BASE TO FINAL WEALTH MANAGEMENT

Our passion is assisting clients in feeling more confident about their financial decisions, whether those involve funding an education, buying a second home or planning for retirement. What are your dreams and goals for tomorrow? Integrity, excellent client service and quality advice are three of our top priorities for your financial future.

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Team photo for BASE TO FINAL WEALTH MANAGEMENT
Team photo for BASE TO FINAL WEALTH MANAGEMENT

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Team

April Lesicki

April Lesicki

Client Relationship Manager,

Client Concierge

Qualifications

  • Series 7 and 66 licensed
  • State of Michigan Insurance and Securities

Roles & Responsibilities

  • School: Western Michigan University
  • Degree: Bachelor of Business Administration in Marketing
  • Organizations/Clubs: Greater Kalamazoo Girls on the Run Marketing Committee, Kalamazoo Literacy Council Tutor, Volunteer Kalamazoo's Eat Drink Give Committee Member, Talons Out Honor Flight Board
  • Interests: Spending time with family, volleyball, softball and traveling domestically and internationally
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Chase Carlson, CFP®

Chase Carlson, CFP®

Associate Financial Advisor

Qualifications

  • Series 7 and 66 licensed
  • Certified Financial Planner™

  • Variable Life and Health Licensed

Roles & Responsibilities

  • School: Western Michigan University
  • Degree: Bachelors of Business Administration in Sales and Marketing
  • Interests: Golfing, Landscaping, Walking His Dog, Time with Family
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Tami Rowley

Tami Rowley

Client Service Specialist

Adam Schutz

Adam Schutz

Financial Planning Assistant,

Operations Manager

Qualifications

  • Series 7 and Series 66 Licensed

  • Variable Life and Health Licensed

Roles & Responsibilities

  • Western Michigan University - bachelor's degree in finance
  • Interests - Hunting, outdoor camping, guitar and time with family
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