Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Dennis Starbuck, CFP®,CFS
President and Founder
269-552-4295
Dennis focuses on wealth management for retirees and pre-retirees nearing retirement. He is knowledgeable in helping clients invest for income in their portfolio with an overriding emphasis on risk management. He advises client on IRA...
Nikki Starbuck CPA, CFP®
Wealth Management Advisor
269-552-4295
Nikki is focused on guiding clients through the retirement planning phase of life and provide ongoing guidance well into retirement. She is committed to educating clients when it comes to financial responsibility and helping...
Jeff Grant
Senior Account Executive
269-552-4295
Jeff has been a retirement investment professional for over twenty years, focusing on helping families with retirement goal planning, income planning, social security and Medicare.Jeff researches and implements new programs and...
Daniel S. Stauffer III, PhD
Investment Executive
269-552-4295