Responsible for the development and implementation of the firm’s marketing and public relations initiatives. Created a comprehensive suite of marketing materials and established a consistent schedule of communications with shareholders and financial intermediaries. Updated and mainstreamed image to appeal to a larger audience. Managed digital communications and coordinated media buys and placement. Directed a total revamp of the firm's websites. Helped to increase firm assets under management from just below $1 billion to over $3 billion.

Founded in 1990, TRUST COMPANY FAMILY OFFICES is a national trust bank and the regional purveyor of investment and trust services, with over $2.8 billion in managed fiduciary assets. Among other services, TRUST COMPANY FAMILY OFFICES serve as Trustee of revocable and irrevocable trusts, IRAs, and other investment entities. TRUST COMPANY FAMILY OFFICES also accepts appointments as investment agent for individuals serving as their own Trustee, in order to provide lifetime management of financial assets. Through a highly personalized approach, TRUST COMPANY FAMILY OFFICES work with clients to understand the needs and objectives that inform investment strategies and administrative responsibilities and is committed to establishing meaningful, long-term client relationships.

We believe the way to help grow and preserve your wealth is active investment management. This is particularly important given the current investment environment and the prospect of rising interest rates in the years to come. We expect that investors utilizing a buy and hold strategy will have returns that they will likely find unacceptable over the next five to ten years. We are a fee-based advisory firm where our interests are in line with your interests. We are viewed as trusted advisors who want to help quarterback your family’s financial affairs, if that is what you wish. We provide advice primarily on investments, but also advice in estate planning, long-term care insurance, life insurance, taxes, mortgage refinancing, and college funding. Our firm, Retirement Income Solutions, Inc. (RIS), is an independent registered investment advisor. Our independence from being owned by a bank, insurance company, mutual fund company or Wall Street brokerage firm enables us to make unbiased recommendations rather than ones that might favor the advisor’s employer. There are few firms in the Ann Arbor and southeastern Michigan area that can provide advice on individual, joint and trust accounts in conjunction with 401ks, 403bs, TIAA-CREF, IRAs and other retirement accounts. RIS can advise on all these areas and provide an integrated strategy for all the accounts that maybe appropriate for your family. A key part of that advice is setting appropriate goals and that means helping clients focus on the important financial issues, not just those issues on the minds of clients. Our educational backgrounds and investment experience cover many years and many investment environments, and we consider education of our clients a key aspect of the services we provide.

Experienced sourcing importer with a demonstrated history of working in the seasonal products industry with grocery retail chains.

SJS Investment Services has been advising people, families, organizations and communities, managing their assets, and in general, being there for them since 1995. Our time-tested investment philosophy builds on the research of Nobel Laureates and experienced practitioners, implementing in the real world what has been emphasized in the ivory towers. We have approximately $2.0 billion* in assets under management. But most important, we bring major money center investment experience to you through MarketPlus Investing, and a team of people whose small-town values put you first, all the time, every time. That’s what sets SJS Investment Services apart. *as of 12/31/2022

TFO Wealth Partners is a wealth management firm specializing nationally in helping families thrive by connecting their wealth and purpose. Headquartered in Maumee, Ohio, with offices in Houston, Winchester, St. Louis, and Phoenix, our team shares a mission of providing personalized guidance across all aspect of our client’s financial life. Our breadth of services include investment advisory, wealth planning and family office, family governance and education, philanthropic planning, corporate retirement plans, and more. We believe through this set of collaborative, connected solutions, we can provide the family office experience we believe our client families deserve, one that transcends the limits of what traditional wealth managers might offer. Please note: we’ve recently rebranded, changing our name from “TDC Investment Advisory” to “TFO Wealth Partners.” With “TFO” standing for “The Family Office” we believe our new name more accurately reflects the breadth of solutions we provide our client families.

With four generations of family-ownership spanning more than 70 years, Jack V. Butterfield Investment Company is a full service investment firm, located in downtown Jackson, Michigan, helping individuals, families and businesses secure their financial futures. We believe that "trust"​ is one of the most important aspects in a successful financial plan, so you can trust that we'll be here to advise you.

KMG Fiduciary Partners, LLC is an innovative, entrepreneurial financial planning and asset management firm. As a fiduciary, we are obligated to put our clients first and we are uniquely qualified to help each one reach their personalized goals. As a premier independent firm for like-minded clients and advisors, we will always act in a fiduciary capacity, and have a commitment to long term success and the desire to have a meaningful working relationship. We seek to help each and every client reach their financial goals and achieve long term success through personalized financial plans designed specifically to meet their individual needs. KMG Fiduciary Partners, LLC offers a comprehensive collection of services unrestricted by specific products. As a fiduciary firm, we are not bound by any products and services of any one company, and have the flexibility to source tailored solutions for you.

At Savage and Associates, we aim to simplify financial services, employee benefits and insurance to continuously meet the needs and interests of our clients. Our team of professionals have access to wide range of resources to help you achieve your financial goals. Each client’s unique needs are examined closely by a dedicated service team who put their combined knowledge and industry experience to work every day. Savage serves individuals, professionals, and business owners by helping them minimize insurance risk and maximize opportunities. The late John F. Savage founded the firm in 1957 with the belief in people and the difference they can make in the lives of others. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Finance issues are a leading cause of stress. We provide investment management, taxes, and legal services to help you Live with Confidence. Building Each client relationship begins with a comprehensive analysis; “Where have you been, where are you now, and where would you like to be?” There is no wrong answer; we want to help you get there, no matter where “there” is. Each client’s investment and retirement strategies are built by our advisory team and backed by the combined experience of a comprehensive wealth management firm. Defending Client portfolios are guarded by Fortunatus Investments, LLC, an affiliated advisor offering proprietary models developed by the EWM founders and maintained by a professional team of specialists. The portfolios are positioned in an attempt to take advantage of market opportunities while defending the downside. It’s wise investing for an ever-changing world™. Advancing We closely monitor and adjust our client portfolios by identifying new opportunities and conducting thorough investment market research. This allows us to advance together in the direction of every client’s goals. Executive Wealth Management is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). Reference to registration does not imply any particular level of qualification or skill. Executive Wealth Management offers advisory products and services to companies and individuals located within the United States. Executive Wealth Management does not offer tax or legal advice. Securities products and services offered through Private Client Services, LLC, Member FINRA/SIPC. Executive Wealth Management and Private Client Services are unaffiliated entities.