Our advisors

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
View more
Shannon Kelly

Shannon Kelly

Practice Manager

Qualifications

  • Western Michigan University – Organizational Communication
  • 8+ years experience in the customer service industry

Roles & Responsibilities

  • Facilitates business processing after client meetings
  • Coordinates client meeting activity
  • Prepares documents for clients
  • Business Operations and Technology Support
View more
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
View more
Jeffrey Neill

Jeffrey Neill

Business Development Manager

Qualifications

  • 11+ years of customer service and marketing experience

Roles & Responsibilities

  • Direct responsibility for annual marketing plan, budget, event planning and coordination
  • Develop community presence, charitable giving and public relations
  • Enhancing the overall client experience
View more
Stephanie Schellenberg

Stephanie Schellenberg

Client Service Manager

Qualifications

  • Purdue University
  • 18+ years experience in the financial services industry
  • Series 7 and 66 Securities License
  • Licensed in Life and Health Insurance, Annuities

Roles & Responsibilities

  • Assist clients with account related questions
  • Client meeting preparation and follow-up
  • Associate Financial Advisor trainee
View more
Jennifer Bailey

Jennifer Bailey

Financial Planning Specialist

Qualifications

  • Central Michigan University - BA
  • 5+ years experience in the financial services industry

Roles & Responsibilities

  • Prepare financial planning data/information to advisors
  • Assist clients with account related questions
  • Insurance product delivery and related inquiries
  • Client meeting preparation and follow-up
View more
Stephanie Huynh

Stephanie Huynh

Client Service Manager

Qualifications

  • Grand Valley State University - Advertising
  • 7+ years experience in the customer service industry

Roles & Responsibilities

  • Facilitates business processing after client meetings
  • Coordinates client meeting activity
  • Prepares documents for clients
View more
Joellen Croft

Joellen Croft

Client Service Specialist

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
View more
Heidi Haaxma

Heidi Haaxma

Client Service Specialist

Qualifications

  • 20+ years experience in the financial services industry
  • Microsoft Certified

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Technology support
View more
Jodie Schut

Jodie Schut

Receptionist

Qualifications

  • 10+ years experience in business administration

Roles & Responsibilities

  • Implement and maintain client experience standards
  • Schedule and confirm appointments for advisors
  • Facilities maintenance
View more
Alexandra Wark

Alexandra Wark

Business Development Specialist

Qualifications

  • Western Michigan University - Sales and Business Marketing
  • 2+ years in the Sales and Marketing industry

Roles & Responsibilities

  • Develop community presence, charitable giving and public relations
  • Assist with client appreciation events and educational seminars
View more
Larissa Groves

Larissa Groves

Client Service Specialist

Qualifications

  • Studying at Kalamazoo Valley Community College
  • 6+ years experience in the customer service industry

Roles & Responsibilities

  • Facilitates business processing after client meetings
  • Coordinates client meeting activity
  • Prepares documents for clients
View more
Krissy Dill

Krissy Dill

Client Service Specialist

Qualifications

  • Davenport University – Management
  • 2 + years experience in the customer service industry

Roles & Responsibilities

  • Facilitates business processing after client meetings
  • Coordinates client meeting activity
  • Prepares documents for clients
View more
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
View more
Sharyn Olliffe

Sharyn Olliffe

Administrative Assistant

Qualifications

  • 20 + years experience in the Customer Service in the Private Club Industry

Roles & Responsibilities

  • Implement and maintain client experience standards
  • Schedule and confirm appointments for advisors
  • Provides administrative support
View more
Eric O'Brien

Eric O'Brien

Paraplanner

Qualifications

  • California State University, San Francisco – B.S. Business Administration, Finance
  • Licensed in series 7
  • 2 + years experience in the financial services industry
  • 14+ years experience in the customer service industry

Roles & Responsibilities

  • Assist clients with account related questions
  • Client meeting preparation and follow-up
  • Facilitates business processing after client meetings
  • Associate Financial Advisor trainee
View more
Amy Rachac

Amy Rachac

Client Service Specialist

Qualifications

  • Cornerstone University - Accounting
  • 9+ years experience in the customer service industry

Roles & Responsibilities

  • Facilitates business processing after client meetings
  • Coordinates client meeting activity
  • Prepares documents for clients
View more