ABOUT US Our Team Who We Are Pat Willis Founding Partner (517) 784-5556 (517) 784-9690 [email protected] Dan Machnik, CFP® Managing Partner (517) 784-5556 (517) 784-9690 [email protected] Mike England Wealth Management Advisor (517) 784-5556 (517) 784-9690 [email protected] Tom Masters Advisor (517) 784-5556 (517) 784-9690 [email protected] Elizabeth (Beth) James Office Manager (517) 784-5556 (517) 784-9690 [email protected]
