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: Livonia

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Ben Kautz

Ben Kautz, CFP®

Executive Managing Director

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

Matthew R. Bohrer

Matthew R. Bohrer

Wealth Advisor, Sr Director

Ann Arbor, Livonia, Onalaska, Portage, Traverse City

George Herr, CFP®, RICP®

Wealth Advisor

Columbus, Livonia, Traverse City

John Carney

John Carney, CFP®

Wealth Advisor

Kevin Russell

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

Wealth Advisor

Livonia, Traverse City

M Snider

Michael Snider, CFP®, ChFC®

Wealth Advisor, Director

Columbus, Livonia

Renée Egelski

Renée Egelski, CFP^®

Wealth Advisor

Livonia, Traverse City

Steven J. Deceuninck, CFP^®, CFS^TM

Wealth Advisor

Tracy Turko

Tracey Turko, CFP^®, MPAS^®, AEP

Sr. Wealth Advisor, Sr. Director

Columbus, Livonia, Onalaska, Traverse City

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Regional Vice President

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

Anthony Koehler, CFP®, MBA

Regional Vice President

Ann Arbor, Livonia, Portage, Traverse City

Paul Barlow

Regional Vice President

Columbus, Livonia

Alexis Scott

Alexis Wilkinson

Financial Planner

Columbus, Livonia

Haana Frannk

Haana Frank, CFP®

Manager, Sr. Financial Planner

Columbus, Livonia, Onalaska, Schaumburg

Becky Leslie

Becky Leslie

Client Service Specialist

Livonia, Traverse City

Brittany Benvenuto

Brittany Benvenuto

Sr. Manager, Client Service

Meagan Blazier

Meagan Blazier

Client Service Specialist

Merideth Gillis

Merideth Gillis

Client Service Specialist

Livonia, Onalaska, Traverse City

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