Meet Our Team

When you partner with our advisors, you’ll gain confidence in your financial situation, because you have a true financial partner at your side. Having that trust, expertise and shared goals makes all the difference in getting you on the right path to pursue your financial goals. 

Photo of Rick Morse

Rick Morse

Financial Consultant
269.792.0362  |
Photo of Scott Kubiak

Scott Kubiak

Officer, Financial Consultant, CRPC
269.792.0362  | 

Real Solutions for Real Life

A woman works at her computer in a cafe.

Preparing for initial meeting

Gather financial statements and start a list of your current and future financial goals.
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Education and tools

A few simple resources, like market information and calculators, can make managing your money so much easier.

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Financial Planning

You have questions about your finances. Our trusted team has answers, and we sincerely want to guide you forward.