Our Team

because you should know who you're working with.

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Jose Yanez/AIF

Owner / 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 Mason, Michigan. In his free time he enjoys playing basketball and spending time with his wife Sarah, and children Hailey, Isaac, and Noah.


Amanda Hadley

Financial Consultant

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Amanda has helped many individuals, families, and business owners understand the importance of comprehensive financial planning in order to achieve their goals.


Her experience as a teacher prior to joining the financial service industry has taught her to approach every client with a focus on educating, listening, and compassion.

She currently resides in Lansing, Michigan.  She enjoys traveling and spending time with her family.

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Larry Hakim, AIF

Director of Insurance and Fixed Annuities

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Lawrence has been in the financial service industry since June 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.” 


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. 


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