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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

Shannon Clements

Shannon Clements

Director of Planning Operations

810-579-0088

810-479-0820

Nicholas Schummer

Nicholas Schummer

Relationship Manager & Director of Development

810-579-0088

810-479-0820

Joseph Amaya, C(k)P®, QKA®, CPFA

Joseph Amaya, C(k)P®, QKA®, CPFA

Managing Partner of Institutional Retirement Plans

616-302-4008

Charles Goetz, CEPA

Charles Goetz, CEPA

Director of Investment Strategies

810-579-0088

810-479-0820

Chad Ross

Chad Ross

Director of Alternative Investment Strategies

810-579-0088

810-479-0820

Jon Hodges

Jon Hodges

Business Planning Specialist

810-579-0088

810-479-0820

Brennan  Russell

Brennan Russell

Financial Services Professional

810-579-0088

810-479-0820

Hunter  Mateer

Hunter Mateer

Financial Services Professional

810-579-0088

810-479-0820