Meet The Team

Retirement Solutions

Keith Green, AIF®, CPFA

Keith Green, AIF®, CPFA

Retirement Plan & Wealth Management Consultant

(810) 735-5928

Heather Green

Heather Green

Senior Client Service Manager

(810) 735-5928

Toni Teachout

Toni Teachout

Client Relationship Manager - Retirement Plans

(810) 735-5928

Wealth Management

Jim Maguire, AIF®

Jim Maguire, AIF®

Sr. Private Wealth Advisor

(810) 735-5928

Shannon Chisholm

Shannon Chisholm

Sr. Client Services Associate

(810) 735-5928