STRIVING FOR GOOD. FOR RESULTS. FOR IMPACT.

CURIOUS? EXCITED? CONTACT US!

CONNECT

Address:

2226 South Airport Road West Suite C
Traverse City, MI 49684

Phone:

800.499.3000 | 231.933.4396

Fax/Other:

231.929.9612

Our Qualifications

We have been working with individuals, businesses and Non-profit organizations in Michigan and California for 25 years.

We have extensive personal and professional experience.

We hold various professional designations, and qualified representatives are licensed to offer a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you pursue your financial goals.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck