Our Dedicated Team

President | Investment Advisor Representative

With over 30 years of experience, Lynn specializes in financial services, estate preservation and retirement planning. He focuses on risk managed strategies with goals of reasonable growth over full market cycles, while reducing taxes and creating income strategies to help ensure his clients never run out of money.

Lynn was featured in the December 16, 2013 issue of the Forbes Magazine as a Michigan Financial Leader.



Investment Advisor Representative

Dan graduated with honors from Davenport University with a Bachelor's Degree in Finance. Along with other financial seminars, he teaches Dave Ramsey's Financial Peace University locally and, like Dave, he firmly believes that an advisor should have a teacher's heart. Dan believes that it is vital to understand your personal income strategy and how it will assist you in achieving your retirement goals. He aims to create a retirement strategy that includes a diversified portfolio of financial products to ensure that his clients never run out of money in retirement.



Office Manager

Julie is Lynn's wife and has been our dedicated office manager since 2009. She wears many hats including coordination and execution of all our client and marketing events, and providing excellent customer service to our valued clients.