Associates

In today's complex world, it takes a clear vision and the expertise of a financial professional to help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.

Greenville, MI
Linda Posati, LUTCF, CLTC
Indianapolis, IN
Nicholas Pope, CFP - Director, Life & Wealth Solutions Angie Pope, CFP - Vice President, Professional Development Kristen Rueth Keith Sorgius Alex Trueblood
Jackson, MI
Kent Hubbard
Lansing, MI
Mike Anderson - Senior Vice President Forrest Bouyer Frank Brincat Mark Buckley Brian Compton Bonnie Creamer - Support Team Member Kurt Creamer, CFA - Executive Vice President, Investments Heide Dean - Support Team Leader Richard Diaz Sal Durso - President & CEO Marcie Durso - Vice President, Marketing Jim Erickson David Fitch - CFO Terri Garner - Director, Recruiting Andrea Garrett - Vice President, Operations John A. Hayner, CLTC Lyn Hood - Support Team Member Thomas P. Howe Cynde Keilen - Support Team Member Larry Krause Erin Kuriakose Danielle Leutz Reuben Levinsohn - Director, Life & Wealth Solutions for Medical Professionals Joseph K. Messerly, CLU, ChFC - Senior Vice President, Individual Insurance Mark Mooney David Norris Roxanne Orr - Support Team Member Barbara Polcyn - Support Team Member Diana Pringle, CLU, MBA - Executive Vice President Scott Russ - Senior Vice President Kirk Sempsrott Autumn Slanker - Senior Associate, Professional Development Suzette Weaver - Support Team Member Bill Woodworth, CLU, ChFC
Lansing, MI (Downtown)
Dave Creamer Gene Gilin Kathy Sirmons - Support Team Member
Lansing, MI (West Lansing)
Charles O. Moore, CLU, ChFC Stacy Trial - Support Team Member
Mason, MI
Teresa Carl - Support Team Member Ryan Parrott, CLTC Peter D. Robinson,CLU, ChFC Senior Vice President
Muncie, IN
Julie Absher Rick Cooper John Lozar Sharon Vore
Okemos, MI
Dawn Brink - Account Service Representative Jason Cousino, Support Team Leader Tim Durso - Executive Vice President, Employee Benefits Dan Gerger - Account Executive Melanie Hefron - Account Manager Jennifer Miller - Account Executive Steve Nichols Mark Papsidero - Account Executive Shirley Rinckey - Account Service Representative Chuck Stickney - Senior Account Manager