Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Jack Hendon, Private Wealth Advisor serving the Rockford, MI area - Ameriprise Advisors

Jack Hendon

PFS

Private Wealth Advisor

Franchise Owner
Learn more about Jack Hendon Visit Jack Hendon's website
Tim Caywood, Financial Advisor serving the Rockford, MI area - Ameriprise Advisors

Tim Caywood

CFP®, MSFS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Tim Caywood Visit Tim Caywood's website
Daniel De Witt, Financial Advisor serving the Rockford, MI area - Ameriprise Advisors

Daniel De Witt

CFP®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Daniel De Witt Visit Daniel De Witt's website
Steven Campbell, Private Wealth Advisor serving the Rockford, MI area - Ameriprise Advisors

Steven Campbell

CFP®

Private Wealth Advisor

Learn more about Steven Campbell Visit Steven Campbell's website
Cory Preuss, Financial Advisor serving the Rockford, MI area - Ameriprise Advisors

Cory Preuss

CRPC®

Financial Advisor

Learn more about Cory Preuss Visit Cory Preuss's website
Nick Hendon, Financial Advisor serving the Rockford, MI area - Ameriprise Advisors

Nick Hendon

CRPC®

Financial Advisor

Learn more about Nick Hendon Visit Nick Hendon's website
Michael Gascon, Financial Advisor serving the Rockford, MI area - Ameriprise Advisors

Michael Gascon

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Gascon Visit Michael Gascon's website

Our team

Stephanie Hendon

Stephanie Hendon

Marketing Manager

Qualifications

  • Michigan State University, Bachelor of Science in Advertising
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Sydney Bollaert

Sydney Bollaert

Marketing Specialist

Alex Buthker

Alex Buthker

Paraplanner

Jan Liszewski

Jan Liszewski

Client Service Manager

Qualifications

  • Cornerstone University: BS Business Administration, graduated Summa Cum-Laude
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Joy Foster

Joy Foster

Client Service Specialist

Barb Zemaitis

Barb Zemaitis

Administrative Assistant

Sara Sherman

Sara Sherman

Client Service Specialist

Sara Wright

Client Service Coordinator

Robert Blazak

Business Development Specialist

Samantha Munger

Client Service Coordinator