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

Jerome F. Hartl, CMT

Vice President, Investments
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Heather Kilbourne, MBA

Vice President, Investments
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Jeff Spencer

Vice President, Investments
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Mark Spencer

Senior Vice President, Investments
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EVENTS

Check back soon for our office events!