How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Kevin Cleary
Financial Advisor
810-694-1130
Kevin manages our Traverse City branch of RLM Financial. As a financial advisor, his main goal is to educate his clientele to empower them to make the best investment decisions they can.Kevin currently holds the following...
Terry Stanfill
Accredited Asset Management Specialist
810-694-1130
Terry Stanfill started his career at the time of the 1987 stock market crash. He spent the first ten years of his career at First of Michigan Corporation working with his ever-growing clientele. After a competitor purchased the firm,...
Mark Smith
Financial Advisor
810-694-1130
Mark joined the firm in 2006 and brings over 20 years of practical business and management experience to the Team and clients alike.Mark was born and raised in Minnesota and attended the University of Wisconsin-Eau Claire. Mark began...
Robert A. Uptegraff Jr
Financial Advisor
810-694-1130
April Cliber
Office Manager and Administrative Assistant
810-694-1130
In October of 2016 April became our Office Manager and Administrative Assistant. April's 20 years of customer service experience, friendly nature, and dedication to detail are just a few of the things we appreciate about her...
Sharon Wynkoop
Administrative Assistant
810-694-1130
Sharon comes to us from having worked in the banking industry for 37 years. She also answers our phones, schedules client appointments, processes paperwork, connects with our Grove Point back office and frequently communicates...
Nori Norris
Special projects, Admin assistant
810-694-1130
Nori rejoined our team in June of 2022. She worked for RLM previously from 2017-2020. Nori received her degree in Business Administration from Mott Community College, and her Chartered Retirement Planning Counselor (CRPC)...