A lifelong resident of Southeastern Michigan, Brandon is a devoted husband to his high school sweetheart, Danielle. They are the proud parents of three, Logan, Henry, and Juliet, and live in Rochester Hills. Brandon is a die-hard baseball and Detroit Tigers fan, and is a supporter of local youth baseball organizations. You can also find him building things in his worksop, speaking in movie quotes, and working on cars.

Brandon graduated from Oakland University, earning his Bachelor’s degree in Finance. He has also achieved the Accredited Asset Management Specialist, AAMS, which provides specialized training in providing comprehensive financial planning. He is a board and active volunteer at his local church and offers personal finance educational seminars and courses throughout the year, including Dave Ramsey’s Financial Peace University.

Brandon has a passion for helping families make smart decisions about their money. He believes genuine relationships are a cornerstone of doing business the right way, and they need to be based on two foundations – trust + accountability. He takes pride in educating and helping others, and strives to live his life with integrity and Christian values.

Brandon spent 60+ hours taking rough cut Walnut lumber and building a one of kind crib for his children and hopefully grandchildren (one day).

Pan’s Labyrinth, Gladiator, Fight Club

“We help take the burden off the shoulders of families, so they can have more of the most precious asset in this world – spending time with each other.”

A lifelong resident of Southeastern Michigan, residing in Clinton Township, Steven shares his free time between his high school sweetheart, Mary, his large family, and his love and passion for music and the arts. You can also find him playing in a band, reading a great book, or tinkering with the latest technology gadget.

Steven is a proud graduate of Wayne State University, earning his Bachelor’s degree in Music Business and a minor in Business Administration. While exposed to the powerful impact that arts and music have on people, he realized that he could help impact a similar change in personal finance, combining his business and financial knowledge with the human aspect of art and music, truly putting the personal into personal finance.

Steven is dedicated to educating people on how to make sense of their personal finances and create a game plan for how to win with money. He believes with the right information, tools, and support, almost anything is possible. Working side by side with people is one of Steven’s greatest passions, and he is confident that personal relationships and trust are the foundation that a successful financial plan is built on.

Steven has spent the last 14 years as an avid saxophonist, playing in everything from jazz bands and classical concert bands to rock bands and solo performances.

Coldplay, Relient K, The Beatles

"We help people become at peace with their money, freeing up time and energy to focus on what matters most to them in life."

Nicole has spent most of her life in southeast Michigan, residing in Shelby Township. Nicole spends her free time with her husband Christopher and her dachshund named Franklin. You can also find Nicole listening to music and going to concerts, grabbing a coffee with friends, and spending time with family at her parents' lake house.

Nicole has a passion for creativity, learning, and building relationships with others. Being able to help individuals from your own knowledge and experiences can be quite rewarding.

Nicole was Born in Traverse City, Michigan and resided there until the age of 4.

The Flash, One Tree Hill, The Voice

"Being part of a team that takes pride in helping families with their financial goals in order to spend more time with their loved ones, that is truly what life is all about."

A Michigan native now living in Louisville, KY, Lauren enjoys exploring the city with her husband, Phil and dog, Leia. She is an avid reader, a music lover, and enjoys crafts such as cross stitching and hand embroidery.

Lauren has a passion for people and helping them obtain their goals. She loves learning about others, helping build relationships, and engaging with people on a personal level.

Lauren and her long-distance friend in Pennsylvania maintain a book review blog called No Distance Books.

Rebecca by Daphne du Maurier, The Lion, The Witch and The Wardrobe by C.S. Lewis, and Little Fires Everywhere by Celeste Ng

"From my colleagues to our clients, I get to work with some of the best people I know. Every day, I’m excited to work by their side and be a part of this team."