How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Richard J. Garner, CFP®
Director of Wealth Management
231-946-2762
James M. Taylor, CPA, CFP®
Financial Advisor
231-946-2762
Tara Olson
Associate Registered Representative
Recall how challenging it was to choose a profession at the age of 18? Business – as vague as it is - seemed to be the right path. My first “real job” was in the accounting department of a regional food...