Broker Check

35353 Dodge Park Road
Sterling Heights, MI 48312
(248) 457-3700

Team

 
William (Bill) is an independent advisor, he creates customized investment plans based on your risk tolerance, time horizon and life goals. He received his Bachelors degree in Financial Management and Computational Math from Albion...

Read more

Justin Dunn

Financial Consultant

(248) 457-3700

(586) 939-2995

Justin and his wife Jamie have two sons. An avid sports enthusiast, he currently coaches their baseball and hockey teams. Justin provides customized, competent and objective financial guidance with your needs in mind. With over 15...

Read more

Jonathan works with individuals to help them define, quantify, and prioritize their life goals and design a financial plan built to achieve those goals. He is an Honors Program graduate from a CFP® Board-Registered program at...

Read more

Michelle Gatny

Client Relations Manager

248-457-3700

586-939-2995

Michelle joined our staff as a Client Services Manager in 2016. With over 10 years of experience in administrative work, Michelle came to us with excellent customer service skills, problem solving techniques, and organizational ideas....

Read more

MaryBeth Stano

Client Relations Manager

(248) 457-3700

(586) 939-2995

As a Client Services Manager, MaryBeth strives to provide exceptional client support to prospective and existing clients. She is frequently the voice you hear when you call LPL Financial and plays an instrumental role in managing our...

Read more