The Team

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.

Our Staff

April Lesicki

April Lesicki

Paraplanner

Client Concierge
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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
Caitlin Borton

Caitlin Borton

Operations Manager

Office Manager
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Qualifications

  • Series 7 & 63 Licensed

Roles & Responsibilities

  • School: Western Michigan University & Kalamazoo Valley Community College
  • Degree: Bachelor of Business Administration of Finance with a concentration in Financial Planning
  • Degree: Associates Degree in Business Administration
  • Interests: Camping, fishing and spending time with family and friends
Jennifer Welch

Jennifer Welch

Client Service Coordinator

Client Concierge
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Roles & Responsibilities

  • School: Western Michigan University
  • Degree: Bachelor Degree in Applied Science
  • Degree: Associates Degree in Marketing
  • Organizations/Clubs: Portage soccer club, Portage Central PTO and Talons Out
  • Interests: Hiking, traveling, sewing and attending all soccer events for her daughter
Chase Carlson

Chase Carlson

Client Service Coordinator

Client Concierge
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Roles & Responsibilities

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