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.



Our advisors

Neal Miedema

CRPC

Private Wealth Advisor

Learn more about Neal Miedema Visit Neal Miedema's website

Lisa Pleiness

CRPC

Financial Advisor

Learn more about Lisa Pleiness Visit Lisa Pleiness's website

Tacy Davis

MBA

Financial Advisor

Learn more about Tacy Davis Visit Tacy Davis's website


Our team

Kerissa Keller

Client Concierge

Qualifications

  • 24 years of client service experience

  • 16 years of office management experience
  • Central Michigan University - 4 years of studies in Education

Roles & Responsibilities

  • Client Service and Office Manager in the Kalamazoo Office
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