Kimberly has been with the company since May 2010 and is usually the customer’s first contact at our office. She has a strong background in customer service. She is responsible for scheduling and preparing clients files for appointments, customer relations, event coordination, assisting in client mailings and providing administrative support for all advisors.  She holds a Bachelor of Science in Accounting.

*Not registered with Osaic Wealth

Brad has focused on retirement planning since entering the financial services business in 2005. Bradley is a CERTIFIED FINANCIAL PLANNER™ . Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. The mission of the Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

Joe is a CFA Charterholder, holds a Certificate in Applied Behavioral Finance (IMCA), a Masters of Finance Degree from Walsh College (Troy,MI), and a BA from Northwood University (Midland, MI).

Nick is a financial advisor with a focus on retirement planning, investment management, and
wealth preservation. Nick provides personalized service based on each client’s needs and seeks
to build trust and confidence in his client relationships. Nick earned his Certified Financial
Planner™ (CFP®) in 2018 and graduated with a finance degree from Oakland University.