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Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Our Process

Our Process

Educate and develop investment strategies taylor made for you

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Our History

Our History

We're prepared to guide you through life's transitions. 

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Shared Values

Shared Values

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

Welcome to the family!

Welcome to the family!

When you work with us, you're part of the family. 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 go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Office Locations

Grand Blanc Office:                                     Traverse City Office:

                  11400 Grand Blvd                                  4110 Copper Ridge Dr Suite 204C
Grand Blanc MI 48439                                    Traverse City MI 49684
Phone: 810-694-1120                                      Phone: 231-392-1435
Fax: 810-694-1130                                           Fax: 810-694-1130


Meet Our Team

Kevin Cleary

Kevin Cleary

Financial Advisor

231-392-1435

810-694-1130

Terry  Stanfill

Terry Stanfill

Accredited Asset Management Specialist

810-694-1120

810-694-1130

Mark  Smith

Mark Smith

Financial Advisor

810-694-1120

810-694-1130

April  Cliber

April Cliber

Office Manager and Administrative Assistant

810-694-1120

810-694-1130

Sharon Wynkoop

Sharon Wynkoop

Administrative Assistant

810-694-1120

810-694-1130

Nori Norris

Nori Norris

Special projects, Admin assistant

810-694-1120

810-694-1130

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Request a Financial Consultation or Submit A Question

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