Our advisors

Laura Kellmann

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Laura Kellmann Visit Laura Kellmann's website

Kara Morin

MS, CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kara Morin Visit Kara Morin's website

John Kellmann

APMA

Financial Advisor

Learn more about John Kellmann Visit John Kellmann's website


Our team

Samantha Collins

Samantha Collins

Client Service Manager

Qualifications

  • B.A in Psychology, The Ohio State University, 2013
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Mitchell Carter

Financial Planning Assistant

Qualifications

  • B.A. of Economics, Eastern Michigan University, 2022

  • Series 7 and Series 66 - MI

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