How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Sherrie Schwartz

Financial Advisor


Using an established process over the last 22 years in the industry, Sherrie build's personalized financial strategies for her clients that are designed to achieve their unique goals. She takes the time to get to know her clients on a...

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Kyle Forman

Branch Manager

Kyle Forman is a recent Cum Laude graduate of Central Michigan University where he earned his Bachelor of Science in Business Administration with a major in Finance. In 2018, he also earned his Associate of Science from North Central...

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