Our advisors

Laura Kellmann

Laura Kellmann

CFP®, APMA®

Private Wealth Advisor

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

Dana Nelson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Dana Nelson Visit Dana Nelson's website
Kristen Roy

Kristen Roy

CFP®, CDFA®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kristen Roy Visit Kristen Roy's website
Tricia Nelson

Tricia Nelson

CFP®, APMA®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Tricia Nelson Visit Tricia Nelson's website
Brian Sommer

Brian Sommer

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brian Sommer Visit Brian Sommer's website
Kelli Fenstemaker

Kelli Fenstemaker

Associate Financial Advisor

Learn more about Kelli Fenstemaker Visit Kelli Fenstemaker's website
Kylee Mohammed

Kylee Mohammed

ChFC®

Associate Financial Advisor

Chartered Financial Consultant®
Learn more about Kylee Mohammed Visit Kylee Mohammed's website

Our team

John Kellmann

John Kellmann

Operations Director,

Investment Manager

Qualifications

  • B.A. in Finance, Eastern Michigan University, 2008
  • Series 7 and Series 66 - MI
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Samantha Collins

Samantha Collins

Client Service Manager

Qualifications

  • B.A in Psychology, The Ohio State University, 2013
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Tammy Kieselat

Tammy Kieselat

Administrative Assistant

Elizabeth Hartlzer

Operations Specialist

Stephanie Reynolds

Stephanie Reynolds

Client Service Specialist