Our Team
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.
Jeff Dennis, CRPC™
Wealth Advisor
With over a decade of experience serving the financial needs of Northern Michigan, Jeff is excited to bring his knowledge and passion for financial well-being to his clients and ...
Marie Smith
Wealth Advisor
I started my career in the financial industry in 1997; I believe in building relationships with my clients by taking the time to learn about their families, their business and their short/long term ...