About Us

Our team of professionals are highly educated, detailed oriented with the goal of giving our clients outstanding client experience.
Our goal is for you and your family to have peace of mind at the end of the day.

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Meet Our Team

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Ashley has over a decade of experience in serving individuals as they age and acquire disability. She earned her undergraduate degree from Western Michigan University, where she studied special education, psychology, and political science. Read More

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Ashley Jacobson

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Christopher J. Berry is an attorney and financial advisor, author, presenter and host of “The Chris Berry Show,” a weekly radio show and podcast where he talks about wealth, estate and tax planning for the second half of life. Read More

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Christopher J. Berry, JD

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Drew is a graduate of Michigan State University where he earned a bachelor’s degree in Political Science Prelaw. He grew up in the Brighton area and has been active in the community for over 10 years. Read More

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Drew Bolam

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Gail has over twenty-five years' experience as a paralegal in various areas of the law, including estate planning, probate, corporate, and trust funding. Read More

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Gail Gonos

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Helena has over fifteen years of legal experience in Elder Law, Family Law, Medical Malpractice Defense; and varied experience in administration and as a financial secretary/bookkeeper. Read More

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Helena Kampwerth

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Kelsey is a graduate of Kingston University in London with a Master’s of Arts in Public Relations and Corporate Communication, but is a Michigan native who earned her Bachelor’s of Science in Nursing from the University of Michigan. Read More

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Kelsey Griffiths

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Lisa has over 30 years of experience working as a Legal Assistant. Lisa has worked in the areas of elder care law, estate planning, family law, probate and criminal law. Read More

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Lisa Lukkari

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Madison charged into the world in 2012 and has become the master of her world. She is full of joy and attitude. Madison is active in girl scouts and soccer, as well as violin, singing and dancing. Maddie enjoys swimming and she loves to watch movies and is an amazing reader. Read More

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Madison Berry

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Rachel is a Michigan transplant who recently earned her J.D. from the University of Melbourne. Prior to that, she studied at Florida Gulf Coast University, earning a Bachelor’s degree in Economics, and spent several years working in finance. Read More

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Rachel Hovenden

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Ryan was born in 2010 and since then has grown into a very inquisitive young man. He is an avid reader that loves reading about history and science. From an early age his favorite books were learning about historical and scientific facts, such as encyclopedia’s and 5000 facts books. Read More

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Ryan Berry

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Sarah currently has over a decade of Customer Service and Administrative experience which includes running office operations for multiple companies. Read More

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Sarah Smith

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Shelby is a graduate of Grand Valley State University where she earned her Bachelor’s of Science in Public and Nonprofit Administration with an emphasis on budgeting and finance. Read More

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Shelby Creps

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Wendi currently has over 20 years Customer and Administrative experience which includes 10+ years of public school teaching and running operations for an insurance company. Read More

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Wendi Wallace

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