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.

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Team photo

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Our advisors

Paul D Carlson

CFP®, BFA, ChFC®, CLU®, CRPC, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Paul D Carlson Visit Paul D Carlson's website

Chase Carlson

CFP®

Financial Advisor

Learn more about Chase Carlson Visit Chase Carlson's website


Our team

April Lesicki

April Lesicki

Client Relationship Manager,

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: Bible Study Fellowship, Kalamazoo Amateur Athletic Federation Board
  • Interests: Time With Family, Volleyball, Softball, and Traveling Domestically and Internationally
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Tami Rowley

Tami Rowley

Client Service Specialist

Roles & Responsibilities

  • Interests: Walking Her Dog, Time Outdoors (Camping, Hiking, Golf, etc.), and Baking
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Adam Schutz

Adam Schutz

Financial Planning Assistant,

Operations Manager

Qualifications

  • Series 7 and 66 Licensed

  • Variable Life and Health Licensed

Roles & Responsibilities

  • School: Western Michigan University
  • Degree: Bachelor of Business Administration in Finance
  • Interests: Hunting, Cowboy Camping, Guitar, and Time with Family
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