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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


Our Team

Who We Are

Pat  Willis

Pat Willis

Founding Partner

(517) 784-5556

(517) 784-9690

Mike England

Mike England

Wealth Management Advisor

(517) 784-5556

(517) 784-9690

Kathryn Sellers

Kati Sellers

Client Relations and Operations Manager