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 Lennon

Director of Client Engagement

Mary Beth Depue

Client Relations Specialist

Susan Hickman

Registered Client Relations Specialist

Elaine Mannes

Executive Assistant

Michelle Morseau-Stewart

Client Relations Specialist

Kristi Nash

Registered Client Relations Specialist

Deanna Watson

Client Relations Specialist

Lori Young-Brady

Director of Operations

© The Wiser Financial Group
6100 Stadium Drive, Kalamazoo MI 49009
269.372.1430 | 800.292.1472
Site Made in Michigan by NK

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.

Investor Disclosures I Form CRS I Reg BI Disclosure I Private Policy

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582.

The above links are provided for your information only. As they are provided by third parties, Kestra Investment Services, LLC does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness.