Mike currently holds his Series 7, Series 63 and Series 65 licenses through LPL Financial. In addition to his FINRA licenses, he also has his Life, Accident & Health Insurance License through the State of Michigan. Mike received a Bachelor of Science degree from Central Michigan University, graduating with honors, with a major in Administration and a minor in Finance. He also holds the Chartered Retirement Plans Specialist (CRPS®) designation.
Tracy currently holds her Series 7 and Series 63 licenses through LPL Financial. In addition to her FINRA licenses, she also holds a Life, Accident & Health Insurance License through the State of Michigan. Tracy has over 23 years of experience in the financial services industry and is knowledgeable in many areas including operations, compliance and support.
Tony currently holds his Series 7 and Series 66 licenses through LPL Financial. In addition to his FINRA licenses, he also has his Life, Accident & Health Insurance License through the State of Michigan. Tony received an undergraduate degree from Western Michigan University with a major in Marketing and a minor in General Business. He received a master’s degree in Science Finance from Walsh College of Business.
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