Team

William Ashwell, CFP®, ChFC®, CLU ®

Financial Consultant

(586) 939-2995

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...

Justin Dunn

Financial Consultant

(248) 457-3700

(586) 939-2995

Justin.Dunn@LPL.com

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...

Jonathan Stano, CFP®, AIF®

Financial Consultant

(248) 457-3700

(586) 939-2995

J.Stano@LPL.COM

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

Michelle Gatny

Client Relations Manager

(248) 457-3700

(586) 939-2995

Michelle.Gatny@lpl.com

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....