Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

close

Team photo
Team photo

View Larger




Team

Cheryl Williams

Cheryl Williams

Client Relationship Manager,

Paraplanner

Qualifications

  • Bachelors of Business Administration in Finance and Information Systems & Operations Management, University of Toledo, 1999

  • Over 26 years of experience in the Financial Services Industry

  • Licenses: Series 7, 63, 66, MI Life, Health, & Variable Annuities

Roles & Responsibilities

  • Documentation of client meetings and coordination of resulting tasks
  • Assisting clients with account processing needs
  • Client relationship and service support
View more
Jessica Simon

Jessica Simon

Administrative Assistant

Qualifications

  • Associates Degree in Office Administration, Lansing Community College, 2006

  • Over 18 years of Office Administration experience

Roles & Responsibilities

  • Management of all scheduling and calendar entries for our entire team
  • Client meeting prepartion
  • Management of front office and business-related systems
  • Coordination of advisor licensing and continuing education requirements
View more