Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Jamie T May, Financial Advisor serving the Rockford, MI area - Ameriprise Advisors

Jamie T May


Financial Advisor

Franchise Owner
Visit Jamie T May's website


Mary Jo Vander West

Mary Jo Vander West

Office Manager

Shelley Misenheimer

Administrative Assistant