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: Traverse City

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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

George Herr, CFP®, EA, RICP®

Wealth Advisor

Livonia, Traverse City, Troy, Ann Arbor

Kevin Russell

Kevin Russell, CPA, CFP^®, AAMS^®, CRPC^®

Wealth Advisor

Livonia, Traverse City

Renée Egelski

Renée Egelski, CFP^®

Wealth Advisor

Livonia, Traverse City

Becky Leslie

Becky Leslie

Client Service Specialist

Livonia, Traverse City

Kadin LaCross

Kadin LaCross

Talent Developer

Merideth Gillis

Merideth Gillis

Client Service Specialist

Livonia, Onalaska, Traverse City

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

Kyler Carson

Financial Planner

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