Our Team
because you should know who you're working with.
Jose has been helping individuals with their finances in every stage of life since 2005.
His approach to financial planning is to educate in an unintimidating and understandable manner.
Jose is active in his community and holds positions in various local businesses and non-profit organizations. He currently serves on the Board of Directors for the Mason Public Schools Foundation. Jose received the 2016 Lansing Regional Chamber's "10 Over the Next Ten" award and holds the Accredited Investment Fiduciary® designation.
Jose is a Michigan State Alum and currently resides in Mason, Michigan. In his free time he enjoys playing basketball and spending time with his wife Sarah, and children Hailey, Isaac, and Noah.
Amanda has been helping families understand the importance of comprehensive financial planning since 2017.
As a licensed fiduciary, she approaches every client's situation with their best interest at the forefront of the planning process including a focus on prioritizing both personal and professional goals.
Amanda realizes that financial planning is complex, but the process doesn't have to be intimidating or overwhelming. She is dedicated to serving her clients to and through their biggest financial decisions.
Amanda is a former special education teacher, Michigan State Alum, and currently resides in Lansing, Michigan. She received the 2023 Lansing Regional Chamber's "10 Over the Next Ten" award and currently serves on the Board of Directors for a local non-profit - T.W.I.G.S. When she's not with clients, she enjoys spending time with her husband Devin and son Brody, reading, and golfing.
David has over 10 years of experience in the financial industry and a passion for helping individuals and families achieve their financial goals.
He believes in building long-term relationships with his clients, and taking the time to understand their unique circumstances and aspirations before designing an easily understandable
comprehensive financial plan.
David enjoys spending time with his family, coaching his kids' sports teams, and exploring the outdoor wonders that Michigan has to offer. As an active member of his community, David is involved in youth sports and finds great fulfillment in mentoring young athletes. His dedication to coaching extends beyond the field as he instills valuable life lessons such as teamwork, discipline, and perseverance both on and off the field.
Larry has been in the financial service industry since 1986.
What differentiates Larry from most is the understanding that client’s needs are greatest when dealing with life circumstances and change. Larry believes that “It’s not about how much you have, but who you are.” Larry holds the Accredited Investment Fiduciary® designation and recognizes the importance of a complete understanding of client needs and desires, as well as a complete
goals-based financial and estate plan.
Larry enjoys golfing, traveling, and spending time with his wife Sheila and their dogs.