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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

Our agency embodies the difference between hoping for something and achieving something. Attitude is everything. We are successful because our attitude is positive and we work tirelessly to bring you what you need. We believe in using our experience to help you anticipate life's financial challenges and our insight to help you make the right choices so that your needs, goals, and dreams become a reality.

team

Managing Director

Matthew Smith
Financial Professional

Tel: 302-894-1689

Fax: 302-738-2753


Management Team

Jason Salvatore Norris
Manager, Financial Services

Tel: 248-688-3674

Fax: 248-457-4907

Tom J Shugar
Manager, Financial Services

Tel: 248-743-3440

Fax: 248-457-4907

Jennifer Lynn Vaal
Agency Recruiter

Tel: 248-688-3688

Fax: 248-457-4907

Kerry Leonard Lacy
Management

Tel: 248-743-3440

Fax: 248-457-4907

Phil J Piesko
Management

Tel: 248-688-3679 Ext. 7150

Fax: 248-457-4907


Financial Professionals

Michael Raymond Scalpato, CLU, ChFC, MBA
Financial Planner

Tel: 248-688-3682 Ext. 3682

Fax: 248-457-4907

Vidya S Shah
Financial Planner

Tel: 248-688-3684

Fax: 248-457-4907

Phil Anthony Augustine
Financial Professional

Tel: 517-788-7550

Fax: 517-788-0097

Peter L Bahner
Financial Professional

Tel: 248-473-1930

Fax: 248-473-1931

Lori A Baradihi
Financial Professional

Tel: 248-743-3440

Fax: 248-457-4907

Ralph P Bathanti
Financial Professional

Tel: 248-688-3652

Fax: 248-457-4907

George Joseph Carroll
Financial Professional

Tel: 616-855-0012

Fax: 616-855-0013

David Corning
Financial Professional

Tel: 248-743-3440

Fax: 248-457-4907

Shondra Leann Decker
Financial Professional

Tel: 248-743-3440

Fax: 248-457-4907

Phil A Gabrielson
Financial Professional

Tel: 586-949-6611

Fax: 586-949-8891

Jeff W Geralds
Financial Professional

Tel: 248-743-3440

Fax: 248-457-4907

Benjamin Michael Grover
Financial Professional

Tel: 248-743-3440

Fax: 248-457-4907

Adam L Holinski
Financial Professional

Tel: 313-383-7911

Fax: 313-383-7912

Ryan A Howarth
Financial Professional

Tel: 248-743-3440

Fax: 248-457-4907

Keith M Jones
Financial Professional

Tel: 248-743-3440

Fax: 248-457-4907

Lynn G Kenworthy
Financial Professional

Tel: 517-788-7525

Fax: 517-788-5934

Rachna Bardaiyar Kumar
Financial Professional

Tel: 248-743-3440 Ext. 3694

Fax: 248-457-4907

Gregg H Leeb
Financial Professional

Tel: 248-478-1333 Ext. 6505

Fax: 248-478-1339

Mike John Marshall
Financial Professional

Tel: 248-688-3669 Ext. 7117

Fax: 248-457-4907

Norbert Martz, III
Financial Professional

Tel: 248-743-3440

Fax: 248-457-4907

Yen Feng McKinney
Financial Professional

Tel: 248-743-3440

Fax: 248-457-4907

Dustin Tyler Mead
Financial Professional

Tel: 616-855-0012

Fax: 269-366-6257

Tom Minagawa
Financial Professional

Tel: 248-688-3670

Fax: 248-457-4907

Angela Marie Moran
Financial Professional

Tel: 248-743-3440

Fax: 248-457-4907

Aaron Mcgregor Oestreich
Financial Professional

Tel: 248-688-3675

Fax: 248-457-4907

Raj J Patel
Financial Professional

Tel: 248-957-6975

Fax: 248-957-6976

Pratik P Shah
Financial Professional

Tel: 248-473-1930

Fax: 248-473-1931

Rajen S Sheth
Financial Professional

Tel: 248-851-8990

Fax: 248-851-8999

Ed I Smith
Financial Professional

Tel: 734-246-8501

Fax: 734-246-8502

Adam Loreto Tamburro
Financial Professional

Tel: 248-743-3440

Fax: 248-457-4907

Josh Vandergraaff
Financial Professional

Tel: 248-743-3440

Fax: 248-457-4907

Randy Lee Walker
Financial Professional

Tel: 248-688-3653

Fax: 989-792-1596

Regina Marsalis Walker
Financial Professional

Tel: 248-688-3689

Fax: 248-457-4907

Linda Bahnmiller
Financial Professional Associate

Tel: 248-688-3716

Fax: 248-457-4907

Nancy M Lareau
Financial Professional Associate

Tel: 810-664-3573

Fax: 810-406-1671

Joseph M Pirronello
Financial Professional Emeritus

Tel: 734-429-3054

Fax: 734-429-3054

Dennis M M Sheridan
Financial Professional Emeritus

Tel: 248-688-3686

Fax: 248-457-4907

Steve G Wink
Financial Professional Emeritus

Tel: 248-688-3690 Ext. 7163

Fax: 248-457-4907


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