With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Bruce Mc Court

CFP®, ChFC®, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bruce Mc Court Visit Bruce Mc Court's website

Nicholas Raymond Powers

CRPC, RICP®

Financial Advisor

Retirement Income Certified Professional®
Learn more about Nicholas Raymond Powers Visit Nicholas Raymond Powers's website

Steven Null

Associate Financial Advisor

Learn more about Steven Null Visit Steven Null's website

William Brucken

Associate Financial Advisor

Learn more about William Brucken Visit William Brucken's website


Our team

Christine Whiteman

Christine Whiteman

Client Relationship Manager

Personal Intro

Christine has been with our practice since September 2004. She enjoys spending time with her husband, 2 children and 4 grandchildren. Christine also spends her time helping with the local youth recreational soccer league and the youth programs at her Church.

Qualifications

  • A.S. in Accounting and Business Management from Michiana College of Commerce

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Kelly Scholtes

Kelly Scholtes

Client Relationship Manager

Personal Intro

Kelly has been with our practice since October 2019. She enjoys spending time with her husband and daughter and is always down for a card or board game night. She loves living in the Michiana area and experiencing the four seasons through out the year from visiting the local beaches in the summer, viewing the changing fall colors, or sledding in the winter.

Qualifications

  • B.S. in Tourism, Convention, Event Management from Indiana University Purdue University Indianapolis (IUPUI)

  • A.S. in Hospitality Management from Lake Michigan College

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Lee Helmlinger

Lee Helmlinger

Financial Planning Assistant

Personal Intro

Lee has been with our practice since November 2004. He enjoys taking walks with his wife regularly and working in the garden. He and his wife enjoy cooking together and trying out new recipes. A special joy is that Lee and his wife get to volunteer their time in the community doing Bible education work.

Qualifications

  • A.S. in CIS- Computer Programming from Southwestern Michigan College

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Natasha Trotter

Natasha Trotter

Marketing Specialist

Personal Intro

Natasha has been with our practice since May 2018. She enjoys hiking with her 3 Australian Shepherds, crafting, and cooking. Natasha volunteers her time to multiple organizations in the community such as; the Edwardsburg Snowmobile Club and the VFW Post #2284.

Qualifications

  • B.S. in Business with a concentration in Marketing from Indiana University

  • B.S. in Business with a concentration in Advertising from Indiana University

  • A.S. in General Studies from Kalamazoo Valley Community College

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