Search results for:

Midwest: Michigan

Clear All Filters

Alexis Scott

Alexis Wilkinson

Financial Planner

Haana Frannk

Haana Frank, CFP®

Manager, Sr. Financial Planner

Columbus, Livonia, Onalaska, Schaumburg

Josh Davis

Financial Planner

Becky Leslie

Becky Leslie

Client Service Specialist

Livonia, Traverse City

Brittany Benvenuto

Brittany Benvenuto

Sr. Manager, Client Service

Jory Tracy

Client Service Specialist

Kadin LaCross

Kadin LaCross

Client Service Specialist

Madeline Bradley

Sr. Client Service Specialist

Meagan Blazier

Meagan Blazier

Client Service Specialist

Merideth Gillis

Merideth Gillis

Client Service Specialist

Livonia, Onalaska, Traverse City

Michelle Soucie, FPQP®

Sr. Client Service Specialist

Niki Barnes

Operations Manager

Tami Leffingwell

Manager, Client Service

Sean Miller - Sr. Director, People Operations

Sean Miller

Sr. Director, People Operations

Ready to get started?

Explore More

person sitting with an insurance advisor looking at paperwork

Personal Finance

What Is Umbrella Insurance and Do I Need It? Answers To FAQs

July 3, 2025

Personal Finance

The House Tax Bill: No Tax on Tips or Overtime

July 1, 2025

Taxes

How Much Can You Give in 2025 Without Paying Gift Tax?

June 30, 2025

Continue Browsing