We are an independently owned and managed company, providing investment guidance and excellent client service to individuals and their families. We believe that an integrated and holistic approach is the best way to assist you in realizing your financial and lifestyle goals.

We strive to provide unbiased opinions, help you understand the impact of cash flow, managed income, and estate taxes, know the true value of insurance coverages, and more to support your vision for the future. 

We are here through career transitions and retirement planning to simplify and make sense of any challenges as they surface. We do this with the highest levels of trust, integrity, and respect while always collaborating using our proven team approach.

Kevin Ward

Financial Advisor
  • Financial Planning/Investor Education
  • Investment Strategy/Trade Requests
  • Medallion Signature Guarantee Signor

Kevin has been involved in the financial industry since 2001 and joined the team in 2012.  He works closely with our clients to ensure that their goals and future needs are well aligned with their investment strategy.  Kevin’s strong knowledge of the industry combined with his outgoing personality is a great combination.  Kevin graduated with his bachelor’s degree from Central Michigan University and currently holds his Series 7 and Series 66 securities registrations.

Kevin is an entrepreneur and owns a doggy day care.  Kevin’s time is also spent in philanthropic ventures such as fostering dogs and participating in fundraising events for animal welfare. Kevin and his wife, Kelly, enjoy spending time in the mountains and on their jet ski, and collecting rare baseball cards.

Karen Clark

Client Relations Manager
  • New Accounts
  • Account Maintenance (beneficiary change & re-registrations)
  • Money Transfers and Distributions (Requests for Required Minimum Distributions (RMDs) ACH, Wires, and Checks)

Karen has been with our firm since February 2000. Her greatest joy is assisting clients and contributing to their financial planning and well-being. She excels at helping clients and fellow team members with problem solving. She is proud of the fact that prior to joining the form she worked in customer service for 15 years in the non-profit sector. Outside of work, Karen and her husband Jim enjoy creating as much time for laughter as they can while spending time with family and friends in the area. Their cat, Snickers, keeps them entertained on a daily basis.

Mollie Ales

Client Services Director
  • Life Insurance
  • Higher Education Saving
  • Trade Requests

Mollie has been with our firm since January 2016. Mollie directs our internal operations including our 529 plans, alternative investments, and insurance solutions. She earned her Bachelor’s Degree at Missouri Southern State University and currently holds her FINRA Series 7 registration. Mollie enjoys cooking and camping with her husband, Eric and their two dogs.