Meet the team
Our advisory team has some of the best credentials in town. In fact, if you’re looking for Fee Only CFPs we have the largest team in Washtenaw County working right here together for you.
(Source: CFP Board website, February, 2020)
Put our highly credentialed
team to work for you
See the listing and selection criteria of the publications on our disclosure page.
Frank Moore, our founder and Chief Investment Officer, was the top ranked advisor from Washtenaw County again on Barron’s Top 1,200 Financial Advisors. He’s the only local advisor to make the prestigious ranking for each of the past seven years and was ranked #12 in Michigan for 2023.
Frank Moore, our founder and team leader, was named #13 on Forbes Best-in-State Wealth Advisors list for 2023.
Senior Advisors
Jack McCloskey, MS, CFP®
Chief Operating Officer
Tammy Wakevainen, CFP®, CPA
Senior Financial Planner
Michael Stros, CFP®
Senior Financial Planner
Doug Watts, CFP®, ChFC®, CIMA®
Senior Financial Planner
Deborah Krone, CFP®, CPA, CDFA™
Senior Financial Planner
Nathan Zolynsky, CFP®
Senior Financial Planner
