Schedule Consultation Kimberly L. Libby Relationship Manager Wealth Management (989)673-6655 email linkedin Office: Caro Wealth Management
Advisory Team
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
Austin Brown
Schedule Consultation Austin Brown Lead Financial Advisor (517)908-4706 email linkedin Office: Williamston Wealth Management Financial Planning; Retirement Planning; Investment Management; Tax Planning; Estate Conservation; College Planning; Personal Insurance – Home,… Read More
Alex Denno
Schedule Consultation Alex Denno Lead Financial Advisor AIF (517)339-7662 email linkedin Office: Haslett Wealth Management Financial Planning; Retirement Planning; Investment Management; Tax Planning; Estate Conservation; College Planning; Personal Insurance -… Read More
Josiah Whitten
Schedule Consultation Josiah Whitten Lead Financial Advisor (910)308-9687 email linkedin Offices: Wilmington; Pinehurst Wealth Management; Business Services Financial Planning; Retirement Planning; Investment Management; Estate Conservation; Business Valuation; Tax Planning; Corporate… Read More
Nathan Traxler
Schedule Consultation Nathan Traxler Associate Financial Advisor 517-339-6253 email linkedin Office: Williamston Wealth Management Financial Planning; Retirement Planning; Investment Management; Personal Insurance – Home, Auto, Umbrella, etc; College Planning
Christy Taylor
Schedule Consultation Christy Taylor Relationship Manager 517-908-4710 email linkedin Office: Williamston CG Insurance Personal Insurance – Home, Auto, Umbrella, etc.
Tyler Sigmon
Schedule Consultation Tyler Sigmon Financial Planning Coordinator 517-853-7939 email linkedin Office: Williamston Wealth Management Financial Planning; Retirement Planning; Investment Management