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: Troy

Clear All Filters

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

Steven J. Deceuninck, CFP^®, CFS^TM

Wealth Advisor

Anthony Koehler, CFP®, MBA

Regional Vice President

Ann Arbor, Livonia, Portage, Traverse City, Troy

Ready to get started?

Explore More

Two ladies chatting about revocable trusts

Insights

What Is a Revocable Trust? Understanding the Basics of Living Trusts

September 5, 2025

Insights

Roth IRA for Kids Explained

September 3, 2025

Insights

A Practical Guide to Higher Education: College Selection and Affordability

August 28, 2025

Continue Browsing