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

CFP®, 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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