Our Team

because you should know who you're working with.


Jose Yanez

Partner / Financial Advisor

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Jose has been helping individuals 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 business and non-profit organizations.


He currently resides in Lansing. In his free time he enjoys playing basketball and spending time with his wife Sarah, and children Hailey, Isaac, and Noah.


Larry Hakim, AIF


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Lawrence T. Hakim AIF® has been a financial advisor since June 1986.


What differentiates Larry from most financial advisors 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.” 


He also believes in the importance of a complete understanding of client needs and desires, as well as a complete

goals-based financial and estate plan. 


After 32 years and thousands of client meetings, Larry has dealt with just about everything regarding his clients.


When he’s not working, Larry enjoys golfing, traveling, and spending time with his wife of 27 years, Sheila, and their 3 dogs.

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Stherlyne Osterne

Client Service Associate

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Originally from Haiti, Stherlyne (pronounced ster-lean) moved to Michigan in 2010. 


She is a graduate of Lansing Everett High School and Wilson Talent Center Business and Risk Management Program.  Her time at Wilson Talent Center gave her the knowledge and understanding of the insurance and financial industry, making her an asset to our team.


Her role with the firm is to support advisors in day to day operations and administrative tasks as well as support our client’s service needs when they arise.  She is currently a student at Lansing Community College and aspires to earn her bachelor’s in Business Administration. 


Her interests include community service, learning new languages, trying new foods, and traveling.  She speaks French, General Creole, and Haitian Creole.