Our advisors

Our team

Stephanie Marcum

Stephanie Marcum

Practice Manager

Qualifications

  • Graduate of Ashford University: Bachelor of Arts, Social Science

Roles & Responsibilities

  • Practice Management, Human Resources, Business Operations, Client Experience
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Melanie Leonard

Melanie Leonard

Client Service Specialist

Qualifications

  • Graduate of KSU: Bachelor of Science, Human Services

Roles & Responsibilities

  • Client Relations, Business Processing, Meeting Coordination, Training, Scheduling and Calendar Management
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Shane Harvey

Shane Harvey

Financial Planning Analyst

Qualifications

  • Series 7, 66, and Life and Health insurance licenses
  • Bachelor's Degree in Criminal Justice from Wayne State University

Roles & Responsibilities

  • In addition to managing the Financial Planning department, Shane is directly involved in creating and delivering financial plans and other client documents.
  • With a strength in technology and workflow, he collaborates with advisors to systemize and streamline internal practice procedure.
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Tracey Love

Tracey Love

Client Service Manager

Roles & Responsibilities

  • Client Relations
  • Business Processing
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