Contact Us

If you are serious about planning for your future, we want to meet with you. We ask that you provide us with some basic information so we can assess your needs and schedule a meeting. Please follow the link below to complete our survey.

Battle creek office

Jackson office

Kalamazoo office

Our E-mail Addresses

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Contact Our Specialists

Erik A Smith

Erik A Smith

President, CEO & Wealth Manager
Nick R Acri

Nick R Acri

Wealth Manager
Dylan Thomas

Dylan Thomas

Wealth Manager
Carrie Fuce

Carrie Fuce

Office Manager & Client Concierge

Our Address On Map

Jackson office

Jackson office