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
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.
Words of Wisdom
"An investment in knowledge pays the best interest."
- Benjamin Franklin

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!
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.
Meet Our Team

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.
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.