Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Michael P. Kopko, CRPC
President
(810) 603-2125
As an independent advisor with LPL Financial, Michael is able to provide investment management, retirement planning, estate and tax planning, as well as social security analyses to individuals, families and businesses.
James Moshenko, CFP® CRPC
LPL Financial Advisor
As an independent financial advisor with LPL Financial, Jim has the opportunity to offer objective advice and effective solutions.
Emily Linton
Operations Manager
Natalie Butler
Assistant Marketing Director