Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Chris Harper has been with our office for over twenty five years. First working as the receptionist and handling individual health insurance. Over the years, she has added responsibilities and is now the Office Manager working mostly...
Shannan has been with our office for over fifteen years. She has had extensive customer service training and holds her Michigan State Health and Accident Agent License. She is our individual life, health,disability and Medicare...
Shannon Potgiesser works with our Investment team. She brings her accounting experience and an education background of a Masters Degree in Management and a Bachelors Degree in Finance.
Darla has been working with group, individual, and ancillary insurance benefits since 1993. She has worked in all aspects of group benefits including; Sales, Marketing, Claims, Agent Services and Account Management. She has also worked...
*Jack Kuipers is not an employee of Cetera Advisors LLC.