Broker Check

Our Team

Rick Edwards

His personal mission is to improve his clients’ lives through careful management of their assets and developing long-term relationships. He believes in serving as a mentor and teacher to his clients; educating them about the...

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Michael Freeman

Michael Freeman, AIF®, has provided professional financial planning services for over 30 years. He founded the company in Hendricks County, and it has grown to include staff throughout...

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Sheila Stevenson

Sheila Stevenson, Office Manager, joined the staff following 17 years in the corporate legal environment. She considers surviving homeownership to be one of her major life accomplishments and is eager to help you reach your financial...

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Brandon Grammatico

Brandon Grammatico, AIF®, is a financial services representative in the Greater Grand Rapids, area. Brandon is a licensed life, health and annuity agent as well as a registered representative and an investment advisor...

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