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!!