Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Wealth Management Advisor Jim Smallegan

Jim Smallegan

CPA, RICP®, CASL®, CLU®, ChFC®

Wealth Management Advisor

When you became our client, you placed your trust in us to help make your vision a reality. Jim Smallegan honors that trust with the help of his expert support staff. Together, we make a strong commitment to customer service.
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Josh Mitcham

Financial Representative Assistant

You can contact me at 248-244-6015 or by email at Josh.Mitcham@NM.com

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Kari L Tauriainen

Office Manager