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Raymond J. Trepanier, Jr., CFP®

Raymond J. Trepanier, Jr., CFP®

Executive Director of Financial Planning

Raymond Trepanier Jr. is an Executive Director of Financial Planning with Michigan Financial Companies, a financial services firm specializing in pre and post retirement planning, estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately held companies.

As an Executive Director of Financial Planning he is distinctively qualified to address the diverse needs of high net-worth individuals. He provides recommendations for asset allocation, funding for education, retirement and long-term care insurance.

Working closely with business owners, Ray is well experienced in business needs, including 401(k) plans, 403(b) plans, business succession planning and key employee matters.

He recognizes that every individual, family and business have their own unique goals. One of the ways Ray assists clients in pursuing their goals is by providing them access to their own personal wealth management website. There, clients can consolidate all of their financial information, in a secure way. This allows Ray and his clients to monitor their daily financial activity, helping them reach their particular goals.

Education

  • Cleary University, 1999
    • Bachelor of Business

Professional Registrations & Designations

  • CFP® Professional
  • Investment Advisor Representative
  • Life, Accident & Health Insurance Licenses
  • Series 6
  • Series 7
  • Series 63
  • Series 66

Memberships & Affiliations

Licensed Residential Builder, 1986

Personal Data

Ray and his wife, Cindi, reside in Whitmore Lake. He has two children, Jessica and Tyler, who are both happily married. Ray is also the proud grandfather of Quinley, with another on the way.

MY TEAM 


 

Jessica Kinville

Executive Administrative Assistant

Phone: (248) 663-4776
Fax: (248) 827-7378
E-mail: jkinville@michiganfinancial.com

Jessica Kinville is an Executive Administrative Assistant at Michigan Financial Companies - Compass Strategic Planning, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly- and privately-held companies.

Jessica has been part of our team for four years. As an Executive Administrative Assistant, she truly enjoys building relationships with each of our clients and helping them reach their financial goals.  Jessica is vital to our team to help make sure each client receives the individualized attention they deserve in the timely manner they need.

Education

  • Central Michigan University
    • Bachelor of Applied Arts Degree in Public Relations and Apparel Design

Professional Qualifications

  • Life, Accident & Health Insurance Licenses
  • Variable Life and Annuities Producer
  • FINRA Series 6 License

Personal Data

Jessica lives in South Lyon, Michigan with her husband, Joseph, their daughter, Quinley, and their Great Dane, Harley. She started snowboarding at a young age and finds her way onto the slopes any chance she gets. In the summer she spends much of her free time on Whitmore Lake with her friends and family. She is very active and enjoys practicing yoga, traveling and attending sporting events. Her husband is a member of the McGuire family that owns and operates Guernsey Farms Dairy, one of the oldest family-owned dairy processors and restaurant in southeast Michigan, located in Northville.