Schedule Consultation 877-807-2079 email linkedin Offices Served: Specialties:
Advisory Team
Connor Porrell
Schedule Consultation 877-807-2079 email linkedin Offices Served: Specialties:
Alexandria Fulton
Angie Fenner
Schedule Consultation Angie Fenner Client Service Representative (517) 375 – 6246 email Office: Williamston Customer Service
Ashley Mussleman
Schedule Consultation Ashley Musselman Financial Advisor (517) 420-3674 email Office: Munising Wealth Management
Brent Bruggink
Schedule Consultation Brent Bruggink Manager of Retirement Services CPFA (517) 339-7662 email linkedin Offices: Williamston Services: Business Services, Corporate Retirement Plans
Kimberly L. Libby
Schedule Consultation Kimberly L. Libby Relationship Manager Wealth Management (989)673-6655 email linkedin Office: Caro Wealth Management
Karen Fritz
Schedule Consultation Karen Fritz Relationship Manager 517-339-7662 email linkedin Office: Williamston Wealth Management; CG Advisor Network
Scott Palomaki
Schedule Consultation Scott Palomaki Lead Financial Advisor Certified Financial Planner, AIF (231)276-3435 email linkedin Offices: Traverse City; Munising Wealth Management Financial Planning; Retirement Planning; Investment Management; Corporate Retirement Plans; Business… Read More