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

Nick Hendon

CRPC

Private Wealth Advisor

Learn more about Nick Hendon Visit Nick Hendon's website

Michael Gascon

CFP®

Financial Advisor

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

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

CFP®, APMA

Private Wealth Advisor

Learn more about Steven Campbell Visit Steven Campbell's website

Cory Preuss

CRPC

Financial Advisor

Learn more about Cory Preuss Visit Cory Preuss's website

Karen Rogers

Associate Financial Advisor

Learn more about Karen Rogers Visit Karen Rogers's website


Our team

Stephanie Hendon

Stephanie Hendon

Marketing Manager

Qualifications

  • Michigan State University, Bachelor of Science in Advertising
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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

Kyle Brooks

Financial Planning Specialist

Mary Jo Vander West

Client Service Specialist

Kaitlyn Nelson

Marketing Specialist