The Preferred Team
Sandy K. Derby, CFP®, ChFC™, CASL®, LUTCF
Founding Partner
269-216-3603
Patrick Gilbert
Founding Partner
269-216-3603
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...
Robert Harrison, MSA, LUTCF
Founding Partner
269-216-3603
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...
Connor Bauserman, ChFC®
Financial Planner
269-216-3603
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 Zerbe
Insurance Agent
269-216-3603
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 Gilbert
Registered Representative
269-216-3603
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...