Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Dan Dueweke, CFP®

Sr. Investment Executive/ Program Manager

1-800-300-0459

(616) 527-1190

[email protected]

Located at: 623 Washington Ave Bay City MI 48708 Dan is a CFP® (Certified Financial Planner) and has his Series 7, 63 and 65 securities registrations along with life insurance licenses.

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Jennifer May, CFP®

Senior Investment Executive

1-800-300-0459

(616) 527-1190

[email protected]

Located at: 4200 E. Beltline Grand Rapids, MI 49525 Jennifer is a CFP® (Certified Financial Planner) holding her Series 7 and 63 securities registrations along with life and health licenses.

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Ray Pape, AIF®

Senior Investment Executive

1-800-300-0459

(616) 527-1190

[email protected]

Located at: 144 S. Main St. Leslie MI 49251 Ray holds his Series 7 and 66 securities registrations, along with life and health licenses.

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Jennifer Mierendorf

Investment Executive

1-800-300-0459

(616) 527-1190

[email protected]

Located at: 130 South Bridge Street Belding, MI 48809 Jennifer holds her Series 7, 63, and 66 securities registrations and and life insurance license.

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Saundra Howard, CWS®

Senior Investment Executive

1-800-300-0459

(616) 527-1190

[email protected]

Located at: 450 S. Dexter St. Ionia MI 48846 Saundra holds her Series 7, 63, and 66 securities registrations, along with life insurance license.

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Shelly McEown

Designated Supervisor / Investment Executive

1-800-300-0459

(616) 527-1190

[email protected]

Located at:144 S. Main St. Leslie MI 49251 Shelly holds her Series 7, 63, and 24 securities registrations and health license.

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Valdine Erskine

Senior Investment Executive

1-800-300-0459

(616) 527-1190

[email protected]

Located at: 319 E. Broadway Mt. Pleasant MI 48858 Valdine holds her Series 7 and 66 securities registrations and life license.

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Tim Lyons

Senior Investment Executive

1-800-300-0459

(616) 527-1190

[email protected]

Located At: 1111 W. Caro Road Caro, MI 48723. Tim holds his Series 7 and 63 securities registrations.

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