The Team

The Demps Group

Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients — and their families — through the process.Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.

Our Advisors

Jay B MacKenzie

Jay B MacKenzie

Financial Advisor

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Top Areas of Focus

  • Business Retirement Plans
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

B.A. History & Economics, Wayne State University, 1970-1974
AR License #376946

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Kenneth Demps

Kenneth Demps

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans

Education

Bacholor of Business, Accounting, Wayne State University, 1980-1984

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Bob Dennis

Bob Dennis

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

Walsh College of Accountancy and Business Administration, Bachelor of Business Administration, 1993-1995

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Our Staff

Sheetal Patel, CFP(r)

Sheetal Patel, CFP(r)

Registered Client Service Associate

Financial Planning Analyst
Lauren Keilman

Lauren Keilman

Registered Client Service Associate