Our Metro Detroit Team

Wealth Advisors

Tim Bearden

CFP®, ChFC
CEO, Senior Wealth Advisor

Jon Pettigrew

CFP®, ChFC®, AIF®
Wealth Advisor

Taylor Maks

CFP®, CIMA®
Wealth Advisor

Evan Topor

Wealth Advisor

Tyler Silverthorn

CFP®, AIF®, CExP™
Wealth Advisor

Colin Casey

CFP®, CEPA
Wealth Advisor

Austin Potter

CFP®
Wealth Advisor

Team Members

Mike Lee

Chief Financial Officer

Kayla Berger

Operations Manager

Don Cizek

Client Relationship Manager

Calen Sutton

Marketing Director

Kristin Morrison

Director of Operations

Alyssa McLaughlin

MBA
Client Service Associate 

Deb Dalman

Retirement Plan Relationship Manager, Licensed Sales Assistant

Stephanie Leier

Operations Associate

Alyssa Harrison

Office Administrator/Marketing Assistant

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning

Mark Petersen

CPA, CFP®
Senior Wealth Planner

Matt Lewis

Vice President, Insurance

Matt Kory

Vice President, Retirement Programs

Scott Berryman

JD
Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Chris Tooker

AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions