Special Thanks to our Gold Partners

AMERIPRISE FINANCIALAMERIPRISE_SOLID_BLACK
32255 Northwestern Highway, Suite 200
Farmington Hills, MI 48334

Key Contact:
Mark J. Feiler, Complex Director
Tel:  248.865.2059

CAPITAL GROUPCapital Group
333 S. Hope Street
Los Angeles, CA 90071

Key Contact:
David H. MorrisonRelationship Manager
Tel:  877.421.7019

CHUBB PERSONAL INSURANCECPIlogoPantone301-1
5440 Corporate Drive, Suite 300
Troy, MI 48007

Key Contact:
Ryan B. SmithMarketing Specialist
Tel: 248.952.6496

JEFFERSON NATIONALJefferson National
10350 Ormsby Park Place
Louisville, KY 40223

Key Contact:
Jeremy T. RogersTerritory Manager – MI, WI
Tel:   502.587.3836

KAPLAN PROFESSIONALLogo Template_stacked
2300 N. Mayfair Road, Suite 205
Wauwatosa, WI 53226

Key Contact:
Nick Sitzberger, QFA, Client Relationship Coordinator
Tel:  866.963.8394

MUNDER CAPITAL MANAGEMENT
480 Pierce Street
Birmingham, MI 48009

Key Contact:
William A. Scarfone, Sr.Regional Sales Consultant
Tel: 248.647.9201 x 3131

OppenheimerFunds
Two World Financial Center
225 Liberty Street
New York,NY 10281

Key Contact:
Michael R. DennehyVP, Wealth Management Group
Tel:  617.515.7720

Internal Partner:
David C. Henry, Regional Consultant
Tel:  212.323.5434

SIGMA FINANCIAL CORPORATIONSIGMA_logo-1
4261 Park Road
Ann Arbor, MI 48103

Key Contact:
Jennifer Bacarella
Tel: 734.663.1611

 

SMALL BUSINESS ASSOCIATION
OF MICHIGAN (SBAM)
120 North Washington Square
Suite 1000
Lansing, MI 48901-6158

Key Contact:
Ken RootDirector of Membership
Tel: 517.267.2210

THORNBURG INVESTMENT MANAGEMENT
2300 N. Ridgetop Road
Santa Fe, NM 87506

Thornburg Investment Management - 2013 - 2 of 2Key Contact:
Kevin Dougherty, CIMA
Tel:  877.215.1330

 

US GLOBAL INVESTORS, INC.USGI_BLUE_295
7900 Callaghan Road
San Antonio, TX 78229-2327

Key Contact:
Tadas Misiunas, Vice-President, East Coast Region
Tel:  813.361.6336