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: Troy

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George Herr, CFP®, RICP®

Wealth Advisor

Livonia, Traverse City, Troy

Jack McCloskey, CFP®

Sr. Wealth Advisor, Sr. Director

Ann Arbor, Troy

John Carney

John Carney, CFP®

Wealth Advisor

Michael Snider, CFP®, ChFC®

Wealth Advisor, Director

Livonia, Ann Arbor, Troy

Steven J. Deceuninck, CFP^®, CFS^TM

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

Joseph Leemon

Client Service Specialist

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