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
517-349-7222
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...
David, Hart, CFP®
Vice President, Wealth Management
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...
AnnaJulia Horford-Game
Client Associate Marketing Manager
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.
Marlena Kreis
Financial Advisor Assistant
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...
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.