Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Ann Arbor

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Ben Kautz

Ben Kautz, CFP®

Executive Managing Director

Ann Arbor, Cincinnati, Columbus, Livonia, Portage, Traverse City, Franklin

Matthew R. Bohrer

Matthew R. Bohrer

Managing Director

Ann Arbor, Livonia, Onalaska, Portage, Traverse City

Debbie Krone, CFP®, CPA, CDFA®

Wealth Advisor

Doug Watts, CFP®, ChFC®, CIMA®

Wealth Advisor

Jack McCloskey, CFP®

Sr. Wealth Advisor, Sr. Director

Ann Arbor, Troy

Michael Snider, CFP®, ChFC®

Wealth Advisor, Director

Livonia, Ann Arbor, Troy

Michael Stros, CFP®

Wealth Advisor

Tammy Wakevainen

Tammy Wakevainen, CPA, CFP®

Wealth Advisor

Anthony Koehler, CFP®, MBA

Regional Vice President

Ann Arbor, Livonia, Portage, Traverse City, Troy

Shannon Gaskin - Regional Vice President

Shannon Gaskin

Regional Vice President

Ann Arbor, Livonia, Traverse City, Portage, Troy

Jory Tracy

Client Service Specialist

Michelle Soucie, FPQP®

Sr. Client Service Specialist

Niki Barnes

Operations Manager

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