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.
Director Of Operations
Linda Sue joined us in 2010 and brings with her over 25 years of retail management. She is a graduate of Michigan State University with a degree in Merchandising Management. She spent the last 15 years of her time in retail as a...
Agnes has been in the financial services industry for over 30 years since her beginnings at the Monroe Community Bank. She is in charge of our Monroe, MI office and coordinates our document processing and client services. She has been...
Bryan attended college at Columbia College in Chicago, IL where he graduated in 2009 and spent the next several years working as a manager with a major grocery retailer. Bryan joined the firm in 2013, and holds Series 7 and Series 66...