Our advisors

Our team

Janet Rolfes

Janet Rolfes

Office Manager,

Client Service Manager


  • Central Michigan University- Management Information Systems
  • 10+ years in the financial services industry

Roles & Responsibilities

  • Assist clients with account related questions
  • Assist clients with setting up Total View and all online capabilities
  • Responsible for annual marketing plan, budget, event planning and coordination
  • Develop community presence, charitable giving and public relations
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