Our Farmington Hills, MI Team

Leadership

Mark McCallum

CFP®, MBA
Managing Partner, Wealth Advisor

Wealth Advisors

James Carano

CFP®
Senior Wealth Advisor

Dennis Norwood

CFP®, CPWA®
Partner, Wealth Advisor

Lisa Thuer

Partner, Wealth Advisor

Chris Conmy

AWMA®
Partner, Wealth Advisor

Gregory Worcester

CFP®
Partner, Wealth Advisor

Jill Gosz

CFP®
Partner, Wealth Advisor

Mark Anleitner

CFP®
Partner, Wealth Advisor

John Kozuch

CFP®
Partner, Wealth Advisor

Alec Kozuch

CFP®
Partner, Wealth Advisor

Craig Anderson

Partner, Wealth Advisor

Connor Butler

Wealth Advisor

Client Services

Stefanie Carano Shulman

Relationship & Operations Associate

Alyssia Lee

Senior Relationship and Operations Manager

Jonquay Armon

Senior Relationship and Operations Manager

Mary Nugent

Relationship and Operations Manager

Paula Martinez

CLTC®️
Senior Relationship and Operations Manager

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Debra Taylor

CPA/PFS™, JD, CDFA®
Managing Partner and Chief Tax Strategist

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Mike Valenti

CPA, CFP®
Vice President, Tax & Financial Planning

Scott Berryman

Director, Trust Solutions

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Director, Wealth Planning

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Tom Mullen

Senior Tax Planner