Meet the Team

Since 1960 our professionals have been helping families throughout the country identify a plan to help achieve their financial goals including retirement, wealth management, risk management, and estate planning. While you will work closely with one advisor, you have the benefit of all our knowledge and experience - a combination that we feel you will not find anywhere else.

Karyn Anderson

Receptionist

Tracy Boekeloo

Client Relations Specialist

Karen Brown

Client Relations Specialist

Katelyn Charbeneau

Director of Client Engagement

Mary Beth Depue

Client Relations Specialist

Susan Hickman

Registered Client Relations Specialist

Elaine Mannes

Executive Assistant

Nicholas Messer

Research Analyst

Michelle Morseau-Stewart

Client Relations Specialist

Kristi Nash

Registered Client Relations Specialist

Deanna Watson

Client Relations Specialist

Lori Young-Brady

Director of Operations

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6100 Stadium Drive, Kalamazoo MI 49009
269.372.1430 | 800.292.1472
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