Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.
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Christine has been with our practice since September 2004. She enjoys spending time with her husband, 2 children and 4 grandchildren. Christine also spends her time helping with the local youth recreational soccer league and the youth programs at her Church.
A.S. in Accounting and Business Management from Michiana College of Commerce
Kelly has been with our practice since October 2019. She enjoys spending time with her husband and daughter and is always down for a card or board game night. She loves living in the Michiana area and experiencing the four seasons through out the year from visiting the local beaches in the summer, viewing the changing fall colors, or sledding in the winter.
B.S. in Tourism, Convention, Event Management from Indiana University Purdue University Indianapolis (IUPUI)
A.S. in Hospitality Management from Lake Michigan College
Lee has been with our practice since November 2004. He enjoys taking walks with his wife regularly and working in the garden. He and his wife enjoy cooking together and trying out new recipes. A special joy is that Lee and his wife get to volunteer their time in the community doing Bible education work.
A.S. in CIS- Computer Programming from Southwestern Michigan College
Natasha has been with our practice since May 2018. She enjoys hiking with her 3 Australian Shepherds, crafting, and cooking. Natasha volunteers her time to multiple organizations in the community such as; the Edwardsburg Snowmobile Club and the VFW Post #2284.
B.S. in Business with a concentration in Marketing from Indiana University
B.S. in Business with a concentration in Advertising from Indiana University
A.S. in General Studies from Kalamazoo Valley Community College
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