Wealth-Trek Advisors

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Wealth-Trek Advisors
Team photo for Wealth-Trek Advisors

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Advisors

Steven Beatty

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Steven Beatty's website

Matthew Craig Lively

CFP®

Financial Advisor

Visit Matthew Craig Lively's website

Kyle Tank

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Kyle Tank's website


Team

Pamela K. Cline

Pamela K. Cline

Client Service Manager

Personal Intro

Pam came to Ameriprise in 2011. She lives in Port Huron with her husband Doug and their chocolate lab, Griffey. Pam and her husband have two grown daughters, three grandchildren. She loves to travel and spend time with family and friends.

Roles & Responsibilities

  • Office manager for our Port Huron location
  • Provides client service and support
  • Scheduling, client follow up and case preparation
  • Oversees business processing follow up and case solution tracking
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Kathryn M. Boub

Kathryn M. Boub

Client Service Manager

Personal Intro

Kathy came to Ameriprise 10 years ago. After homeschooling her twin daughters, she decided to rejoin the work force. She has a computer and marketing background, enjoys working with people and knew this opportunity was the perfect fit for her. She and her husband live in Lapeer, MI, enjoy Bible study, church ministry and traveling. Both of their daughters are now married, and they are enjoying their first grandchild.

Roles & Responsibilities

  • Office manager for our Imlay City and Flushing locations
  • Providing client service and support
  • Scheduling, business processing, and client follow up
  • Assists with day-to-day office duties
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Addison E. Wallace

Addison E. Wallace

Administrative Assistant