Our Team

A good coach makes sure he has a great team behind him

Being dedicated to the success of our clients takes more than quality planning and thoughtful advice, it takes teamwork. Together, we assist our clients in mapping out action plans to effectively pursue their financial goals. We collaborate on each client's complete financial picture, from planning for retirement to passing their assets on to heirs. By sharing our knowledge and expertise, we can provide a full spectrum of financial services – for whatever is relevant and important to your life.


325 N. Old Woodward Ave., Suite 320 | Birmingham, MI 48009 | T: 248.901.3938 | T: 800.544.8754 | F: 248.540.4217 | Map and Directions |

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