Meet The Team

The Capital Management Group

Cindy Stewart

Cindy Stewart

Client Relationship Manager

Joseph Starkey

Joseph G. Starkey, AIF®

Team Leader, Investment Advisor Representative of LPL Financial, Partner

Lisa Batchelder

Lisa Batchelder

Business Support Specialist

Michael Hadt

Michael R. Hadt AIF®

Team Leader, Investment Advisor Representative of LPL Financial, Partner

The Principal Management Group

The Wealth Management Group

Jason Urbaniak

Jason Urbaniak, AIF®

Partner, Wealth Advisor

Mario Ruiz

Mario A. Ruiz

Partner, Wealth Advisor

Stephen Kavois

Stephen P. Kavois, CFP®

Partner, Wealth Advisor

Aimee Cooper

Aimee Cooper

Client Support Specialist

The Asset Management Group

Adam Sipes

Adam K. Sipes

Investment Advisor Representative of LPL Financial

Independent Associates

Shane Crist

Shane Crist

Independent Associate

(888)329-1449

513-233-3301

South Haven Team

Delani  Weber

Delani Weber

Office Manager, South Haven

269-637-0222

269-637-2413

Mike  Marshall

Mike Marshall

Wealth Advisor

Stephen Kavois

Stephen P. Kavois, CFP®

Partner, Wealth Advisor

Jason Urbaniak

Jason Urbaniak, AIF®

Partner, Wealth Advisor

Mario Ruiz

Mario A. Ruiz

Partner, Wealth Advisor

Managers

Crystal DeHaven

Crystal DeHaven

Director of Client Experience

Diana Remboski

Diana Remboski

Operations Manager