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: Ann Arbor

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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

Debbie Krone, CFP®, CPA, CDFA®

Wealth Advisor

Doug Watts, CFP®, ChFC®, CIMA®

Wealth Advisor

Jack McCloskey, CFP®

Sr. Wealth Advisor, Sr. Director

Michael Stros, CFP®

Wealth Advisor

Nathan Zolynsky, CFP®

Wealth Advisor

Tammy Wakevainen

Tammy Wakevainen, CPA, CFP®

Wealth Advisor

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Sr. Vice President

Ames, Ann Arbor, Boulder, Branson, Chesterfield, Denver, Denver – Tech Center, Frisco, Green Bay, Livonia, Onalaska, Schaumburg, Springfield

Anthony Koehler, CFP®, MBA

Regional Vice President

Ann Arbor, Livonia, Portage, Traverse City

Andrea McCarthy

Andrea McCarthy

Financial Planner

Jory Tracy

Client Service Specialist

Michelle Soucie, FPQP®

Client Service Specialist

Niki Barnes

Operations Manager

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