Wealth-Trek Advisors

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


Advisors

Advisor photo for Steven Beatty

Steven Beatty

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Steven Beatty's website
Advisor photo for Matthew Craig Lively

Matthew Craig Lively

CFP®, APMA®, AWMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Matthew Craig Lively's website
Advisor photo for Kyle Tank

Kyle Tank

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Kyle Tank's website


Team

Michelle A. Whitney

Michelle A. Whitney

Client Service Manager

Personal Intro

Michelle has 15+ years of experience in financial services industry. Michelle and her husband, Brandon, also operate an adult foster care home. She enjoys gardening and time with family and her three English Bulldogs.

Roles & Responsibilities

  • Office manager for our Imlay City location
  • Provides client service and support
  • Scheduling, business processing, and client follow up
  • Assists with day-to-day office duties
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Pamela K Cline

Pamela K Cline

Client Service Manager

Personal Intro

Pam came to Ameriprise in 2011. She lives in Port Huron with her husband Doug and their chocolate lab, Griffey. Pam and her husband have two grown daughters and three grandchildren. She loves to travel and spend time with family and friends.

Roles & Responsibilities

  • Office manager for our Port Huron location
  • Provides client service and support
  • Scheduling, client follow up and case preparation
  • Oversees business processing follow up and case solution tracking
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Rylen Shovan

Rylen Shovan

Intern

Personal Intro

Rylen joins us this summer as he enters into his senior year at Western Michigan University this fall, finalizing his degree in Personal Financial Planning. Rylen is a bright and ambitious student whom we are happy to have on our team!

Roles & Responsibilities

  • Assists with day-to-day office duties
  • Assist in preparing case work for our client meetings
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Trevor Wallace

Intern

Personal Intro

Trevor is an Economics major who joins us from Michigan State University as he enters into his Junior year. We're excited to have Trevor on the team as a valuable member this summer!

Roles & Responsibilities

  • Assists in day-to-day office tasks and administrative duties
  • Assists in client case preparations and follow up
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