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Our Financial Professionals

Before you call for an appointment, you can use these links to learn more about our financial professionals, including their experience, qualifications and investment philosophy.

Our Associates

The producers at our agency, offer insurance and financial services and are committed to helping people achieve their long term financial goals. The confidence in our producers that has been demonstrated by local businesses, families and individuals in the communities and counties that we serve has made us stronger, smarter and more capable of dealing with identifying solutions to the challenges that our patrons face.

team

Managing Director

Matthew Smith
Managing Director

Tel: 248-743-3440

Fax: 248-457-4907


Management Team

Kerry Lacy
Manager, Financial Services

Tel: 248-743-3440

Fax: 877-840-7833

Jason Norris
Manager, Financial Services

Tel: 248-688-3674

Fax: 877-840-7833

Tom Shugar
Manager, Financial Services

Tel: 248-743-3440

Fax: 877-840-7833

Phil Piesko
Manager, Training and Development

Tel: 248-245-0200 Ext. 7150

Fax: 877-840-7833

Jennifer Vaal
Talent Acquisition Manager

Tel: 248-688-3688

Fax: 877-840-7833

Kurt Davis
Management

Tel: 248-743-3440

Fax: 248-457-4907

Matthew Schober
Management

Tel: 248-743-3440

Fax: 248-457-4907


Financial Professionals

Shondra Decker
Financial Professional

Tel: 248-743-3440

Fax: 877-840-7833

Phil Gabrielson
Financial Professional

Tel: 586-949-6611

Fax: 586-949-8891

Tony Gagnon
Financial Professional

Tel: 248-743-3440

Fax: 877-840-7833

Adam Holinski
Financial Professional

Tel: 313-383-7911

Fax: 313-383-7912

Lynn Kenworthy
Financial Professional

Tel: 517-788-7525

Fax: 517-788-5934

Rachna Kumar
Financial Professional

Tel: 248-743-3440 Ext. 3694

Fax: 877-840-7833

Gregg Leeb
Financial Professional

Tel: 248-478-1333 Ext. 6505

Fax: 248-478-1339

Mike Marshall
Financial Professional

Tel: 248-688-3669 Ext. 7117

Fax: 877-840-7833

Norbert Martz
Financial Professional

Tel: 248-743-3440

Fax: 877-840-7833

Dustin Mead
Financial Professional

Tel: 616-855-0012

Fax: 269-366-6257

Angela Moran
Financial Professional

Tel: 248-743-3440

Fax: 877-840-7833

Raj Patel
Financial Professional

Tel: 248-957-6975

Fax: 248-957-6976

Rajen Sheth
Financial Professional

Tel: 248-851-8990

Fax: 248-851-8999

Ed Smith
Financial Professional

Tel: 734-246-8501

Fax: 734-246-8502

David Smith
Financial Professional

Tel: 248-481-8045

Fax: 800-530-6052

Regina Walker
Financial Professional

Tel: 248-688-3689

Fax: 877-840-7833

Jacqueline Barraco
Financial Professional Associate

Tel: 248-743-3440

Fax: 877-840-7833

Trevor Cope
Financial Professional Associate

Tel: 248-743-3440

Fax: 877-840-7833

Ryan Fabbri
Financial Professional Associate

Tel: 248-743-3440

Fax: 248-457-4907

Carey Jackson, IV
Financial Professional Associate

Tel: 248-688-3713

Fax: 248-457-4907

Josh Vandergraaff
Financial Professional Associate

Tel: 248-743-3440

Fax: 877-840-7833

Nigel Walker
Financial Professional Associate

Tel: 248-743-3440

Fax: 248-457-4907

Ralph Bathanti
Financial Professional Emeritus

Tel: 248-743-3440

Fax: 877-840-7833

Joseph Pirronello
Financial Professional Emeritus

Tel: 734-429-3054

Fax: 734-429-3054

Steve Wink
Financial Professional Emeritus

Tel: 248-688-3690 Ext. 7163

Fax: 877-840-7833

Phil Augustine
Financial Advisor

Tel: 517-788-7550

Fax: 517-788-0097

Peter Bahner
Financial Advisor

Tel: 248-473-1930

Fax: 248-473-1931

Lori Baradihi
Financial Advisor

Tel: 248-743-3440

Fax: 877-840-7833

David Corning
Financial Advisor

Tel: 248-743-3440

Fax: 877-840-7833

Ryan Howarth
Financial Advisor

Tel: 248-743-3440

Fax: 877-840-7833

Deborah Yen McKinney
Financial Advisor

Tel: 248-743-3440

Fax: 877-840-7833

Tom Minagawa, ChFC®
Financial Advisor

Tel: 248-688-3670

Fax: 877-840-7833

Michael Scalpato, CLU, ChFC, MBA
Financial Advisor

Tel: 248-688-3682 Ext. 3682

Fax: 877-840-7833

Pratik Shah
Financial Advisor

Tel: 248-473-1930

Fax: 248-473-1931

Vidya Shah
Financial Advisor

Tel: 248-688-3684

Fax: 877-840-7833

Adam Tamburro
Financial Advisor

Tel: 248-743-3440

Fax: 877-840-7833

Danielle Washington
Financial Advisor

Tel: 248-743-3440

Fax: 877-840-7833


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