Team
William Ashwell, CFP®, ChFC®, CLU ®
Financial Consultant
(586) 939-2995
Justin Dunn, CRC®
Financial Consultant
(586) 939-2995
Justin is married with two sons. As an avid hockey enthusiast, Justin enjoys coaching his son’s hockey team or playing. Justin is a Financial Consultant with the Certified Retirement Counselor® designation. With over 20 years in the...
Jonathan Stano, CFP®, AIF®
Financial Consultant
(586) 939-2995
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
(586) 939-2995
Michelle joined our staff as a Client Relations Manager in 2016. With previous experience in administrative work, Michelle came to us with excellent customer service skills, problem solving techniques, and organizational ideas...
Allison Lutz
Client Relations Manager
(586) 939-2995
Allison joined our team as a Client Relations Manager in 2021. She is the primary voice you will hear when calling LPL Financial. With a extensive history in customer service,
Emmie Ashwell, CFP®, AAMS®
Financial Advisor
586-939-2995
Emmie Ashwell is a Financial Advisor who works with individuals and families to define and prioritize life goals to customize financial plans. She is a graduate of Michigan State University's Eli Broad College of Business with a...