Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


Advisors

Jonathan Stanley

Financial Advisor

Managing Director
Visit Jonathan Stanley's website


Team

Caitlin Stanley

Caitlin Stanley

Registered Client Service Associate

Personal Intro

I am an Oakland University graduate and have been in the financial services industry since 2018. I enjoy working closely with our clients; assisting them with their financial goals and seeing their successes. In my spare time, I'm an avid music listener of all genres, enjoy cooking and spending time with my family and pets.

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