Pat has worked in the financial services industry since 1987. He grew up in Gladwin, MI and attended Albion College, where he obtained a Bachelor’s of Science Degree in Economics and Management. Pat and his wife, Wendy, have...

Rob has been in the financial services industry since 1991. He grew up in Olivet, MI and is a graduate of Central Michigan University, where he received a Master’s of Science in Administration and a Bachelor of Science in...

Meet Connor, a dedicated Financial Planner that specializes in helping young families manage their finances, and build wealth. 2023 Investopedia Top 100 Financial Advisor and host of the Wealthy HOMES Podcast.

Suzannah is a insurance agent at Preferred Financial Group, LLC, where Suzannah guides her clients through their ever-changing life events in order to help them develop an insurance plan to reach their financial goals. Suzannah draws...

James graduated from Miller College in 2014, where he obtained a Bachelor's of Science Degree in Business Management and immediately began working in the Financial Services Industry. Part of James’s responsibilities are providing...