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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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George Herr, CFP®, EA, RICP®

Wealth Advisor

Livonia, Traverse City, Troy, Ann Arbor

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

Wealth Advisor

Livonia, Traverse City

Renée Egelski, CFP^®

Wealth Advisor

Livonia, Traverse City

Matthew R. Bohrer

Managing Partner

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

Shannon Gaskin

Regional Vice President

Ann Arbor, Livonia, Traverse City, Portage, Troy

Becky Leslie

Client Service Specialist

Livonia, Traverse City

Kadin LaCross

Talent Developer

Traverse City

Merideth Gillis

Client Service Specialist

Livonia, Onalaska, Traverse City

Kyler Carson

Financial Planner

Traverse City

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Meet our Advisory Team

Search results for:

George Herr, CFP®, EA, RICP®

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

Renée Egelski, CFP^®

Matthew R. Bohrer

Shannon Gaskin

Becky Leslie

Kadin LaCross

Merideth Gillis

Kyler Carson

Ready to get started?

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How Women Can Design a Legacy That Reflects Their Values

How Much Money Do You Need To Work With a Wealth Manager?

Making Sense of Rising Treasury Yields

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