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.

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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
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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
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