Meet The Team

Heather Green

Heather Green

Senior Client Service Manager

(810) 735-5900

(810) 735-5928

Jim Maguire, AIF®

Jim Maguire, AIF®

Sr. Private Wealth Advisor

(810) 936-6574

(810) 735-5928

Toni Teachout

Toni Teachout

Client Relationship Manager - Retirement Plans

(810) 735-5900

(810) 735-5928