PERSONALIZED INVESTMENT STRATEGIES

CONNECT

Address:

990 N. Main Street
Royal Oak, MI 48067

Phone:

248-543-3400

Fax/Other:

248-543-3402

Associates

 
  • Robert Bernhardt, CRC®

    Registered Representative and Investment Adviser Representative

  • Michael Cayen, CRC®

    Registered Representative and Investment Adviser Representative

  • Sheila Connolly

    Registered Representative and Investment Adviser Representative

  • Melissa DeSantis

    Registered Representative and Investment Adviser Representative

  • Christine Fogg, CRC®

    Registered Representative and Investment Adviser Representative

  • Kasey George, CRC®

    Registered Representative and Investment Adviser Representative

  • Tim Madigan, CRC®

    Registered Representative and Investment Adviser Representative

  • Mary M. Orth

    Registered Representative

  • R. Allan Palma, Jr.

    Registered Representative and Investment Adviser Representative

  • Jeff Payne

    Registered Representative and Investment Adviser Representative

  • Alex Rasky

    Registered Representative and Investment Adviser Representative

  • James Roumell, CRC®

    Registered Representative and Investment Adviser Representative

  • Michelle Tomei, CRC®

    Registered Representative and Investment Adviser Representative

  • Thomas M. Turchetti

    Registered Representative and Investment Adviser Representative

  • Austin Vander Meer

    Registered Representative and Investment Adviser Representative

Administrative Staff

  • Callie Kalinowski

    Administrative Assistant

  • Sheila Maxwell

    Client Services Manager

Muskegon, Michigan

  • Paul Dickinson

    Registered Representative and Investment Adviser Representative

  • Robert Koekkoek, CRC®

    Registered Representative

Principals

  • Michael Bernhardt

    Registered Principal and Investment Adviser Representative

  • Michael Pesendorfer, CRC®

    Registered Representative and Investment Adviser Representative

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