Schedule Consultation Matt O’Neil, Partner & Financial Advisor Certified Financial Planner (704)373-2525 email linkedin Offices Served: Charlotte; Pinehurst Specialties: Financial Planning; Retirement Planning; Investment Management; Tax Planning; Estate Conservation; College… Read More
Advisory Team
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
Jeffrey Roman
Schedule Consultation Jeff Roman Lead Financial Advisor Accredited Investment Fiduciary; Certified Financial Planner email linkedin Offices Served: Caro; Williamston Specialties: Financial Planning; Retirement Planning; Tax Planning; Investment Management; Estate Conservation;… 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
Mark D. Parker
Schedule Consultation Mark D. Parker Senior Partner & Financial Advisor (517)853-3560 email linkedin Offices Served: Williamston Specialties: Financial Planning; Retirement Planning; Investment Management; Estate Conservation