Leadership Our Team of Professionals Have Years of Experience in Financial Services 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.Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Nick J. Valenti, CLU®, ChFC, CFP®, AIF® President & CEO 248-663-4730 248-827-7378 firstname.lastname@example.org Kim M. Stine Sr. Vice President 248-663-4764 248-827-7378 email@example.com Brian J. Lynn Sr. Vice President 586-698-5221 586-939-6950 firstname.lastname@example.org Gary W. Nustad, CLF® Vice President 586-698-5237 586-939-6950 email@example.com James H. Hern, AIF®, RICP® Vice President 248-663-4743 248-827-7378 firstname.lastname@example.org Kevin R. Kneip, CLU®, ChFC® Vice President 248-663-4783 248-827-7378 email@example.com Kristen N. Walker Vice President of Marketing 248-663-4775 248-827-7378 firstname.lastname@example.org Douglas A. Dawe, CFP® Director of Financial Planning 248-663-4792 248-827-7378 email@example.com Lisa Johnson Director of Advisor Services 248-663-4781 248-827-5722 firstname.lastname@example.org Ethan A. Cramer Director of Development 248-663-4799 248-827-7378 email@example.com Have a Question Name Email Address Phone Question Thank you! Oops!