Team profile

Why, Guiding Principles and Credo

Our Why

Inspire Confidence. Simplify Life. Reduce Stress.

Our Guiding Principles

  • Clients Come First
  • Family-Focused
  • Integrity Always
  • Excellence through Leadership and Teamwork
  • Pursue Life Balance

Our Credo

Inspire Confidence Group works to inspire a more confident future for clients through a collaborative advisory experience. Integrity and our clients’ interests are our highest mission.

We create a family-focused client experience aimed to simplify life and reduce stress for our clients and team members alike. We strive for excellence through leadership and teamwork.

Inspire Confidence Group pursues life balance while making a positive impact in the communities where we live.

Areas of focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Family Finances
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Inspire Confidence Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Inspire Confidence Group, Ameriprise Client Experience Award, 2020-2022
  • Brent Makarczyk, Ameriprise Circle of Success, 2011 and 2014
  • Maria Natarelli, AdvisorHub Advisors to Watch (under $1Bil), 2022
  • Michael Shuck, Ameriprise Circle of Success, 2006-2022
  • Michael Shuck, Forbes Best-in-State Wealth Advisors , 2019, 2021-2023
  • Michael Shuck, Five Star Wealth Manager, 2015-2023
  • Sasa Mirkovic, Forbes Best-in-State Wealth Advisors, 2021-2023
  • Sasa Mirkovic, Ameriprise Circle of Success, 2009-2022

Community participation

Back packs for Boys and Girls Clubs
Back packs for Boys and Girls Clubs

Western MA:

Adopt A Family, Boys & Girls Club, Barrington Stage Company. St. John’s Episcopal Church, Food Pantry

Northern MD:

Epic Center Community Centers, Food Bank

Northern and Upstate NY:

Adopt A Family, Boys & Girls Clubs, Chazy Hockey, Financial Planning Assoc, Junior Achievement, Knights of Columbus, Food Bank, Ride for Missing Children, Rouse’s Point Elem School

Central PA:

Adopt a Family, Head Start, Boys & Girls Clubs, Lions Club, Food Pantry, Wilkes-Barre Area Varsity Baseball, Zach Kollar Memorial