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Aubree has worked in the financial industry for seven years. Four of those years being in the investment industry. If you would like to schedule an appointment with Anthony or have a question about your account, you can reach Aubree on her direct line (269) 792-8782. We look forward to working with you.
Let's meet to discuss what's most important to you.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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