Broker Check

Meet the Team

Your financial journey, our family's commitment – because we're in this together

At our firm, we have the client—and only the client—in mind.

Welcome to our father-daughter investment advisory practice, proudly serving Michigan for over three decades. We understand the significance of securing your financial future, which is why we take time to understand your goals, concerns, and priorities to create strategies that align with your vision. 

We specialize in comprehensive portfolio management, retirement planning, investment strategies, cash flow analysis, life insurance planning, and long-term care. Our goal is to create wealth, empowering you to navigate life's financial milestones with confidence.

What sets us apart is our commitment to treat each client as an extension of our own family. We believe in fostering long-lasting relationships built on trust, integrity, transparency, and doing the right thing. Our approach is that of a small business—personalized attention, attentive listening, and an understanding of your financial ambitions. 

Located in the heart of Rochester, Michigan, we're here to guide you every step of the way. Let's embark on a journey to build and preserve wealth while securing your retirement. Your financial success is our priority, and we look forward to welcoming you into our extended family. 

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs today and for many years to come. We look forward to working with you.