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

Robin Overmyer

Nicholas Pope, CFP - Director, Life & Wealth Solutions

Angie Pope, CFP - Vice President, Professional Development

Alexander Trueblood

Jackson, MI

Kent Hubbard

Lansing, MI

Mike Anderson - Senior Vice President

Forrest Bouyer

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

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

Dan Zeiger

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

Okemos, MI

Dawn Brink - Account Service Representative

Jason Cousino, Support Team Leader

Tim Durso - Executive Vice President, Employee Benefits

Jeremy  Fulks - Account Executive

Dan Gerger - Account Executive

Melanie  Hefron - Account Manager

Steve Nichols

Mark Papsidero - Account Executive

Shirley Rinckey - Account Service Representative

Chuck Stickney - Senior Account Manager