Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Robert E. Kendall, CRPC®

Senior Vice President - Wealth Management
231-739-9855

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Registered States:
AZ, CA, CO, DC, FL, GA, ID, IL, IN, KY, MA, MI, MN, MO, MT, NH, NM, NV, NY, OH, PA, SC, SD, TN, TX, VA, WA, WI, WY

Sandra Helene Bantien

Senior Client Service Associate
Chartered Retirement Planning Counselor (CRPC®)
231-739-9816

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Sandra has more than 15+ years of experience in our industry, she is licensed and she holds the Chartered Retirement Planning Counselor (CRPC®) designation. 


Registered States:
AZ, FL, GA, IN, MI

Amy Lynn Kaiser

Client Service Associate
231-739-9820

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