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, Franklin

Art Haws, CPWA®, CFP®

Sr. Wealth Advisor, Director

David Hardenbergh, CFP®

Wealth Advisor

J Haverstock

Jesse Haverstock, CFP®

Wealth Advisor

Bellevue, Franklin

R. Andrew Nurse, MBA, CFP®, CPFA®

Wealth Advisor

W. Cam Goodwin, CFP®, CEPA®

Sr. Wealth Advisor, Director

Elizabeth Smith

Client Service Specialist

Lisa Butler, FPQP®

Manager, Client Service

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