With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
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Sheila was born and raised in Michigan. After 22 years of living in Arizona and 19 years working in Investors Relations. Sheila moved back to Michigan and began working with our team in 2012.
As Operations Manager, Sheila directs our client service team and works closely with the advisors. She oversees operations and processes within the practice. Contact her with suggestions or feedback on improving our service.
Shane joins the team with 17 years of Ameriprise experience as an advisor and consultant to advisor practices. As Director of Operations, Shane is responsible for the strategic functions of the practice, helping strengthen the long term vision, and helping the team provide excellent client service. He enjoys spending his spare time with his family at his home in Puerto Rico.
Elena was born and raised in Russia. She moved to the US in 1993. Her experience in the financial industry is in excess of 19 years. As a CSS, Elena works in Novi and provides client support such as money movement, conducts trades, prepares applications and helps with general client requests. Elena enjoys time with her husband Hans, son Ronnie and her two border collies and Scottie, cooking, gardening, and travelling.
Tyler recently joined our practice in March of 2022. He graduated from MSU with a BA in Arts in Finance. Tyler holds his series 7 and 66. As a CSS, Tyler works in Troy and provides client support such as money movement, conducts trades, prepares applications and helps with general client requests.
Brittany joined the practice in the Fall of 2020. As Executive Assistant to Kevin, she provides friendly, high-quality service to our clients along with supporting the practice in managing and organizing office workflow. Outside of the office she enjoys spending time with her family. She has two young daughters that keep her busy. As well as shopping, visiting with friends, and staying physically active.
Lynette joined the practice in 2018 when she moved from west Michigan. She holds many key responsibilities, greets clients and assists with pre-meeting paperwork. She makes daily reminder calls, preps advisors for meetings, handles incoming mail, scanning and filing. Outside of the office she enjoys spending time with family and friends.
Ashley recently joined the team in April of 2022. She graduated with a BA in Anthropology from the University of South Florida in 2015. As Marketing Coordinator, Ashley manages content across all social media platforms and websites, plans events, and creates all in house marketing materials. Outside of the office, Ashley enjoys spending time with friends and family, playing with her two dogs, and staying active outdoors.
Kelly joins our team with 18 years of experience in the financial industry and holds her Series 7, Series 66, and Life & Health licenses and her CFP designation. Kelly assists our advisors with client service needs, conducts trades, and leads the financial planning team. Kelly is a remote worker living in Washington D.C. with her husband. In her spare time, she enjoys tennis, outdoor activities, and brewing beer at home!
Certified Financial Planner
Jaime joins our team with 26 years of experience in the financial industry. As a Paraplanner, Jaime assists our advisors with case prep, conducting trades, preparing applications, and client service needs. Outisde of the office, Jaime is very involved at her kids high school and is currently renovating her home with her fiance!
Greg is a recent graduate from Hillsdale College and has passed the SIE Exam. He assists our advisors with case prep, conducting trades, preparing applications, and client service needs. Outside of the office, Greg comes from a large family. He is the fifth out of 8 siblings! Having lived in Michigan his whole life, he is a massive fan of the Lions and Michigan football.
Abigail joined the practice in January 2025. She holds many key responsibilities, greets clients, and assists with pre-meeting paperwork. She makes daily reminder calls, preps advisors for meetings, handles incoming mail, scanning, and filing. Outside of the office she enjoys attending theatre performances, swing dancing, and playing video games.
Sarah was previously a Financial Advisor and comes to us with a wealth of experience. As a Paraplanner, Sarah assists our advisors with case prep, conducting trades, preparing applications, and client service needs. In her spare time, Sarah likes to be active! She enjoys hiking, skiing, cycling, and even grew up doing competitive figure skating.
Shantanu joined our team in May of 2025 with a background in customer service and sales. In his role with our practice, he will be supporting the client service team and the financial planning team. Born and raised in India, his family is very close and he loves to spend time with them. Shantanu is also a fan of basketball!
Julie joined the practice in June 2025. She holds many key responsibilities, assisting with pre-meeting paperwork, making daily reminder calls, and prepping advisors for meetings. Outside of the office she enjoys spending time outdoors as she holds a degree in Horticulture. She also is an active participant in Susan G. Komen fundraising walks and loves seeing Broadway musicals.
Leah joined our team in June of 2025 as a Financial Planning Analyst. With her expertise and CFP certification, she will be working closely with our clients to retrieve data, manage incoming updates, and ensure a smooth planning process. She will also be handling case preparation, following up on meetings, drafting engagement letters, calculating RMDs, and pulling reports.
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