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

Wealth Advisor, Sr 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

M Snider

Michael Snider, CFP®, ChFC®

Wealth Advisor, Director

Michael Stros, CFP®

Wealth Advisor

Nathan Zolynsky, CFP®

Wealth Advisor

Nick Bond, CFP®, MBA

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

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