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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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

Paul Barlow

Paul Barlow

Regional Vice President

Columbus, Livonia, Cincinnati

Alexis Scott

Alexis Wilkinson

Financial Planner

Andrea McCarthy

Andrea McCarthy

Financial Planner

Haana Frannk

Haana Frank, CFP®

Manager, Sr. Financial Planner

Columbus, Livonia, Onalaska, Schaumburg

Josh Davis

Financial Planner

Becky Leslie

Becky Leslie

Client Service Specialist

Livonia, Traverse City

Brittany Benvenuto

Brittany Benvenuto

Sr. Manager, Client Service

Jory Tracy

Client Service Specialist

Kadin LaCross

Kadin LaCross

Client Service Specialist

Madeline Bradley

Sr. Client Service Specialist

Meagan Blazier

Meagan Blazier

Client Service Specialist

Merideth Gillis

Merideth Gillis

Client Service Specialist

Livonia, Onalaska, Traverse City

Michelle Soucie, FPQP®

Client Service Specialist

Niki Barnes

Operations Manager

Tami Leffingwell

Manager, Client Service

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