Investment Advisory Services
Meet Our Team
Our team of advisors are here to serve you and your financial planning and investment management needs.
Joe Martinez
LPL Financial Advisor
Joe is a graduate of Grand Valley State University with a degree in Finance and Marketing. He enjoys watching his Notre Dame Fighting Irish on Satuday's and spending time outdoors.
Rob Morgenstern
LPL Financial Advisor
Rob graduated from Western Michigan University in 2005 and has worked in the personal financial services industry ever since.
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