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.

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Team photo
Team photo

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Advisors

Alex Michael Barger

APMA®, AAMS, CRPC

Financial Advisor

Visit Alex Michael Barger's website

James Isaac Downing

CFP®, CLU®

Financial Advisor

Franchise Owner
Visit James Isaac Downing's website


Team

Jackie Downing

Jackie Downing

Office Manager,

Client Service Specialist
Kristin Kowalski

Kristin Kowalski

Executive Assistant

Kelly Gubbini, FPQP™

Kelly Gubbini, FPQP™

Paraplanner

Qualifications

  • Financial Paraplanner Qualified Professional™ (FPQP™)

  • Bachelor's degree in mathematics from Eastern Michigan University

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