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.



Our advisors

Robert Kerschbaum

CFP®

Private Wealth Advisor

Learn more about Robert Kerschbaum Visit Robert Kerschbaum's website


Our team

Reina Jenkins

Reina Jenkins

Executive Assistant

Personal Intro

Reina is a graduate from Western Michigan University with a major in graphic design, and is thrilled to have achieved her life-long dream of being an executive assistant. She is married to her high school sweetheart, Isaac, and has three cats. She enjoys tea lattes, eating whatever candy is around, and she has a minor obsession with wiener dogs (especially when they are wearing sweaters).

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