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: Portage

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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

Brent Kerstetter, CFP®, MBA

Sr. Wealth Advisor, Director

Kristen Cordell

Kristen Cordell, CPFA®

Wealth Advisor, Retirement Plans

Liz Yunker, CFP®

Wealth Advisor

Nick Bond, CFP®, MBA

Sr. Wealth Advisor

Scott Williams, CFP®

Sr. Wealth Advisor, Director

Anthony Koehler, CFP®, MBA

Regional Vice President

Ann Arbor, Livonia, Portage, Traverse City

Josh Davis

Financial Planner

Madeline Bradley

Sr. Client Service Specialist

Tami Leffingwell

Manager, Client Service

Sean Miller - Sr. Director, People Operations

Sean Miller

Sr. Director, People Operations

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