We are a fee based wealth management firm which believes that client services comes at the forefront of a lasting and prosperous relationship. We take great pride in our client service model and do our best to make ourselves available to our clients. We manage money on a fee based platform which allows us to always put our clients interest ahead of everything else.
Jeff has over 14 years of experience in the securities industry. He spent the early part of his career at First Trust Portfolios, an Investment Firm based in Chicago, IL. While at First Trust Jeff consulted with top Financial Advisors in New York City to recommend and help implement specific investment strategies into their business models. He was also a part of a sales team that launched multiple IPO’s for different Exchange Traded Funds & Closed End Funds while at First Trust.
Jeff believes in seeking investment opportunities through constant market research focusing on valuations in addition to current market trends.
In 2016 Jeff and his business partner won the People’s Choice Award for the top Financial Advisor in the City of Northville.
He has his Series 7, 24, 53 & 66 Licenses. Jeff attended Western Michigan University where he received a Bachelor’s Degree in Finance and Commercial Law.
Michael has over 17 years of experience in the securities industry. He was Director of Operations for an independent firm helping to grow the practice by over 400% through acquisitions, building multiple departments from within and maintaining client relationships.
More than anything Michael values the time spent with every client. His goal is to build a long trusting relationship. He believes that it's not just about increasing the value of a portfolio in up markets but also how much value we bring helping to protect the portfolio from the downturns.
In 2016 Mike and his business partner won the People’s Choice Award for the top Financial Advisor in the City of Northville. Michael has his Series 7 & 66 Licenses in addition to his Life, Accident & Health License. Michael received his degree from a Fine Arts College in Miami, FL.