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.
In Practice Since: 1992 | Areas of Practice: Portfolio management, alternative investments | Education: B.A., Eastern Michigan University, Ypsilanti, MI
Lawrence Rosenberg, CPA
Financial Consultant | LPL Registered Principal
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...
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...