Schedule Consultation Lorena Fales Relationship Manager 810-201-8006 email linkedin Office: Williamston CG Insurance Personal Insurance – Home, Auto, Umbrella, etc; Business Insurance – Commercial/ Liability
Advisory Team
Kayleigh Dengler
Schedule Consultation Kayleigh Dengler Lead Relationship Manager REBC® 517-339-7662 email linkedin Office: Haslett Business Services Employee Benefits
Eric Fritz
Schedule Consultation Eric Fritz Lead Financial Advisor RICP(R) (704)373-2525 email linkedin Office: Charlotte Wealth Management Financial Planning; Retirement Planning; Investment Management; Tax Planning; Estate Conservation; College Planning
Richard Adams
Schedule Consultation Richard Adams Lead Financial Advisor Certified Financial Planner; ChFC(R) AIF(R) 704-373-2525 email linkedin Offices: Charlotte; Richmond; Pinehurst; Wilmington Business Services; Wealth Management Financial Planning; Retirement Planning; Investment Management;… Read More
Suzanne Marlow
Schedule Consultation Suzanne Marlow Lead Relationship Manager REBC, SHRM-CP (877)807-2079 email linkedin Office: Haslett Business Services
Christian Whitehead
Schedule Consultation Christian Whitehead Lead Financial Advisor Certified Financial Planner; ChFC, AIF (517)339-7662 email linkedin Office: Williamston Wealth Management Financial Planning; Retirement Planning; Investment Management; Tax Planning; Estate Conservation; College… Read More
Jonathan L. Cohen
Schedule Consultation Jonathan L. Cohen Lead Financial Advisor Certified Financial Planner; CIMA (517)853-7925 email linkedin Office: Haslett Wealth Management Financial Planning; Retirement Planning; Investment Management; Tax Planning; Estate Conservation; College… Read More