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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Midwest: Michigan

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Ben Kautz

Ben Kautz, CFP®

Executive Managing Director

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

Matthew R. Bohrer

Matthew R. Bohrer

Managing Director

Ann Arbor, Livonia, Onalaska, Portage, Traverse City

Brent Kerstetter, CFP®, MBA

Sr. Wealth Advisor, Director

Debbie Krone, CFP®, CPA, CDFA®

Wealth Advisor

Doug Watts, CFP®, ChFC®, CIMA®

Wealth Advisor

George Herr, CFP®, RICP®

Wealth Advisor

Livonia, Traverse City

Jack McCloskey, CFP®

Sr. Wealth Advisor, Sr. Director

John Carney

John Carney, CFP®

Wealth Advisor

Kevin Russell

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

Wealth Advisor

Livonia, Traverse City

Kristen Cordell

Kristen Cordell, CPFA®

Wealth Advisor, Retirement Plans

Liz Yunker, CFP®

Wealth Advisor

Michael Snider, CFP®, ChFC®

Wealth Advisor, Director

Michael Stros, CFP®

Wealth Advisor

Nick Bond, CFP®, MBA

Sr. Wealth Advisor

Renée Egelski

Renée Egelski, CFP^®

Wealth Advisor

Livonia, Traverse City

Scott Williams, CFP®

Sr. Wealth Advisor, Director

Steven J. Deceuninck, CFP^®, CFS^TM

Wealth Advisor

Tammy Wakevainen

Tammy Wakevainen, CPA, CFP®

Wealth Advisor

Tracy Turko

Tracey Turko, CFP^®, MPAS^®, AEP

Sr. Wealth Advisor, Sr. Director

Livonia, Onalaska, Traverse City

Anthony Koehler, CFP®, MBA

Regional Vice President

Ann Arbor, Livonia, Portage, Traverse City

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