OUR TEAM

Rochester Office

Retirement Planning Specialist, CA Insurance License # 0K48483

(248) 641-3555

Registered Sales Assistant

(248) 641-3555

Financial Professional & Director of Operations

(248) 641-3555

(248) 641-3555

Assistant to the Advisor

(248) 641-3555

Office Administrator

2486413555

Financial Advisor, CA Insurance License # 0D89669

(248) 855-0408

Director, Office Operations

(248) 855-0408

Client Services Representative

2488550408