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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Bailey Marroquin

Bailey Marroquin

Client Relationship Specialist

248-827-2580

248-827-2790

KeOndre Benson

KeOndre Benson

Client Relationship Specialist

248-827-2580

248-827-2790

Liz Mortens

Liz Mortens

Administrative Assistant

(248) 827-2580

(248) 827-2790

Majesta Calderwood

Majesta Calderwood

Client Relationship Specialist

(248) 827-2580

(248) 827-2790

Shanika Wherry

Shanika Wherry

Client Relationship Specialist

(248) 827-2580

(248) 827-2790

Svetlana Fischer

Svetlana Fischer

Client Relationship Specialist

(248) 827-2580

(248) 827-2790

Tiffany Ward

Tiffany Ward

Client Service Executive

(248) 827-2580

(248) 827-2790

Wesley Ho

Wesley Ho

Associate Advisor

(248) 827-2580

(248) 827-2790