Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Strategic Partners

Partners

Kirk Falvay

Estate Planning Attorney

(248) 642-5535

(248) 220-1040

[email protected]

Kirk Falvay is a graduate of Miami University (Ohio) School of Business and Indiana University School of Law. He founded his firm, Falvay Gocha, PC in 1974, and has been in private practice since that time. He maintains offices in...

Read more

Scott Sumner

Estate Planning Attorney

(248) 605-3125

Scott J. Sumner, J.D., is a local attorney, practicing in the areas of Estate Planning, including Trusts, Wills, Powers of Attorney, Medical Directives and Probate, as well as Divorce and Criminal. Scott is a graduate of Michigan State...

Read more

Audra Woods

Elder Law Attorney

586-532-8970

[email protected]

Ms. Woods was admitted into the practice of law by the Michigan State Bar in 2006, and maintains accreditation by the Office of General Counsel of the United State of America in Veterans Benefits. Ms. Woods is a career member of the...

Read more

Paul Mackey

CPA

Paul has 20+ years’ experience in accounting, tax, and financial reporting. Paul has led a small accounting and tax firm providing individualized solutions to individuals, small businesses, and trust/estates. Services include:...

Read more

Mark Smith

CPA

248-642-2803

[email protected]

Mark L. Smith joined Mellen, Smith & Pivoz PLC in 1980. Mark was admitted as a Member of the firm in 1987. He has a Bachelor’s of Science degree in Accounting from Wayne State University. Mark uses specific experiences and...
Read more

Robin Benzinger

Realtor

(248) 360-2900

[email protected]

My name is Robin Benzinger and I am a proud member of the Stockton Team at Keller Williams Realty in Commerce Township. The Stockton Team is a family oriented team that has been providing professional real estate services for Oakland...
Read more

Ron Andrusiak

Vice President/Senior Loan Officer

734-612-9114

734-293-4270

[email protected]

Ron Andrusiak is a Vice President/Senior Loan Officer for National Home Lending, dba GSFS, Inc. Ron’s main responsibility is originating purchase and refinancing transactions for residential properties which include primary,...
Read more

Andy Greig

CFA

Successful investment professional with 25 years of expertise in portfolio management. Additional experience with compliance issues, investment sales/marketing and client relations. Supervised Investment Research Department staff of...

Read more

David Haugk

President of Haugk & Associates Insurance Agency

(248) 577-8137

(248) 577-9983

Haugk & Associates is a full service, residential and commercial insurance agency. We specialize in recognizing our client’s specific insurance needs and placing them with the appropriate insurance company to meet those needs....

Read more