The Preferred Team

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...

Connor attended Olivet College where he double majored in Financial Planning, and Insurance & Risk Management. He is our Ramsey SmartVestor Pro and the advisor at Consumers Professional Credit Union...

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...