Our Advisors

Dana Nelson

Dana Nelson

Financial Advisor

Laura Kellmann

Laura Kellmann

Private Wealth Advisor

Kristen Roy

Kristen Roy

Financial Advisor

Sharee Burkel

Sharee Burkel

Financial Advisor

Tricia Nelson

Tricia Nelson

Financial Advisor

Our Staff

John Kellmann

John Kellmann

Practice Manager

Kylee Mohammed

Kylee Mohammed

Client Service Coordinator

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Contact

734.887.3207

Qualifications

  • FINRA Series 7 and 66 licensed