Ashok’s clients are geographically diverse and at all different stages in their lives, but they share a common goal: retiring comfortably without outliving their savings. As an investment advisor representative…

Kevin was born and raised in Pinconning, Michigan and is a small town guy at heart. The proof? Kevin and his wife, Lynette, moved to Linwood because Pinconning installed a…

Niki Erb, a vibrant Investment Advisor Representative and fiduciary, enjoys partnering with her clients to develop pragmatic and actionable financial plans. Whether it be safeguarding savings, establishing short- and long-term…

With more than 15 years of leading and coaching individuals and teams, Kyle has always had a heart for serving and helping people achieve their goals. He is highly personable…

Charlie and wife, Lori, have been married for over 35 years and are extremely proud of their two children, Chuck and Jordan.  The Bowers family has been enthusiastically engaged and…

Paul is the President and founder of Durso Capital Management Co and Insight Folios Inc. both headquartered in Charlotte, North Carolina. Additionally, Paul is the creator of the “Planning Made…