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Our Team

How We Work

How We Work

We are a comprehensive Business Advisory and Fiduciary Financial Planning Team. We understand that in order to deliver on our promise of a 5-star financial planning experience it will take all hands on deck.  Every member of our team is committed to that same level of excellence and understands that each role is critical to the overall mission of a truly unique planning process.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Chad Ross

Chad Ross

Partner, Director of Alternative Investment Strategies

810-579-0088

810-479-0820

Jeremy Hazen

Jeremy Hazen

Partner, Financial Planner

810-579-0088

810-479-0820

Joseph  Amaya

Joseph Amaya, QKA, C(k)P, CPFA

Partner, Retirement Plan Specialist

810-579-0088

810-479-0820

Pamela  Ries

Pamela Ries

Certified Executive Coach, Founder & CEO, Thrive Consulting & Coaching

616-291-0454

Vincent  Maslanka

Vincent Maslanka

Controller & Chief Business Analyst

810-579-0088

810-479-0820