How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Our advisors

Shaun Osborne

Shaun Osborne

CFP®, CRPC®

Private Wealth Advisor

Managing Partner of OsborneKlein
Learn more about Shaun Osborne Visit Shaun Osborne's website
Jason Klein

Jason Klein

Financial Advisor

Managing Partner of OsborneKlein
Learn more about Jason Klein Visit Jason Klein's website
Randy E Orwig

Randy E Orwig

CRPC®, RICP®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Randy E Orwig Visit Randy E Orwig's website
Gregory J Chimner

Gregory J Chimner

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Gregory J Chimner Visit Gregory J Chimner's website
Jackie Antone

Jackie Antone

Financial Advisor

Investment Manager
Learn more about Jackie Antone Visit Jackie Antone's website
Jeff Wynder

Jeff Wynder

CRPC®

Financial Advisor

Operations Manager
Learn more about Jeff Wynder Visit Jeff Wynder's website
AJ Srmek

AJ Srmek

CFP®

Financial Advisor

Operations Manager
Learn more about AJ Srmek Visit AJ Srmek's website
Jeffrey Neill

Jeffrey Neill

Financial Advisor

Business Development Manager
Learn more about Jeffrey Neill Visit Jeffrey Neill's website
Ben Whitaker

Ben Whitaker

Financial Advisor

Financial Planning Analyst
Learn more about Ben Whitaker Visit Ben Whitaker's website

Our team

Donald Stoner

Donald Stoner

Operations Director,

Senior Vice President

Qualifications

  • Licensed in series 7, 63, 65, 24, 9, 10 and various insurance licenses
  • 20 years in the financial services industry

Roles & Responsibilities

  • Chief Operating Officer
  • Provides leadership to the design, enhancement, reporting and oversight of the Firm's systems, processes, workflows, procedures, human resources, recruiting and training
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Anissa Kindt

Anissa Kindt

Practice Manager

Qualifications

  • Baker College – Business Administration Management/Marketing
  • 20+ years experience in the financial services industry

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Answering account related questions and assist with processing needs
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Krissy Dill

Krissy Dill

Practice Manager

Qualifications

  • Davenport University – Management
  • 7 + years experience in the Customer Service Industry

Roles & Responsibilities

  • Facilitates business processing after client meetings
  • Coordinates client meeting activity
  • Answering account related questions and assist with processing needs
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Jacqueline O'Dell

Jacqueline O'Dell

Marketing Manager

Sarah Hansen

Sarah Hansen

Business Development Specialist

Qualifications

  • 15 Years + Client Service & Sales Experience

Roles & Responsibilities

  • Develop and implement annual marketing plan to meet client acquisition goals
  • Contact prospects to set up meetings or appointments
  • Coordinate seminars and client appreciation events
  • Implement key marketing activities
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Joellen Croft

Joellen Croft

Client Service Manager

Qualifications

  • Michigan State University
  • 20+ years of experience in the financial services industry

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Answering account related questions and assist with processing needs
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Michael Brown

Michael Brown

Client Service Specialist

Qualifications

  • Western Michigan University
  • 3 + years experience in the Customer Service Industry

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Answering account related questions and assist with processing needs
  • Implement key marketing activities
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Amy Hamp

Amy Hamp

Client Service Specialist

Qualifications

  • 20 + years experience in the Customer Service Industry

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Answering account related questions and assist with processing needs
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Brooke Dykhuis-Leonard

Brooke Dykhuis-Leonard

Client Service Specialist

Qualifications

  • KVCC - Early Childhood Education and Business Administration
  • 10+ years in the Customer Service Industry

Roles & Responsibilities

  • Schedule client appointments
  • Provide administrative assistance
  • Conduct client appointment reminder calls and check-in calls on follow up items
  • Maintain client experience standards
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Alexandra Hughes

Alexandra Hughes

Client Service Specialist

Qualifications

  • KVCC/Davenport University - Accounting
  • 4 + years in the Financial Industry

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Answering account related questions and assist with processing needs
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Leah Walker

Leah Walker

Client Service Specialist

Qualifications

  • North Central Michigan College
  • 16+ Years in the Customer Service Industry

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Answering account related questions and assist with processing needs
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Sandy Grantham

Sandy Grantham

Administrative Assistant

Qualifications

  • 25+ years experience of office management in financial and legal services

Roles & Responsibilities

  • Office Accounting/Human Resources
  • Leadership support
  • Facilities maintenance
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Shamari Browning

Shamari Browning

Client Service Specialist

Qualifications

  • Kalamazoo College
  • 3+ Years Experience in Customer Service and Finance Industry

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Answering account related questions and assist with processing needs
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