300 Park Street Suite 370
Meet our local team of professionals who know your market – and office in your building, city or region – and serve as first responders in the areas of:
Our local professionals are lead by our in-market complex manager who provides guidance through the arc of your practice’s life, from exploration to transition to daily operations to succession.
Michigan-Wisconsin Support Staff
Branch Administrative Assistant
Executive Director Advisor Acquisition
Complex Administrative Assistant
Executive Director Advisor Aquisition