Financial Consultant and Certified Wealth Strategist®
David has been successfully advising and managing investments for over 20 years. He and his staff strive to draft thoroughly individualistic financial plans for their clients, whether they are individuals, families, or small businesses from all across the United States.
David holds two degrees—one in liberal arts and one in business administration—and has passed the following professional designations and credentials:
- Certified Wealth Strategist®
- Series 6
- Series 7
- Series 63
- Series 65
- Life, Health Insurance, and Variable Contracts License
David is an art and music enthusiast. His passion for the arts gives him a unique insight into the financial planning process. In his spare time, he enjoys playing guitar and woodworking. Some of his furniture creations can even be found around his house. David and his wife Laura live locally in Farmington with their son.
Director of Operations
With over seventeen years of experience working in the insurance industry, Kristi plays an important role here as office manager and administrator. She is the voice you hear when you call our office and always seeks to guide and assist our clients with care. When Kristi isn’t helping a client, she’s busy facilitating our office operations.
Kristi holds a degree in business administration, is currently pursuing a second degree in accounting, and is working toward becoming a Certified Public Accountant®. She holds Property and Casualty, Life, and Health Insurance licenses and also serves as our Insurance Assistant.
Head of Accounting
Laura has been with us from the very beginning. She handles all of our bookkeeping, payroll, and daily finances. With her BA from Madonna University in English and minor in elementary education, Laura adds a literary flair and artistic depth to our office.
When looking around the office, you will see the detailed and delicate precision of the Arts and Crafts style. Laura’s deep interest in all aspects of art helped her design the majority of our interior office space.
She is an artist in many regards, and most of the pottery pieces in our office were handcrafted by her. Laura and her husband David live in Farmington with their son.
Claire has developed the successful consulting firm CK Developments, LLC that works with us to oversee our employee development and training, as well as internal procedures. She enjoys the challenge of seeing new projects through to completion.
Claire earned a Bachelor of Fine Arts from New York University and a Master of International Business from Pepperdine University.
In her spare time, she enjoys home renovation, hiking, cycling, and reading.
Administrative Assistant, Editor, and Blogger
Hannah has revised various documents for us and also our website. She is one of the voices you may hear when you call our office or see in a meeting taking notes.
Hannah recently graduated from Oakland Early College in Farmington Hills and plans to pursue a bachelor’s in English from Hillsdale College. Her hope is to one day become an editor.
In her free time, Hannah enjoys reading and spending time with friends and family.
E. Flynn Judge
Manager of Happiness and Smiles
Whether it’s crayons, markers, or cars, Flynn keeps us up to date on the latest and greatest. He is a mastermind when it comes to coloring and car racing strategy. Flynn plays an important role here, and we're lucky to have him.
However, when he’s not keeping our office educated, he can be found playing with friends and making everyone feel welcome. Next time you're in, remember to ask about his newest picture creation!