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.


Team

April Lesicki

April Lesicki

Paraplanner,

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

Chase Carlson

Client Service Coordinator,

Client Concierge

Roles & Responsibilities

  • School: Western Michigan University
  • Degree: Bachelors of Business Administration in Sales and Marketing
  • Interests: Playing golf, Buckeyes fan, spending time with family
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