Our financial advice team

Sheila was born and raised in Michigan. After 22 years of living in Arizona and 19 years working in Investors Relations. Sheila moved back to Michigan and began working with our team in 2012.

As Operations Manager, Sheila directs our client service team and works closely with the advisors. She oversees operations and processes within the practice. Contact her with suggestions or feedback on improving our service.

Shane joins the team with 17 years of Ameriprise experience as an advisor and consultant to advisor practices. As Director of Operations, Shane is responsible for the strategic functions of the practice, helping strengthen the long term vision, and helping the team provide excellent client service. He enjoys spending his spare time with his family at his home in Puerto Rico.

Collin joined the practice in August of 2021, he has been working in the Finance and Insurance Industry for a number of years. He assists our advisors with case prep, conducting trades, preparing applications, and client service needs. Outside of the office he enjoys playing volleyball, staying active, and playing the drums.

Tyler recently joined our practice in March of 2022. He graduated from MSU with a BA in Arts in Finance. Tyler holds his series 7 and 66. As a CSS, Tyler works in Troy and provides client support such as money movement, conducts trades, prepares applications and helps with general client requests.

Rana joined the practice in October of 2022. She graduated with a Bachelor's Degree in Business and Commerce from the University of Western Sydney in Australia. As Financial Planning Assistant, Rana schedules meetings for our clients, assists our advisors with case prep, requesting and managing updated client data, and updating financial plans. Outside of the office Rana loves to travel with her family and be in nature.

Brittany joined the practice in the Fall of 2020. As Executive Assistant to Kevin, she provides friendly, high-quality service to our clients along with supporting the practice in managing and organizing office workflow. Outside of the office she enjoys spending time with her family. She has two young daughters that keep her busy. As well as shopping, visiting with friends, and staying physically active.

Lynette joined the practice in 2018 when she moved from west Michigan. She holds many key responsibilities, greets clients and assists with pre-meeting paperwork. She makes daily reminder calls, preps advisors for meetings, handles incoming mail, scanning and filing. Outside of the office she enjoys spending time with family and friends.

Ashley recently joined the team in April of 2022. She graduated with a BA in Anthropology from the University of South Florida in 2015. As Marketing Coordinator, Ashley manages content across all social media platforms and websites, plans events, and creates all in house marketing materials. Outside of the office, Ashley enjoys spending time with friends and family, playing with her two dogs, and staying active outdoors.