Broker Check

2311 East Stadium Boulevard
Suite 202
Ann Arbor, MI 48104

(734) 330-2266



Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list. If you have further questions, please feel free to call Terri at 734-330-2257.


2018 Tax Reform Explained

January 9, 2019 7:00p - 8:30p Eastern Standard Time

Ann Arbor District Library - Westgate Branch

Tax Reform 2018 Explained - What the 2018 Tax Changes mean for you.


Introduction to Estate Planning

January 16, 2019 6:00p - 7:30p Eastern Standard Time

Washtenaw Community College

Introduction to Estate Planning

Event Registration

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