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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Becky Leslie

Becky Leslie

Client Service Specialist

Livonia, Traverse City

Brittany Benvenuto

Brittany Benvenuto

Sr. Manager, Client Service

Jory Tracy

Client Service Specialist

Joseph Leemon

Client Service Specialist

Kadin LaCross

Kadin LaCross

Client Service Specialist

Kelsey Holdridge

Service Operations Associate

Madeline Bradley

Sr. Client Service Specialist

Mary Romanak

Service Operations Associate

Meagan Blazier

Meagan Blazier

Client Service Specialist

Merideth Gillis

Merideth Gillis

Client Service Specialist

Livonia, Onalaska, Traverse City

Michelle Soucie, FPQP®

Sr. Client Service Specialist

Tami Leffingwell

Manager, Client Service

Anthony Koehler, CFP®, MBA

Regional Vice President

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

Shannon Gaskin - Regional Vice President

Shannon Gaskin

Regional Vice President

Ann Arbor, Livonia, Traverse City, Portage, Troy

Alexis Scott

Alexis Wilkinson

Financial Planner

Daniel Cook

Financial Planner

Haana Frannk

Haana Frank, CFP®

Director, Financial Planning

Columbus, Livonia, Onalaska, Schaumburg

Josh Davis

Wealth Strategist

Maggie Segrave

Maggie Wagner, CFP®

Wealth Strategist, Ascend

Sean Miller - Sr. Director, People Operations

Sean Miller

Sr. Director, People Operations

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