

Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Divorce Finances
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Team Members
Rebecca LaneBranch Office Administrator
Haley VijayakumarBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(248) 627-6707Fax
(877) 292-4301Office Address
30 South St 200Ortonville, MI 48462opens in a new window
Mailing address
P O Box 897Ortonville, MI 48462
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