James and Blake McLellan are respected and trusted investment professionals, dedicated to providing personalized investment and planning strategies. They offer custom financial services tailored to your needs, including investments, estate planning, retirement planning, and tax strategies.


As a former University of Michigan business school graduate, James now resides in Rochester Hills, Michigan, where he remains committed to community involvement. He's an active member of the Rochester Rotary Club, a former member of the Oakland County Sheriff's Investment Advisory Committee and the Warren Police Internal Order. He also served as President of the Lake Oakland Homeowners Association. James also enjoys biking local trails, playing golf, supporting local sports teams.

James and Blake’s dedication to putting client's interest first reflects their commitment to the community they call home. Whether you need guidance on Social Security Benefits, insurance, or business retirement plans, they offer trusted financial services designed to help you along your financial journey.

Our advisors

James McLellan

Financial Advisor

Franchise Owner
Learn more about James McLellan Visit James McLellan's website

Blake McLellan

Financial Advisor

Learn more about Blake McLellan Visit Blake McLellan's website


Our team

Amy Silva

Amy Silva

Administrative Assistant

Personal Intro

Say hello to Amy Silva, who stumbled into finance fresh out of high school at First of Michigan and never looked back! Following Jim across various firms with unwavering loyalty, she’s been the steady hand behind the scenes ever since. She is a loving wife and mother of two wonderful children and 2 stepsons, plus her husky, Leah. Amy is the secret ingredient that keeps us all on track!

Roles & Responsibilities

  • Prepares and organizes client meeting materials.
  • Manages account paperwork and processing efficiently.
  • Coordinates scheduling to keep clients and advisors connected.
  • Assists with client inquiries for seamless service.
  • Tracks and updates important financial documents.
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Tricia Stover

Tricia Stover

Associate Franchise Consultant,

Chief Operating Officer of McLellan Financial Services

Personal Intro

Meet Tricia, our mastermind of "Monet-like Organized Chaos"! Her journey with Ameriprise began in 2007 in her hometown of Port Huron, MI. With a degree in Strategic Leadership and Business Science from Rochester University in Rochester Hills, MI, she’s spent nearly two decades coaching advisors and teams, leading operations and driving practice growth. In her spare time, she enjoys yoga, hiking, and great food.

Roles & Responsibilities

  • Enhances leadership skills and team effectiveness.
  • Optimizes processes for smooth daily operations.
  • Provides strategic support CRM and automation.
  • Align goals with metrics and strategically create the path to get there through business and data science.
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Jennifer Dainelli

Jennifer Dainelli

Marketing Consultant

Personal Intro

A serial entrepreneur with a knack for marketing, Jennifer honed her skills through hands-on experience, innovation, and a few bold career moves. Recruited by her college best friend at Ameriprise for her marketing expertise, she now helps professionals shape their stories through compelling visuals and messaging. A lover of Italian food, she once lived in Italy, speaks Italian, and even owned a luxury Italian shoe store.

Roles & Responsibilities

  • Keeps the company website fresh and engaging.
  • Creates and schedules dynamic social media content.
  • Designs eye-catching graphics and marketing materials.
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Devina Kohli

Devina Kohli

Marketing Specialist

Personal Intro

Getting to know Devina, our resident "Scroll Stopper" and leader of the GoSocial team! Starting as a Financial Planner, she transitioned to grow what was once a solo project into an 8-member-strong digital marketing powerhouse. A foodie at heart, she loves Indian street food, Italian, and mom’s specials. Though she dreamed of being a Marine Biologist, she’s now making waves online!

Roles & Responsibilities

  • Builds and nurtures valuable LinkedIn and Facebook connections.
  • Connects you with valuable industry insights
  • Delivers engaging content to keep you informed.
  • Shares relevant trends to support
  • Provides industry tips to help you stay ahead.
  • Fosters conversations that add value
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