Putting
people first.
Get to know our leadership team
Leadership at the Ann Arbor office is dedicated to doing good for our clients, employees and community.
Financial planning doesn't need to be stressful, boring or confusing. I specialize in comprehensive financial planning for families and business owners. I work with my clients to create an easy to understand, long-term financial game plan that helps manage wealth, mitigate risk, and save tax efficiently.
Jocelyn Wilder
Director of Operations
I handle all of the office operations. Whenever you have questions, concerns, or need help, you communicate with me first. Clients are not numbers, they are people, whom we care about.
I specialize in working with driven, successful professionals looking for guidance to reach their financial goals. We help interpret and reach those goals within a financial plan tailored to their individual needs and wants. My team and I focus on tax efficiency and wealth preservation to help people build a strong...
I specialize in working with driven, successful professionals looking for guidance to reach their financial goals. We help interpret and reach those goals within a financial plan tailored to their individual needs and wants. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.
Helping families and individuals Protect, Optimize, and Grow their wealth by Implementing Effective Planning Strategies.