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.

Search results for:

Location: Portage

Clear All Filters

Ben Kautz, CFP®

Executive Managing Partner, East Division

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

Matthew R. Bohrer

Matthew R. Bohrer

Managing Partner

Ann Arbor, Livonia, Onalaska, Portage, Traverse City, Grand Rapids

Brent Kerstetter, CFP®

Sr. Wealth Advisor

Kristen Cordell

Kristen Cordell, CPFA®

Wealth Advisor, Retirement Plans

Liz Yunker, CFP®

Wealth Advisor

Lori Bumgart, CFP®

Wealth Advisor

Nick Bond, CFP®, MBA

Sr. Wealth Advisor

Portage, Grand Rapids

Scott Williams, CFP®

Sr. Wealth Advisor

Portage, Grand Rapids

Kelsey Holdridge

Service Operations Associate

Madeline Bradley

Relationship Manager

Mary Romanak

Service Operations Associate

Tami Leffingwell

Manager, Client Service

Anthony Koehler, CFP®, MBA

Regional Vice President

Ann Arbor, Livonia, Portage, Traverse City, Troy, Grand Rapids

Shannon Gaskin - Regional Vice President

Shannon Gaskin

Regional Vice President

Ann Arbor, Livonia, Traverse City, Portage, Troy

Josh Davis

Wealth Strategist

Sean Miller - Sr. Director, People Operations

Sean Miller

Sr. Director, People Operations

Ready to get started?

Explore More

Family & Health

Inheritance Planning Strategies for Your Wealth

June 15, 2026

Professions

Delta Pilots: 7 Retirement Decisions to Consider

June 12, 2026

Retirement

Prepare Today To Help Avoid Working in Retirement Tomorrow

June 11, 2026

Continue Browsing