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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



Financial Professionals

Adam Holinski
Financial Professional

Tel: 313-383-7911

Fax: 313-383-7912

Gregg Leeb
Financial Professional

Tel: 248-743-3440 Ext. 6505

Fax: 248-457-4907

Mike Marshall
Financial Professional

Tel: 248-688-3669 Ext. 7117

Fax: 877-840-7833

Raj Patel
Financial Professional

Tel: 248-957-6975

Fax: 248-957-6976

Ed Smith
Financial Professional

Tel: 734-246-8501

Fax: 734-246-8502

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

Michael Scalpato, CLU, ChFC, MBA
Financial Advisor

Tel: 248-688-3682 Ext. 3682

Fax: 877-840-7833

Vidya Shah
Financial Advisor

Tel: 248-688-3684

Fax: 877-840-7833

Pratik Shah
Financial Advisor

Tel: 248-473-1930

Fax: 248-473-1931


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