Our Team
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...
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...
