How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Terry J. Thompson

Financial Advisor

(231) 933-6250

Terry works to assist in developing, securing and maintaining client business. He shares in the development, growth and success of the business while managing the day-to-day office operations and client inquiries. Terry is a licensed...

Read more

Jenny Terfehr

Branch Office Administrator



Jenny comes to us with two successful previous careers in retail management and aviation, bringing with her a great understanding of how to service clients and make their experiences great. She will be our Branch Office Administrator...

Read more