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Motor City Office
Auburn Hills, MI

Motor City

Call Us: 248-499-8704

Music City Office
Franklin, TN

Music City

Call Us: 615-567-3056

Associates

As a board CERTIFIED FINANCIAL PLANNER™ professional, Joe provides comprehensive financial strategies for higher net-worth families to help preserve current levels of wealth, plan for retirement, as well as, designing retirement...

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Lou Melone

Managing Partner

248-499-8704

248-499-8721

As a board CERTIFIED FINANCIAL PLANNER™ professional, Lou provides comprehensive financial strategies for higher net-worth families to help protect and preserve current levels of wealth, plan for retirement, as well as, designing...

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Margaret Anderson

Operations Manager, Paraplanner

877-293-5830

Margaret oversees the administrative and account maintenance responsibilities for the team. She assists the team by helping prepare financial plans, servicing client requests,...

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Cindy Vaccarino

Client Service Assistant

877-293-5830

248-499-8721

Cindy is our Client Service Assistant.  She is responsible for client outreach and assists in the operations of the firm.

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