Dream Trip

Scotland

Favorite Sport

Ultimate Frisbee

Favorite Activities

Boating, Hiking & Biking

Nerdy Hobby

Reading Theology & Philosophy Books

Weekend Plans

Playing Board Games with Family & Friends

Favorite Trip

Israel/Palestine

Dream Trip

Scotland

Favorite Sport

Ultimate Frisbee

Favorite Activities

Boating, Hiking & Biking

Nerdy Hobby

Reading Theology & Philosophy Books

Weekend Plans

Playing Board Games with Family & Friends

Favorite Trip

Israel/Palestine

I love to work with people who look to leverage their wealth to make a positive impact on the world around them.

For me, personal finance became front and center because of ongoing major medical expenses. As a result, I learned from experience why financial planning is critical for helping people pursue and protect what matters most to them.

Previously, I spent six years working as the Sales and Customer Service Manager at a tier-two automotive supplier in Auburn Hills, Michigan. There I learned a great deal about the challenges that face small business leaders competing on a world stage.

Prior to that, I was a pastor for eight years, where I helped people use their time, talent, and treasure to spur meaningful community development in Metro Detroit and around the world.

I have been married to my wife Caroline for ten years, and we are blessed with two amazing children and a dog. When I’m not working, I enjoy boating, traveling, church, frisbee, local community development, and exploring nature with my family.

Carl Szasz

President & Chief Compliance Officer / Financial Advisor

Eric Tomaszewski

Financial Advisor

Adam Smart

Financial Advisor

Ken Sheperd

Financial Advisor

Cindy Lundberg

Financial Advisor / Marketing Director

Jack Yarosh

Financial Advisor

Matt Hart

Financial Advisor

Jon Sheperd

Data Analyst

Katie Wilson

Operations Manager

Michelle Kopp

Financial Coach

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