Our Associates

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Nick M. Adams

Investment Advisor Representative

(248) 663-4706
(248) 827-7378
nadams@pinnaclewealthstrategies.com

Mark P. Ader, ChFC^®

Financial Advisor

(248) 663-4732
(248) 827-7378
mader@michiganfinancial.com

Jason Baird

Investment Advisor Representative

(586) 604-2284
(586) 299-2050
jbaird@noblemarkfinancial.com

Andrew Behm

Financial Advisor

(248) 663-4717
(248) 827-7378
abehm@dunleavywealth.com

Dean Bell, AIF^®, MBA

President & Wealth Advisor
(Bell & Associates)

(248) 251-3134
dbell@michiganfinancial.com

Erik P. Bloomfield, CLU^®, ChFC, CLTC

Financial Planner

(313) 246-4175
(734) 571-5908
ebloomfield@allegiant-cap.com

Maria Bongiovanni

Investment Advisor Representative

(586) 219-2595
(586) 299-2050
mbongiovanni@noblemarkfinancial.com

Anthony Collica, CFP^®, ChFC^®

Executive director of wealth management

(248) 933-9030
anthony@collicagroup.com

Akiko Cox

Investment Advisor Representative

(248) 663-4769
(248) 827-7378
acox@michiganfinancial.com

Ethan A. Cramer

Financial planner

(248) 663-4799
(248) 827-7378
ecramer@michiganfinancial.com

Scott M. Davis, CFP^®, ChFC, CLU^®

Executive Director of Financial Planning

(810) 227-7632
(810) 222-0299
sdavis@michiganfinancial.com

Douglas A. Dawe, CFP^®

Director of Financial Planning

(248) 663-4792
(248) 827-7378
ddawe@dunleavywealth.com

Dillon DeJong, CPFA^®

Financial Planner

(734) 464-0935
(734) 943-6122
ddejong@insigniafinco.com

Brendan G. Dunleavy, CPA

Executive Director

(248) 663-4778
(248) 827-7378
bdunleavy@dunleavywealth.com

MaryGrace Dunleavy

Financial Planner

(248) 663-4787
(248) 827-7378
mgdunleavy@dunleavywealth.com

Steve Enders

Financial Advisor

(586) 726-7605
(586) 726-0431
senders@michiganfinancial.com

Wallerend Ezin

Financial Advisor

(248) 663-4708
(734) 507-9597
wezin@michiganfinancial.com

Marc D. Ganop

Financial Advisor

(734) 720-7096
(734) 808-0162
mganop@michiganfinancial.com

Daniel R. Gardner, CFP^®

Financial Planner

(248) 663-4733
(248) 827-7378
dgardner@michfinancial.com

James Gianakopoulos, CLU^®, ChFC^®

Registered Representative

(586) 698-5235
(586) 939-6950
jgianakopoulos@michiganfinancial.com

Peter Gianopoulos

President - Retirement Strategies of Michigan

(313) 563-5223
(313) 563-3703

Dale A. Glick, ChFC^®

Investment Advisor Representative

(248) 663-4794
(248) 827-7378
dglick@michiganfinancial.com

Reagan A. Hamilton, ChFC^®

Financial Consultant

(248) 663-4772
(248) 827-7378
rhamilton@michiganfinancial.com

James H. Hern, AIF^®, RICP

Vice President

(248) 663-4743
(248) 827-7378
jhern@michiganfinancial.com

Ryan P. Hozeska

Financial Planner

(248) 663-4704
(248) 827-7378
rhozeska@michiganfinancial.com

Kimberly L. Jamieson, CFS^®, CRPC^®, CPFA^®

Financial Planner

(248) 663-4707
(248) 827-7378
kjamieson@michfinancial.com

Michael J. Karam

Financial Planner

(248) 663-4745
(248) 827-7378
mkaram@michiganfinancial.com

Randy G. Kelbert, FIC

Registered Representative

(517) 749-3705
gkelbert@michiganfinancial.com

Connor J. Kin

Financial Planner

(248) 663-4729
(248) 827-7378
ckin@michiganfinancial.com

Kevin R. Kneip, CLU^®, ChFC^®

Vice President

(248) 663-4783
(248) 827-7378
kkneip@michiganfinancial.com

Jerad M. LaParl

Investment Advisor Representative

(586) 698-5227
(586) 939-6950
jeradlaparl@michiganfinancial.com

Matthew J. Lenhardt, CFP^®, CPFA

Financial Planner

(734) 464-0935
(734) 943-6122
mlenhardt@insigniafinco.com

Matthew J. Liston, CFP^®

Financial Advisor

(248) 792-8076
(248) 792-2595
mliston@michiganfinancial.com

Christopher J. Lowry, CFP^®, AIF^®

Director of Retirement Strategies

(586) 435-3111
(586) 939-6950
clowry@royalallianceadvisors.com

Gurveer Mann

Executive Director of Financial Planning

(248) 663-4735
gmann@mannassociatesmi.com

Jeffrey Manzella, AIF^®, CFP^®

Executive Director of Financial Planning

(586) 698-5228
(586) 939-6950
jmanzella@30000wm.com

Jeff W. Mashini, CFP^®, CHFC^®, EA

SENIOR VICE PRESIDENT FINANCIAL PLANNING

(586) 698-5228 x3
(586) 939-6950
jmashini@30000wm.com

Christina C. Mick

Investment Advisor Representative

(248) 663-4791
(248) 827-7378
cmick@dunleavywealth.com

Matthew Nawrocki

Financial Advisor

(248) 663-4737
(248) 827-7378
matt@nawrockiwealth.com

Luke Nowacki

Investment Advisor Representative

(248) 663-4748
(248) 827-7378
lnowacki@pinnaclewealthstrategies.com

Ray Ortega

Financial Planner

(773) 209-2020
(847) 698-4808
rortega@pwschicago.com

Matthew Ottinger, CPFA

Financial Advisor

(517) 898-5243
mottinger@michiganfinancial.com

Tom Patton

Financial Advisor

(616) 334-6024
tpatton@michiganfinancial.com

Louie Perraut, CFP^®

Financial Advisor

(248) 860-9282
lperraut@michiganfinancial.com

Jacob C. Peters

Wealth Management Advisor

(248) 663-4789
(248) 827-7378
jpeters@michiganfinancial.com

Camden Quenneville

Financial Planner

(248) 663-4744
(248) 827-7378
cquenneville@michiganfinancial.com

Herbert H. Scheffler

Financial Advisor

(269) 281-7891
hscheffler@michiganfinancial.com

William D. Schoof

Director of Group Benefits

(248) 663-4766
(248) 352-4971
wschoof@michiganfinancial.com

Cory T. Shivers

Financial Advisor

(810) 305-3456
cory.shivers@osaicwealth.com

Anthony Simor

Investment Advisor Representative

(248) 663-4721
(248) 827-7378
asimor@michiganfinancial.com

Dane R. Smith, CLU^®, ChFC, RICP

Executive Director of Financial Planning

(248) 663-4741
(248) 827-7378
drsmith@michfinancial.com

Braye Sonnenberg

Financial Planner

(248) 663-4777
bsonnenberg@michfinancial.com

Lawrence J. Stack, CLU^®, ChFC^®, CFP^®, MSFS

Vice President-Financial Planning

(248) 792-8642
(248) 792-2595
lstack@michiganfinancial.com

Steve Stoimenoff

Financial Advisor

(269) 589-9421
sstoimenoff@michiganfinancial.com

William D. Stoskopf, ChFC^®, CFP^®

Executive Director of Financial Planning

(517) 349-1341
(517) 484-2148
wstoskopf@michiganfinancial.com

Arun Suri, LUTCF

Investment Advisor Representative

(248) 663-4774
(248) 827-7378
asuri@michiganfinancial.com

Raymond J. Trepanier, Jr., CFP^®

Executive Director of Financial Planning

(248) 663-4739
(248) 827-7378
rtrepanier@michiganfinancial.com

Jody Ryan Vander Weide AIF^®

CEO - Capstone Financial Inc.

(616) 949-7130
(616) 977-0913
ryan@capstonefinancialclients.com

Adam C. Walsh, AIF^®, CFP^®

Financial Planner

(248) 663-4768
(248) 827-7378
awalsh@michfinancial.com

Mitch Walsh, MBA, CFP^®

Financial Planner

(248) 464-1681
(248) 827-7378
mwalsh@michfinancial.com

Robert D. Wright, WMCP, CPFA

President of Insignia Financial Company

(734) 464-0935
(734) 943-6122
rwright@insigniafinco.com

Zachary Zukowski, CFP^®

Investment Advisor Representative

(248) 962-6807
(248) 827-7378
zzukowski@pinnaclewealthstrategies.com

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