Our advisors

Leslie E Joerke

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Leslie E Joerke Visit Leslie E Joerke's website

Luke Nolan

CFP®, APMA

Financial Advisor

Registered Principal
Learn more about Luke Nolan Visit Luke Nolan's website


Our team

Michael Beckert

Michael Beckert

Practice Manager

Qualifications

  • Bachelor of Science - Mechanical Engineering - Michigan Technological University
  • Master of Science - Mechanical Engineering Design - University of Michigan
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Lindsey Collins

Lindsey Collins

Client Service Manager

Qualifications

  • Associate in General Studies - Kalamazoo Valley Community College
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Rachael Molitor

Rachael Molitor

Client Relationship Manager