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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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

Brent Kerstetter, CFP®, MBA

Sr. Wealth Advisor, Director

Kristen Cordell

Kristen Cordell, CPFA®

Wealth Advisor, Retirement Plans

Liz Yunker, CFP®

Wealth Advisor

Nick Bond, CFP®, MBA

Wealth Advisor

Scott Williams, CFP®

Sr. Wealth Advisor, Director

Anthony Koehler, CFP®, MBA

Regional Vice President

Ann Arbor, Livonia, Portage, Traverse City

Josh Davis

Financial Planner

Madeline Bradley

Sr. Client Service Specialist

Tami Leffingwell

Manager, Client Service

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