Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for Michael K Jones

Michael K Jones

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Michael K Jones's website
Advisor photo for Joe Billerman

Joe Billerman

AAMS®

Associate Financial Advisor

ACCREDITED ASSET MANAGEMENT SPECIALIST™
Visit Joe Billerman's website


Team

Alexis Jackey

Alexis Jackey

Administrative Assistant,

Client Service Coordinator

Qualifications

  • B.A. in Business Administration from Bethel University, Mishawaka, IN.
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