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. 

 

James Stovall

Vice President | Investment Executive

(231) 861-6053

(231) 861-2468

James began his career in the financial services industry in 1995 and is qualified as a General Securities Principal (Series 24), General Securities Representative (Series 7), an Investment Adviser Representative (Series 66) held...

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Anna Flood

Client Services Administrator

231-861-6001

231-861-2468

With a passion for serving others, Anna has been in customer service since 2002 and specifically in the financial services industry since 2011. When not at work, Anna and her husband are very involved with their church and they enjoy...

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