Meet The Team Keith Green, AIF, CPFA Retirement Plan Consultant (810) 735-5900 (810) 735-5928 [email protected] Heather Green Senior Client Service Manager (810) 735-5900 (810) 735-5928 [email protected] Toni Teachout Client Relationship Manager - Retirement Plans (810) 735-5900 (810) 735-5928 [email protected] Jim Maguire Private Wealth Manager (810) 936-6574 (810) 735-5928 [email protected] Shannon Chisholm Office Manager (810) 735-5900 (810) 735-5928 [email protected]
