MEET YOUR TEAM

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 workshop, speaking in movie quotes, and working on cars.

Brandon graduated from Oakland University, earning his Bachelor’s degree in Finance. He is an active volunteer at his church and offers personal educational seminars and courses throughout the year.

Bob has a tenacious focus on ethically serving the best interests of his clients. He has a burning desire to grow, learn, and innovate for the benefit of the clients and families he works with. He believes every person, family, and situation is unique and aims to deliver a process and portfolio that caters specifically to them.

A life-long Michigan resident, Bob lives in Lake Orion with his wife, Sue, and two sons, Connor and Gavin. He is a Central Michigan University graduate with a degree in Finance and Accounting. Bob is proud to be a Chartered Financial Consultant (ChFC) with more than 28 years of experience in the field. When he’s not in the office, Bob can be found on the golf course or in the kitchen trying a new recipe.

Steven shares his free time with his high school sweetheart and wife, Mary, and their dog, Jonas. He has a passion for music and the arts, and when he’s not in the office, you can find him playing in his band, reading a great book or tinkering with the latest technology gadget.

He 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 can have on people, he realized he could impact a similar change through acting as a guide for personal finance. By combining his business and financial knowledge with the human aspect of arts and music, Steven is truly able to put the “personal” in personal finance.

Steven is solely an investment advisor representative of HighPoint Advisor Group, and not affiliated with LPL Financial.

Nicole has spent most of her life in Southeastern Michigan and now resides in Macomb with her husband, Chris, and their dachshund, Franklin. When she’s not in the office, you can find Nicole working on renovations around her home or spending time with family at her parents’ lake house.

As the Director of Operations, Nicole’s primary role is to provide service to our clients and manage the day-to-day operations of the firm. She oversees all administrative functions, the firm’s office systems and procedures, and keeps us up to date on the latest compliance requirements. Nicole has a heart for people and oversees the onboarding of new clients and team members for the firm.

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

As our Director of Client Experience, Lauren’s priority is getting to know you and your family personally. She makes sure the firm is providing an outstanding experience for clients and prospects alike through her dedication to communication and outreach. She provides sales support to our advisors, ensures the enactment of our service model and implements the marketing plans of our firm.

Kristi, having been born and raised in Klina, Kosovo, moved to the United States with her parents and three sisters in 2009 and now lives with her family in Sterling Heights. Kristi is proudly fluent in both Albanian and English, having taught herself the language prior to moving to Michigan. In her spare time, she enjoys renovating old furniture, planning and hosting parties for her friends and family, and cooking and baking. She is also a secret foreign sports and comfort car fanatic and greatly admires the technology and artistry that goes into crafting a great automobile.

As Operations Associate, Kristi supports the Operations Department through timely processing of paperwork and account opening. She is a natural communicator and prioritizes reaching out to clients to ensure they are kept informed of every step of the onboarding and account updating processes. Kristi is often the first voice you hear on the phone when you call the office and prides herself on her attention to detail, efficiency and desire to learn.