Traverse City Office

Find an advisor in the Traverse City Office who can assist with your financial goals. Our experienced advisors pride themselves in understanding your needs, and ensuring you have a comprehensive knowledge of the strategies used to achieve your investing goals. We help can help secure your future through our innovative approach.

SPECIALIZATIONS:

OUR ADVISORS

Paul Bonaccini

Vice President, Investments – Accredited Asset Manager
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Jerome F. Hartl, CMT

Vice President, Investments
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Kirt Kilbourne

Vice President, Investments and FC in Charge
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Douglas Pryor, CIMA®

Senior Vice President, Market Manager
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Mark Spencer

Senior Vice President, Investments
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Jeff Spencer

Vice President, Investments
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EVENTS

Check back soon for our office events!