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

Karyn Anderson

Receptionist
Tracy Boekeloo

Tracy Boekeloo

Client Relations Specialist
Karen Brown

Karen Brown

Client Relations Specialist
Katelyn Lennon

Katelyn Lennon

Director of Client Engagement
Mary Beth Depue

Mary Beth Depue

Client Relations Specialist
Susan Hickman

Susan Hickman

Registered Client Relations Specialist
Michelle Morseau-Stewart

Michelle Morseau-Stewart

Client Relations Specialist
Kristi Nash

Kristi Nash

Registered Client Relations Specialist
Deanna Watson

Deanna Watson

Client Relations Specialist
Lori Young-Brady

Lori Young-Brady

Director of Operations
Carol Hatfield

Carol Hatfield

Executive Assistant
Kelly Burcroff

Kelly Burcroff

Client Relations Specialist
Liz Huff

Liz Huff

Client Relations Specialist
Lori Richmond

Lori Richmond

Client Relations Specialist

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6100 Stadium Drive, Kalamazoo MI 49009
269.372.1430 | 800.292.1472
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with The Wiser Financial Group nor any other entity referenced herein. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. 

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