Michigan Locations

Michigan - East Lansing

3444 E. Lake Lansing Road
East Lansing, MI 48823

Phone: 517-219-9808
Fax: 517-575-6925

Associates

Steve Belloli
Annette Wright
Kirk Sempsrott
Donald Headley
Randy Kelbert
Alex Rowe
Jack Miceli
CJ Freund

Office Coordinator

Melissa Kulka

Michigan - Rochester

Trinitas Planning Group

1235 North Main Street Suite 150
Rochester MI 48307

Office: 248-963-1154

Associates

Robert Frank
Matt Blackman
Anthony Bonner
Scott Lundberg
Robert Abraham
Chuck Snyder
Eric Frantz

Michigan - Rochester

Upstream Planning Group

1235 North Main Street Suite 120
Rochester MI 48307

Office: 248-963-1154

Associates

Robert Frank
Matt Blackman
Anthony Bonner
Scott Lundberg
Robert Abraham
Chuck Snyder
Eric Frantz
Ron Albers
Dave Rubenstein

Michigan - Portland

Perennial Financial
112 Kent St.
Portland, MI 48875

Office: 517-647-7157
Cell: 517-242-5574

Associate

Alex Moore

Michigan - Clinton Township

38800 Garfield Rd, ste 110
Clinton Township, MI 48038

Associates

Wade Masen
Shelby Masen
Adrian Paich

Michigan - Clinton Township

39999 Garfield
Clinton Township, MI 48038

Associate

Leonard Digiuseppe

Michigan - Grand Rapids

4036 Summit View Dr. Ne
Grand Rapids, MI 49525

Direct:  616-258-1170
Fax: 616-226-9632

Associate

Craig T Johnson
Dorothy Johnson

Michigan - Grand Rapids

4981 Cascade Rd SE
Grand Rapids MI 49546

Phone: 517-898-9656

Associate

Adam Fliehman

Michigan - Grand Rapids

250 Monroe NW Suite 400
Grand Rapids, MI 49503

Phone: 517-816-8769

Associate

Zack Armstrong

Michigan - Howell

205 West Grand River
Howell, MI 48843

Phone: 810-923-1645

Associate

Dave Paskievitch

Michigan - Kalamazoo

4000 S Sprinkle Road
Kalamazoo, MI 49001

Associates

Jeff Grant
Nicole Starbuck
Dennis Starbuck
DBA – Plan 4 Financial Design

Michigan - Livonia

39209 6 Mile Road Suite 155
Livonia, MI 48152

Phone: 734-928-2648

Associate

Andrew Mussen

Michigan - Livonia

20030 Milburn St
Livonia, MI 48152

Phone: 517-763-1932

Associate

Travis Smith

Michigan - Midland

203 Dartmouth Dr.
Midland, Mi 48640

Associates

Luke Russell 

Michigan - Okemos

2277 Science Pkwy ste 7
Okemos, MI 48864

Associates

Jeff Hansen
Dan Putman

Michigan - Rochester

1235 N. Main Street
Rochester Michigan 48307

Associates

Tom Vermeulen
TEVCO Financial
Website: https://tvermeulen.incomeforlifemodel.com/

Michigan - Rochester Hills

730 S Rochester Road
Rochester Hills Michigan 48094

Associates

Dennis Schafer
Mitchell Schafer

Michigan - Troy

200 E Big Beaver Rd
Troy, Michigan 48083

Associates

Alicia Schonberger, CFP®, CDFA®
Phone: 248-206-0905

Lyle Schonberger, APMA®
Phone: 248-264-3737

Website: www.upstreampwm.com/

Michigan - Troy

755 W Big Beaver - Suite 2020
Troy, Michigan 48084

Phone: 248-515-1990

Associate

Ron Iacobelli

Michigan - Traverse City

830 E. Front Street, ste 304
Traverse City, MI 48686

Phone: 877-334-6520
Fax: 231-421-8590

Associates

Matt Simon
Raja Asava

Website: https://www.upstreamtc.com

Michigan - Traverse City

830 E. Front Street, ste 300
Traverse City, MI 48686

Phone: 231-938-6200

Associates

Julio Vozza