Our Team

Tom Small

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

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 my that role, I was responsible for...

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...

Anna Horford

Administrative Assistant

517-349-7111

517-349-7222

Anna is an administrative assistant with over 7 years of marketing, sales, & customer service experience. As the “face” of our office, she handles client communications & seeks to ensure a personal & efficient relationship...