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...

Nate Whitson

Financial Advisor

Planning for retirement (and beyond) can be challenging and stressful. Successful, conservative investors often wonder: “Will we be okay if the markets go crazy?”

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...

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...

Kathleen Carson

Assistant

Kathleen is the Personal Assistant to Nate Whitson and works closely with him to create relationships with clients and give professional and seamless service. With nearly 10 years of experience in customer service and sales, she truly...