Team

From the humble beginnings of a single financial advisor in 1997, our team of financial professionals has grown to nearly 30 strong. Our team of advisors include CFP's, CPA's, JD's, and a whole alphabet soup of other professional designations. Most importantly, they bring years and years of real-world experience working with clients and their financial challenges. Let them put this experience to work for you.

Not pictured: Bill Monteith, Nimish Desai, Heather Buerkle, Kelly Fielding, Jeff Stewart, Michael Kratchman, Ben Parr, Kurt Ostheim, Antonio Stokes, Sierra Carter, Jim Harris, Samantha Goddard, Michael Liphardt.

 

Robert Carris

Financial Consultant

734-453-7304

734-453-7461

In Practice Since: 1992 | Areas of Practice: Financial Planning, investment management, insurance | Education: MHA, University of Michigan, Ann Arbor, MI; B.S., SUNY Buffalo, Buffalo, NY

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In Practice Since: 2006 | Areas of Practice: Financial planning, investment management, alternative investments, insurance | Professional Designations: CFP® | Education: MBA, University of Michigan, Ann Arbor, MI

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In Practice Since: 2001 | Areas of Practice: Financial planning, portfolio management | Education: B.A., Oakland University, Auburn Hills, MI

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In Practice Since: 1992 | Areas of Practice: Portfolio management, alternative investments | Education: B.A., Eastern Michigan University, Ypsilanti, MI

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In Practice Since: 2005 | Areas of Practice: Financial planning, portfolio management | Education: J.D., University of Michigan, Ann Arbor, MI; B.A., University of Michigan, Ann Arbor, MI

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In Practice Since: 2001 | Areas of Practice: Financial planning, portfolio management | Professional Designations: CRPC, AAMS, AWMA | Education: B.S., Michigan State University, East Lansing, MI

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In Practice Since: 2001 | Areas of Practice: Financial planning, alternative investments, insurance | Education: MBA, Wayne State University, Detroit, MI; B.S., Central Michigan University, Mt. Pleasant, MI

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In Practice Since: 1983 | Areas of Practice: Financial planning, portfolio management | Education: B.B.A, University of Michigan, Dearborn, MI

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Lawrence Rosenberg, CPA

Financial Consultant | LPL Registered Principal

248-626-2000 ext. 160

In Practice Since: 1998 | Areas of Practice: Financial planning, portfolio management, alternative investments | Professional Designations: CPA/PFS| Education: Bachelors Degree, University of Michigan, Ann Arbor, MI

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In Practice Since: 1982 | Areas of Practice: TSA's, 403b's, financial planning, insurance | Professional Designations: CFP | Education: B.A., Western Michigan University, Kalamazoo, MI

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In Practice Since: 1989 | Areas of Practice: Financial planning, portfolio management, alternative investments, insurance | Professional Designations: CFP | Education: B.A., University of Michigan, Ann Arbor, MI

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David Fernquist, CFP®

LPL Branch Manager | LPL Registered Principal

248-626-2000 ext. 110

248-626-2003

In Practice Since: 1989 | Areas of Practice: Financial planning, portfolio management, alternative investments, insurance | Professional Designations: CFP | Education: B.A., Michigan State University, East Lansing, MI

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John Bradford

Financial Consultant

248-626-2000 ext. 106

248-626-2003

In Practice Since: 2010 | Areas of Practice: Insurance, portfolio management | Education: B.A, Wayne State University, Detroit, MI

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Joined Practice: 2011 | Education: MBA, Wayne State University, Detroit, MI; B.A., Michigan State University, East Lansing, MI

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Jessica Strong

Client Service Assistant

248-626-2000 ext. 104

248-626-2003

In Practice Since: 2015 | Areas of Practice: Wealth management, investment consulting | Professional Designations: Certified Financial Analyst (CFA) | Education: MBA, Oakland University, Auburn Hills, MI; BA, Michigan State University,...

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Anita Korson

Financial Consultant

248-626-2000 ext. 252

248-626-2003

In Practice Since: 1992 | Areas of Practice: Financial Planning, portfolio management, insurance | Education: Northwestern Michigan University

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Sierra Carter

Client Service Assistant

248-626-2000 ext. 213

248-626-2003

Adarsh Reddy is an LPL Personal Financial Advisor. He holds his Bachelors of Science in Finance from Bentley University. Adarsh has spent his professional career within the financial services industry at UBS and Merrill Lynch. He...

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Kip Mrkva

Stock Specialist | Financial Consultant

(248) 626-2000 ex 116

Kip is the stock specialist at LPL Great Lakes Advisor Group and a CERTIFIED FINANCIAL PLANNER™. Kip graduated from Michigan State University in 1980 and the University of Detroit Dental School in 1985. Kip has been in the financial...

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Mark Phillabaum

Financial Advisor

248-626-2000

248-626-2003

Mark Phillabaum is an LPL Financial Advisor and Wealth Manager specializing in Financial and Retirement Planning Strategies for Ford Motor Company employees and retirees. Mark retired from Ford after 26 years working in various...

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Rizwan Mahmood is an LPL Financial Investment Consultant and Wealth Manager. With over 15 years experience in the financial industry, Rizwan is very well equipped to help his clients address their short and long term goals. Rizwan...

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