Our Saginaw, MI Team

Leadership

Mark McCallum

CFP®, MBA
Managing Director, Partner & Wealth Advisor

Wealth Advisors

David J. Abbs

CFP®, CFS
Wealth Advisor

Carly Wieland

CFP®, ChFC®
Associate Wealth Advisor

Chris Conmy

AWMA®
Partner, Wealth Advisor

Lisa Thuer

Partner, Wealth Advisor

Mark Anleitner

CFP®
Partner, Wealth Advisor

Gregory Worcester

CFP®
Partner, Wealth Advisor

Jill Gosz

CFP®
Partner, Wealth Advisor

Craig Anderson

Partner, Wealth Advisor

James Carano

CFP®
Senior Wealth Advisor

Dennis Norwood

CFP®, CPWA®
Wealth Advisor

Connor Butler

Associate Wealth Advisor

John Kozuch

CFP®
Partner, Senior Wealth Advisor

Alec Kozuch

CFP®
Partner, Wealth Advisor

Team Members

Andrea M. Bethune

Director of First Impressions

Sarah J. Tyrrell

Senior Operations Manager

Alexis Eddy

Administrative Associate

Client Services

Stefanie Carano Shulman

Senior Client Service Associate

Alyssia Lee

Client Service Associate

Jonquay Armon

Senior Client Service Associate

Mary Nugent

Senior Client Service Associate

Paula Martinez

CLTC®️
Senior Client Service Associate

Operations

Kate Bauer

Vice President of Operations/Integrator

Tracey Siewin

Client Service Associate

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

Matthew (Matt) Smith

Senior Trader

Kaleigh Sanders

Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning & Advanced Solutions

Matt Lewis

Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
Director, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

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

Thomas Resner

Director, Retirement Operations

Tom Mullen

Senior Tax Planner