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(810) 735-5900
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Meet The Team

Retirement Solutions

Keith Green, AIF®, CPFA

Keith Green, AIF®, CPFA

Retirement Plan Consultant

(810) 735-5900

(810) 735-5928

Heather Green

Heather Green

Senior Client Service Manager

(810) 735-5900

(810) 735-5928

Toni Teachout

Toni Teachout

Client Relationship Manager - Retirement Plans

(810) 735-5900

(810) 735-5928

Chase Clark

Chase Clark

Client Relationship Manager

(810) 919-8544

(810) 735-5928

Wealth Management

Jim Maguire, AIF®

Jim Maguire, AIF®

Sr. Private Wealth Advisor

(810) 735-5900

(810) 735-5928

Ken Minto, CRPC

Ken Minto, CRPC

Wealth Advisor

(810) 212-0570

(810) 735-5928

Shannon Chisholm

Shannon Chisholm

Office Manager

(810) 735-5900

(810) 735-5928