The Team
Richard Marotzke, CRPC®
President, CCO
CHARTERED RETIREMENT PLANNING COUNSELORSM
Kevin Sims, CRPC®
Investment Advisor Representive
CHARTERED RETIREMENT PLANNING COUNSELORSM
Sarah Oberson
Administration Assistant
Blaise Zimmer
Investment Advisor Representive
Suellen Estes
Investment Advisor Representive
CEO - Great Lakes Bay Financial
Bradley Montgomery, esq.
Investment Advisor Representive
President of Investments
Are you an Investment Advisor looking to be a part of a team that takes a different approach to Advising and Weatlth Management? We bring an inspired experienence to Wealth Management, not a service model. If you are interested about joining The Team gives us a call!!