The Team

Our Advisors

Mark Mc Kinnon

Mark Mc Kinnon

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

B.S.B.A., 1977, Accounting. Michigan Tech University, Houghton, MI.

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Our Staff

Sara Grell

Sara Grell

Administrative Assistant