Battle Creek​

(269)441-4143

Jackson​

517-795-2025

77 E Michigan Ave,
Suite 140
Battle Creek, MI 49017

977 Airport Rd.
Jackson, MI 49202

Battle Creek​

(269)441-4090​

Jackson​

517-795-2025

Contact Us

If you are serious about planning for your future, we want to meet with you. We ask that you provide us with some basic information so we can assess your needs and schedule a meeting. Please follow the link below to complete our survey.

Battle creek office

Jackson office

Our E-mail Addresses

Send Your mESSAGE

  • This field is for validation purposes and should be left unchanged.

Contact Our Specialists

Erik A Smith

Erik A Smith

President, CEO & Wealth Manager
Nick R Acri

Nick R Acri

Wealth Manager
Dylan Thomas

Dylan Thomas

Wealth Manager
Carrie Fuce

Carrie Fuce

Office Manager & Client Concierge

Our Address On Map