Broker Check

At our firm, we have the client—and only the client—in mind.

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.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Tom Small CFP®

President and CEO

517-349-7111

517-349-7222

Tom Small has been a financial adviser for over 30 years and has held many leadership positions and has been given many prestigious awards over his career. He is a past President and board member of the Financial Planning Association...

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David, Hart, CFP®

Vice President, Wealth Management

517-349-7111

517-349-7222

dave@michiganmoneymanagement.com

I joined Michigan Money Management in 2021 after spending the early part of my career working for Guggenheim Investments in Chicago, where I most recently held the title Regional Vice President. In that role, I was responsible for...

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Anna Game

Client Associate Marketing Manager

517-349-7111

517-349-7222

Anna has over 9 years of marketing, sales, & customer service experience. As the “face” of our office, she handles client communications & seeks to ensure a personal & efficient relationship between our advisers & their clients.

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Marlena Kreis

Financial Advisor Assistant

517-349-7111

517-349-7222

Marlena is an experienced Financial Advisor Assistant with a demonstrated history of working in the investment management/insurance industry for over 25 years. She is a strong finance professional as well as underwriting professional...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.