With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo

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Advisors

Stacy Hochthanner

Financial Advisor

Visit Stacy Hochthanner's website


Team

Cheryl Williams

Cheryl Williams

Client Relationship Manager,

Paraplanner

Qualifications

  • Bachelors of Business Administration in Finance and Information Systems & Operations Management (ISOM), University of Toledo, 1999

  • Over 26 years of experience in the Financial Services Industry

  • Licenses: Series 7, 63, 66, MI Life & Health, and Variable Annuities

Roles & Responsibilities

  • Documentation of client meetings and coordination of resulting tasks
  • Assisting clients with account processing needs
  • Client relationship and service support
  • Account and investment management
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Jessica Simon

Jessica Simon

Administrative Assistant

Qualifications

  • Associates Degree in Office Administration, Lansing Community College, May 2006

  • Over 18 years of Office Administration experience

Roles & Responsibilities

  • Management of all scheduling and calendar entries for our entire team
  • Client meeting preparation
  • Management of front office and business-related systems
  • Coordination of advisor licensing and continuing education requirements
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