MFC Associates Our team approach adds perspective to all we do and provides increased benefits to our clients. Find a Financial Advisor Adam C. Walsh, AIF®, CFP® Akiko Cox Al Roths Andrea Carnick Andrew Behm Andrew Alltop Andrew Lawrence Anthony Simor Arun Suri, LUTCF Betsy Blackman Brendan G. Dunleavy, CPA Brian J. Lynn Christina C. Mick Christopher J. Lowry Christopher Sabatini Dale A. Glick, ChFC® Dane R. Smith, CLU®, ChFC, RICP Daniel Fisher Daniel R. Gardner, CFP® David P. Rutt, PhD Douglas A. Dawe, CFP® Edward F. Oldani Ethan A. Cramer Gary W. Nustad, CLF® James H. Hern, AIF®, RICP James J. Capoferri James R. Daoust, Jr. James Gianakopoulos, CLU®, ChFC® Jason Baird Jeff W. Mashini, EA Jeffrey Manzella, AIF®, CFP® Jerad M. LaParl Kevin R. Kneip, CLU®, ChFC® Kim M. Stine Kimberly L. Jamieson, CFS®, CRPC® Kristen N. Walker Lawrence J. Stack, CLU®, ChFC®, CFP®, MSFS Lisa Johnson Louie Perraut Luke Nowacki Marc D. Ganop Maria Bongiovanni Mark P. Ader, ChFC® Matthew J. Liston Matthew Ottinger Matthew J. Lenhardt Michael Monette Nick J. Valenti, CLU®, ChFC, CFP®, AIF® Nick M. Adams Patrick Lukasik, CLU®, ChFC Paul Andary, LUTCF Peter Gianopoulos Ray Ortega Raymond J. Trepanier, Jr., CFP® Richard Steiniger Robert D. Wright Scott M. Davis, CFP®, ChFC, CLU® Wallerend Ezin William Barnett, CPA William D. Stoskopf, ChFC®, CFP® William D. Schoof Zachary Zukowski, CFP® Nick M. Adams Investment Advisor Representative (248) 663-4706 (248) 827-7378 nadams@pinnaclewealthstrategies.com Mark P. Ader, ChFC® Financial Advisor 248-663-4732 248-827-7378 mader@michiganfinancial.com Andrew Alltop Financial Advisor (248) 663-4795 aalltop@michiganfinancial.com Paul Andary, LUTCF Registered Representative 586-698-5236 586-939-6950 pandary@michiganfinancial.com Jason Baird Investment Advisor Representative (586) 604-2284 (586) 299-2050 jbaird@noblemarkfinancial.com William Barnett, CPA Executive Director of Financial Planning 248-663-4745 248-827-7378 wbarnett@michiganfinancial.com Andrew Behm Financial Advisor 248-663-4717 248-827-7378 abehm@dunleavywealth.com Maria Bongiovanni Investment Advisor Representative (586) 219-2595 (586) 299-2050 mbongiovanni@noblemarkfinancial.com James J. Capoferri Investment Advisor Representative 586-698-5232 586-939-6950 jcapoferri@michiganfinancial.com Andrea Carnick Investment Advisor Representative 248-663-4720 248-827-7378 acarnick@michiganfinancial.com Akiko Cox Investment Advisor Representative 248-663-4769 248-827-7378 acox@michiganfinancial.com Ethan A. Cramer Director of Development 248-663-4799 248-827-7378 ecramer@michiganfinancial.com James R. Daoust, Jr. Registered Representative (586) 698-5226 (586) 939-6950 jdaoust@michiganfinancial.com Scott M. Davis, CFP®, ChFC, CLU® Executive Director of Financial Planning (810) 227-7632 (810) 222-0299 sdavis@michiganfinancial.com Douglas A. Dawe, CFP® Director of Financial Planning 248-663-4792 248-827-7378 ddawe@dunleavywealth.com Brendan G. Dunleavy, CPA Executive Director (248) 663-4778 (248) 827-7378 bdunleavy@dunleavywealth.com Wallerend Ezin Financial Advisor (248) 663-4708 (734) 507-9597 wezin@michiganfinancial.com Daniel Fisher Investment Advisor Representative (248) 663-4710 (248) 827-7378 dfisher@dunleavywealth.com Marc D. Ganop Financial Advisor (734) 720-7096 (734) 808-0162 mganop@michiganfinancial.com Daniel R. Gardner, CFP® Executive Director of Financial Planning (248) 663-4733 (248) 827-7378 dgardner@michfinancial.com James H. Hern, AIF®, RICP Vice President 248-663-4743 248-827-7378 jhern@michiganfinancial.com James Gianakopoulos, CLU®, ChFC® Registered Representative (586) 698-5235 (586) 939-6950 jgianakopoulos@michiganfinancial.com Peter Gianopoulos President - Retirement Strategies of Michigan (313) 563-5223 (313) 563-3703 Dale A. Glick, ChFC® Investment Advisor Representative (248) 663-4794 (248) 827-7378 dglick@michiganfinancial.com Kimberly L. Jamieson, CFS®, CRPC® Financial Planner (248) 663-4707 (248) 827-7378 kjamieson@michfinancial.com Jerad M. LaParl Investment Advisor Representative (586) 698-5227 (586) 939-6950 jeradlaparl@michiganfinancial.com Andrew Lawrence Financial Planner (248) 663-4704 (248) 827-7378 alawrence@michiganfinancial.com Matthew J. Lenhardt Financial Planner (734) 464-0935 (734) 943-6122 mlenhardt@insigniafinco.com Matthew J. Liston Financial Advisor (248) 792-8076 (248) 642-7965 mliston@michiganfinancial.com Christopher J. Lowry Director of Retirement Strategies (586) 435-3111 (586) 939-6950 clowry@royalallianceadvisors.com Patrick Lukasik, CLU®, ChFC Financial Advisor (734) 414-9140 (734) 468-0592 plukasik@michiganfinancial.com Jeffrey Manzella, AIF®, CFP® Executive Director of Financial Planning (586) 698-5228 (586) 939-6950 jmanzella@michiganfinancial.com Jeff W. Mashini, EA Financial Advisor (586) 698-5228 x3 (586) 939-6950 jmashini@michiganfinancial.com Christina C. Mick Investment Advisor Representative (248) 663-4791 (248) 827-7378 cmick@dunleavywealth.com Michael Monette Registered Representative (586) 698-5247 (313) 647-0977 mmonette@michiganfinancial.com Luke Nowacki Investment Advisor Representative (248) 663-4748 (248) 827-7378 lnowacki@pinnaclewealthstrategies.com Edward F. Oldani Investment Advisor Representative (248) 676-2227 (248) 676-2228 eoldani@michiganfinancial.com Matthew Ottinger Financial Advisor (517) 898-5243 mottinger@michiganfinancial.com Louie Perraut Financial Advisor (248) 860-9282 lperraut@michiganfinancial.com Al Roths Registered Representative (586) 698-5244 (586) 939-6950 aroths@michiganfinancial.com David P. Rutt, PhD Investment Advisor Representative (248) 663-4729 (248) 827-7378 drutt@michiganfinancial.com Christopher Sabatini Investment Advisor Representative (248) 569-4925 chris@sabatiniws.com William D. Schoof Director of Group Benefits (248) 663-4766 (248) 352-4971 wschoof@mfcbenefits.com Anthony Simor Investment Advisor Representative (248) 663-4721 (248) 827-7378 asimor@michiganfinancial.com Dane R. Smith, CLU®, ChFC, RICP Executive Director of Financial Planning (248) 663-4741 (248) 827-7378 drsmith@michfinancial.com Lawrence J. Stack, CLU®, ChFC®, CFP®, MSFS Vice President-Financial Planning (248) 792-8642 (248) 642-7965 lstack@michiganfinancial.com Richard Steiniger Registered Representative (248) 663-4722 (248) 827-7378 rsteiniger@michiganfinancial.com William D. Stoskopf, ChFC®, CFP® Executive Director of Financial Planning (517) 349-1341 (517) 484-2148 wstoskopf@michiganfinancial.com Arun Suri, LUTCF Investment Advisor Representative (248) 663-4774 (248) 827-7378 asuri@michiganfinancial.com Raymond J. Trepanier, Jr., CFP® Executive Director of Financial Planning (248) 663-4739 (248) 827-7378 rtrepanier@michiganfinancial.com Adam C. Walsh, AIF®, CFP® Executive Director of Financial Planning (248) 663-4768 (248) 827-7378 awalsh@michfinancial.com Robert D. Wright President of Insignia Financial Company (734) 464-0935 (734) 943-6122 rwright@insigniafinco.com Zachary Zukowski, CFP® Investment Advisor Representative (248) 663-4786 (248) 827-7378 zzukowski@pinnaclewealthstrategies.com Ray Ortega Financial Planner 773-209-2020 847-698-4808 rortega@pwschicago.com
