Our advisors

Laura Kellmann

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Laura Kellmann Visit Laura Kellmann's website

Kara Morin

MS, CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kara Morin Visit Kara Morin's website

John Kellmann

CFP®, APMA

Financial Advisor

Learn more about John Kellmann Visit John Kellmann's website


Our team

Mitchell Carter

Financial Planning Assistant

Qualifications

  • B.A. of Economics, Eastern Michigan University, 2022

  • Series 7 and Series 66 - MI

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Claire Sytsma

Administrative Assistant

Qualifications

  • Bachelor of Social Work, Calvin University, 2023

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