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Team

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Kevin Cleary

Financial Advisor

231-392-1435

810-694-1130

kevin@rlmmi.com

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...

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Terry Stanfill

Accredited Asset Management Specialist

810-694-1120

810-694-1130

terry@rlmmi.com

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,...

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Mark Smith

Financial Advisor

810-694-1120

810-694-1130

mark@rlmmi.com

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...

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Robert A. Uptegraff Jr

Financial Advisor

810-694-1120

810-694-1130

robert@rlmmi.com

Robert joined RLM Financial Services with 28 years of experience in financial consulting & Advising. He studied at the University of Michigan for his BBA-Finance; Michigan State University for his MBA-Finance; and the University of New...
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April Cliber

Office Manager and Administrative Assistant

810-694-1120

810-694-1130

april@rlmmi.com

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...

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Sharon Wynkoop

Administrative Assistant

810-694-1120

810-694-1130

sharon@rlmmi.com

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...

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Nori Norris

Special projects, Admin assistant

810-694-1120

810-694-1130

assistant@rlmmi.com

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)...

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