Our Team

Whether you are concerned about your own financial needs, or those of your family or business, we are here to help. However, we don't do it alone. Our teams make it all come together. If you need any kind of assistance, please contact us. We're here for you.

 

Keith Nichol

President and CEO

Office 248-362-5009


Email

Read Bio

Marty Schmidt , CFP®, CLU®, ChFC®, RICP®

Partner

Office 248-244-6051


Email

Read Bio

Jacob Raska

Partner

Office 248-244-6198


Email

Read Bio

Steven G Lane , MBA, CFP®, WMCP®, CLU®

Associate Private Wealth Advisor

Office 248-244-6051


Email

Read Bio

Ryan Drews , CFP®, MBA

Director of Investments and Planning

Mobile 248-453-4482


Email

Read Bio

Robin Petras , AWMA®

Director of Investment Operations

Office 248-244-6051


Email

Read Bio

Mya Kulaga , AWMA®

Chief Operating Officer

Office 248-244-6051


Email

Read Bio

Christine Guerro

Director of Client Relations

Office 248-878-2965


Email

Read Bio

Monica Goerg

Insurance Coordinator

Mobile 248-362-2220


Email

Read Bio

Isaiah Hellner

Planning Assistant

Office 248-362-2220


Email

Read Bio

Michael Hassa

Operations Assistant

Mobile 248-362-2220


Email

Read Bio