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Accountants

AngelaDailey photo
Dailey, Angela CPA
Board Member
Plante Moran
1111 Michigan Avenue, Suite 100
East Lansing, 48823 MI
Phone: 517-336-7516
Fax: 517-233-7754
Email: angela.dailey@plantemoran.com
JenniferDanko photo
Danko, Jennifer CPA
Past President 2022-2023
Maner Costerisan
2425 E. Grand River Avenue, Suite 1
Lansing, MI 48912
Phone: 517-886-9560
Fax: 517-206-7157
Email: jdanko@manercpa.com
KatieHamilton photo
Hamilton, Katie CPA
Past President 2016 - 2017
Maner Costerisan
2425 E. Grand River Avenue, Suite 1
Lansing, MI 48912
Phone: 517-886-9599
Fax: 517-323-6346
Email: khamilton@manercpa.com
CarrieHindmon photo
Hindmon, Carrie L., CPA, CSEP
Andrews Hooper Pavlik PLC
4295 Okemos Road, Suite 200
Okemos, MI 48864
Phone: 517-706-0800
Fax: 517-706-0011
Email: carrie.hindmon@ahpplc.com
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Jackson, Josh CPA
Plante Moran
1111 Michigan Avenue, Suite 100
East Lansing, MI 48823
Phone: 517-336-1502
Fax:
Email: josh.jackson@plantemoran.com
DianaMitchell photo
Mitchell, Diana B., CPA
Board Member, Immediate Past President
Clark, Schaefer Hackett
3505 Coolidge Road, Suite 100
East Lansing, MI 48823
Phone: 517-332-4823
Fax: 517-351-5468
Email: dbmitchell@cshco.com
JaneOrewiler photo
Orewiler, Jane C., CPA, MST
Clark Schaefer Hackett
3505 Coolidge Road, Suite 100
East Lansing , MI 48823
Phone: 517-351-5508
Fax: 517-351-5468
Email: jcorewiler@cshco.com
Website: www.cshco.com
KelliParker photo
Parker, Kelli
Maner Costerisan
2425 E. Grand River Avenue, Suite 1
Lansing, MI 48912
Phone: 517-886-9605
Fax: 517-323-6346
Email: kparker@manercpa.com
KevinTodd photo
Todd, Kevin CPA
Maner Costerian
2425 E. Grand River Avenue, Suite 1
Lansing, MI 48912
Phone: 517-323-7500
Fax:
Email: ktodd@manercpa.com
JordanWright photo
Wright, Jordan CPA
Plante Moran
1111 Michigan Avenue, Suite 100
East Lansing, MI 48823
Phone: 517-336-7476
Fax: 517-332-8502
Email: jordan.wright@plantemoran.com

Associates

Laurie StraussBaumer photo
Baumer, Laurie Strauss
Capital Region Community Foundation
330 Marshall Street, Suite 300
Lansing, MI 48912
Phone: 517-281-9054
Fax:
Email: lbaumer@ourcommunity.org
MarcyKinzer photo
Kinzer, Marcy M.,
Capital Region Community Foundation
330 Marshall Street, Suite 300
Lansing, MI 48912
Phone: 517-290-8248
Fax:
Email: pff.marcy@gmail.com
HeidiPierce photo
Pierce, Heidi
Fraser, Trebilcock, Davis & Dunlap, PC
124 W Allegan St, Suite 1000
Lansing, MI 48933
Phone: 517-377-0801
Fax: 517-482-0887
Email: hpierce@fraserlawfirm.com
JoannSchofield photo
Schofield, Joann M.,
Fraser Trebilcock
124 W. Allegan Street, Suite 1000
Lansing, MI 48933
Phone: 517-377-0849
Fax: 517-482-0887
Email: jschofield@fraserlawfirm
WilliamSheridan photo
Sheridan, William L., AARE, CAI, ALC, GPPA
Sheridan Realty & Auction Co.
740 S. Cedar Street
Mason, MI 48854
Phone: 517-676-9800
Fax: 517-676-4440
Email: bill@sheridanauctionservice.com
LesaSmith photo
Smith, Lesa MPA, CFRE
Board Member
Burcham Hills
2700 Burcham Hills Drive
East Lansing, MI 48823
Phone: 517-827-2924
Fax: 517-351-1738
Email: LSmith@burchamhills.com

Attorneys

SallyBabbitt photo
Babbitt, Sally
Babbitt Legal Group, PC
6005 W. Saint Joseph Hwy, Suite 302
Lansing, MI 48917
Phone: 517-507-3306
Fax:
Email: sally@sallybabbittlaw.com
TorreeBreen photo
Breen, Torree J.,
Willingham & Cote, P.C.
333 Albert Avenue, Suite 500
East Lansing, MI 48823
Phone: (517) 324-1034
Fax:
Email: tbreen@willinghamcote.com
RosemaryBuhl photo
Buhl, Rosemary H.,
Past President 2007 - 2008
Buhl, Little, Lynwood & Harris, PLC
271 Woodland Pass, Suite 115
East Lansing, MI 48823
Phone: 517-853-6900
Fax: 517-853-6902
Email: rbuhl@bllhlaw.com
DouglasChalgian photo
Chalgian, Douglas G., CELA
Chalgian & Tripp Law Offices, PLLC
1019 Trowbridge Road
East Lansing, MI 48823
Phone: 517-332-3800
Fax: 517-332-4600
Email: chalgian@mielderlaw.com
SusanChalgian photo
Chalgian, Susan L.,
Chalgian & Tripp Law Offices, PLLC
1019 Trowbridge Road
East Lansing, MI 48823
Phone: 517-332-3800
Fax: 517-332-4600
Email: schalgian@mielderlaw.com
CarrieFreeman photo
Freeman, Carrie S.,
Past President 2019-2020
Grua, Freeman, Tupper, & Young, PLC
2401 E. Grand River Avenue
Lansing, Michigan 48912
Phone: 517-487-8300
Fax: 517-487-8306
Email: carrie@wedolawinlansing.com
AnnaGibson photo
Gibson, Anna K.,
Foster, Swift, Collins & Smith, PC
313 S. Washington Square
Lansing, MI 48933
Phone: 517-371-8100
Fax: 517-371-8200
Email: agibson@fosterswift.com
RaymondHarris photo
Harris, Raymond A.,
Past President 2017 - 2018
Buhl, Little, Lynwood & Harris, PLC
271 Woodland Pass, Suite 115
East Lansing, MI 48823
Phone: 517-853-6900
Fax: 517-853-6902
Email: rharris@bllhlaw.com
DanielHilker photo
Hilker, Daniel S.,
Chalgian & Tripp Law Offices, PLLC
1019 Trowbridge Road
East Lansing, MI 48823
Phone: 517-332-3800
Fax: 517-332-4600
Email: hilker@mielderlaw.com
Katrina Hofstetter photo
Hofstetter, Katrina
Cornerstone Legal PLLC
P.O. Box 9
Diamondale, MI 48821
Phone: 517-708-2222
Fax:
Email: katrina@cornerstonelegalpllc.com
AshleyKagey photo
Kagey, Ashley
Secretary
Buhl, Little, Lynwood & Harris
271 Woodland Pass, Suite 115
East Lansing, MI 48823
Phone: 517-853-6900
Fax:
Email: akagey@bllhlaw.com
MarkKellogg photo
Kellogg, Mark E., CPA
Fraser Trebilcock Davis & Dunlap, PC
124 W. Allegan Street, Suite 1000
Lansing, MI 48933
Phone: 517-377-0890
Fax: 517-482-0887
Email: mkellogg@fraserlawfirm.com
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Krueger III, Warren H.,
Foster, Swift, Collins & Smith, PC
313 S. Washington Square
Lansing , MI 48933
Phone: 517-371-8100
Fax: 517-367-8200
Email: wkrueger@fosterswift.com
MichelleLane photo
Lane, Michelle A.,
Chalgian & Tripp Law Offices, PLLC
1019 Trowbridge Road
East Lansing, MI 48823
Phone: 517-332-3800
Fax: 517-332-4600
Email: lane@mielderlaw.com
GabrielleLawrence photo
Lawrence, Gabrielle
Foster Swift Collins & Smith PC
313 South Washington Square
Lansing, MI 48933
Phone: 517-371-8283
Fax:
Email: glawrence@fosterswift.com
RichardLowe photo
Lowe, Richard C.,
Lowe Law Firm, PC
2375 Woodlake Park Drive, Suite 380
Okemos, MI 48864
Phone: 517-908-0909
Fax: 517-908-0901
Email: dlowe@lowelaw.net
KatieLynwood photo
Lynwood, Katie
Past President 2012 - 2013
Buhl, Little, Lynwood & Harris, PLC
271 Woodland Pass, Suite 115
East Lansing, MI 48823
Phone: 517-853-6900
Fax: 517-853-6902
Email: klynwood@bllhlaw.com
DouglasMielock photo
Mielock, Douglas A.,
Foster, Swift, Collins & Smith, PC
313 S. Washington Square
Lansing, MI 48933
Phone: 517-371-8100
Fax: 517-371-8200
Email: dmielock@fosterswift.com
Andrew Moore photo
Moore, Andrew
Fraser, Trebilcock, Davis & Dunlap, PC
124 W Allegan St, Suite 1000
Lansing, MI 48933
Phone: 517-377-0830
Fax: 517-482-0887
Email: amoore@fraserlawfirm.com
AlainaNelson photo
Nelson, Alaina
Foster, Swift, Collins & Smith, PC
313 S. Washington Square
Lansing, MI 48933
Phone: 517-371-8100
Fax:
Email: anelson@fosterswift.com

Photo Coming Soon!

Nestor, Emily
Crenshaw, Peterson & Associates
2157 Commons Parkway
Okemos, MI 48864
Phone: 517-347-2100
Fax: 517-347-2152
Email: Emily@crenshawpeterson.com
SteveNeugent photo
Neugent, Steve
,
Phone:
Fax:
Email: stvneug@gmail.com
Website:
LouisNigg photo
Nigg, Louis K.,
Louis K. Nigg, PLC
3511 Coolidge Road, Suite 200
East Lansing, MI 48823
Phone: 517-371-9823
Fax: 517-371-9830
Email: lou@lknlaw.com
TaraPeterson photo
Peterson, Tara J.,
Past President 2018 - 2019
Crenshaw, Peterson & Associates, PC
2157 Commons Parkway
Okemos, MI 48864
Phone: 517-347-2100
Fax: 517-347-2152
Email: crenshawpeterson@gmail.com
MollyPetitjean photo
Petitjean, Molly
Vice President
Buhl, Little, Lynwood & Harris, PLC
271 Woodland Pass, Suite 115
East Lansing, MI 48823
Phone: 517-853-6900
Fax: 517-853-6902
Email: mpetitjean@bllhlaw.com
ChristineSavage photo
Savage, Christine M.,
Past President 2004 - 2005
Lowe Law Firm, PC
2375 Woodlake Drive, Suite 380
Okemos, MI 48864
Phone: 517-908-0902
Fax: 517-908-0901
Email: csavage@lowelaw.net
AaronShuman photo
Shuman, Aaron
Buhl, Little, Lynwood & Harris, PLC
271 Woodland Pass, Suite 115
East Lansing, MI 48823
Phone: 517-853-6900
Fax: 517-852-6902
Email: ashuman@bllhlaw.com
Elizabeth Siefker photo
Siefker, Elizabeth
Fraser, Trebilcock, Davis & Dunlap, PC
124 W Allegan St, Suite 1000
Lansing, MI 48933
Phone: 517-377-0801
Fax: 517-482-0887
Email: esiefker@fraserlawfirm.com
PamelaSisson photo
Sisson, Pamela J.,
PO Box 1277
Okemos, MI 48805
Phone: 517-381-7000
Fax: 517-318-9006
Email: sissonlawyer@gmail.com
DavidWilliams photo
Williams, David
Bossenbrook Williams, PC
1600 Abbot Road, Suite 200
East Lansing, MI 48823
Phone: 517-333-5789
Fax: 517-999-5789
Email: david@bossenbrook.com

Financial Advisors

BenjaminBakken photo
Bakken, Benjamin A., CFP
Tri-Star Trust Bank
3511 Coolidge Road, Suite 300
East Lansing, MI 48823
Phone: 517-827-0045
Fax: 517-827-0048
Email: ben.bakken@tristartrust.com
BruceCaltrider photo
Caltrider, Bruce A., CRPC®
Wells Fargo Advisors
4660 S. Hagadorn Road, Suite 300
East Lansing, MI 48823
Phone: 517-351-6084
Fax: 517-351-2671
Email: bruce.caltrider@wfadvisors.com
Website:
MichaelCantor photo
Cantor, Michael J., QPFC, AIF®
Past President 2021-2022
Financial Technology, Inc.
333 Albert Avenue, Suite 400
East Lansing, MI 48823
Phone: 517-351-8600 ex. 110
Fax: 517-853-1046
Email: cantor@financialtec.com
RyanCarter photo
Carter, Ryan
Board Member
Stifel Nicolaus
3590 Okemos Road
Okemos, MI 48864
Phone: 517-333-3576
Fax:
Email: carterr@stifel.com
AinsleyEllison photo
Ellison, Ainsley CFP®
Plante Moran Wealth Management
1111 Michigan Avenue, Suite 100
East Lansing, MI 48823
Phone: 517-336-7511
Fax: 248-233-9030
Email: ainsley.ellison@plantemoran.com
KileyEory photo
Eory, Kiley CFP®, CHFC, EA
Waggoner Financial
2400 Lake Lansing Road, Suite C
Lansing, MI 48912
Phone: 517-853-3367
Fax:
Email: kiley.eory@waggoner-financial.com
LawrenceEpple photo
Epple, Lawrence L., CFP
Past President 1998 - 1999
Family Life Financial Services of Michigan, Inc.
4121 Okemos Road, Suite 12
Okemos, MI 48864
Phone: 517-381-3440
Fax: 517-381-3442
Email: lepple@myflfs.com
RichardFeight photo
Feight, Richard CFP®, EA
IAM Financial, LLC
333 Albert Avenue, Suite 612
East Lansing, MI 48823
Phone: 888-283-1392
Fax: 888-283-1392
Email: rich@iam-financial.com
KristenFillmore photo
Fillmore, Kristen CFP®
Plante Moran Financial Advisors
1111 E. Michigan Avenue, Suite 100
East Lansing, MI 48823
Phone: 517-336-7509
Fax: 248-233-7444
Email: kristen.fillmore@plantemoran.com
SaraFrank-Hepfer photo
Frank-Hepfer, Sara CFP®, AAMS®
Financial Technology, Inc.
333 Albert Avenue, Suite 400
East Lansing, MI 48823
Phone: 517-351-8600 x120
Fax: 517-853-1044
Email: frank@financialtec.com
GregFriddell photo
Friddell, Greg AWMA
Merrill Lynch
2501 Coolidge Rd Suite 500
East Lansing, MI 48823
Phone: (517) 324-4614
Fax:
Email: gregory.d.friddell@ml.com
Website: www.ml.com
JohnGingas photo
Gingas, John QPA, AIF
Financial Technology, Inc
333 Albert Avenue, Suite 400 (In Business Tower of E.L. Marriott Hotel)
East Lansing, MI 48823
Phone: 517-351-8600
Fax: 517-853-1040
Email: gingas@financialtec.com
StevenGuipe photo
Guipe, Steven
Maner Wealth
2425 E. Grand River Avenue, Suite 1
Lansing, MI 48912
Phone: 517-886-9601
Fax:
Email: sguipe@manerwealth.com
TravisHarris photo
Harris, Travis
PNC Private Bank
120 N Washington Square Suite 500
Lansing, MI 48933
Phone: (517) 303-1623
Fax:
Email: travis.harris@pnc.com
Website:
SuziHenningson photo
Henningson, Suzi AAMS
Edward Jones Investments
12800 Escanaba Drive, Suite B
DeWitt, MI 48820
Phone: 517-668-6323
Fax: 833-337-5237
Email: Suzi.Henningson@edwardjones.com
Website:

Photo Coming Soon!

Henningson, Suzanne
Edward Jones Investments
12800 Escanaba Drive, Suite B
DeWitt, MI 48820
Phone: 517-668-6323
Fax: 833-337-5237
Email: Suzi.henningson@edwardjones.com
RichardHerrold photo
Herrold, Richard C., CFP, CLU, ChFC, RICIP,AIF, MSFS
Past President 1993 - 1994
Financial Technology, Inc.
333 Albert Avenue, Suite 400
East Lansing, MI 48823
Phone: 517-351-8600
Fax: 517-853-1099
Email: herrold@financialtec.com
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Horstman, Nicholas CFP®
Edward Jones
304 W. Grand River Avenue, Suite 102
Williamston, MI 48895
Phone: 517-655-2427
Fax: 866-720-9068
Email: Nicholas.Horstman@edwardjones.com

Photo Coming Soon!

Kahl, Doug
Wells Fargo Advisors
4660 S. Hagadorn Road, Suite 300
East Lansing, MI 48823
Phone: 517-351-6084
Fax:
Email: doug.kahl@wfa.com
Website: www.wfa.com
OliviaMartin photo
Martin, Olivia CRPC
Vice President
Wells Fargo Advisors
4660 S. Hagadorn Road, Suite 300
East Lansing, MI 48823
Phone: 517-351-6084
Fax: 517-351-2671
Email: olivia.martin@wfadvisors.com
Website: www.wfa.com
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Matlock, Conner
Plante Moran
1111 Michigan Avenue, Suite 100
East Lansing, MI 48823
Phone: 517-336-7495
Fax:
Email: connor.matlock@plantemoran.com
MarcMerritt photo
Merritt, Marc CFP®, CRPC, CPFA
Merril Lynch
2501 Coolidge Road, Suite 500
East Lansing, MI 48823
Phone: 517-324-4639
Fax: 866-720-9068
Email: marc_merritt@ml.com
Website: www.ml.com
JackMiceli photo
Miceli, Jack M.., CRPC
Edward Jones
The Woodlands 2390 Woodlake Dr., Suite 340
Okemos, Michigan 48864
Phone: (517) 694-4954
Fax: (877) 347-2522
Email: jack.miceli@edwardjones.com
Website:
NickNauta photo
Nauta, Nick CFP, CLU
Treasurer
Shotwell Rutter Baer, Inc.
6350 W. Michigan Avenue, Suite 200
Lansing, MI 48917
Phone: 517-321-4832
Fax: 517-321-9116
Email: nnauta@srbadvisors.com
MichaelNordmann photo
Nordmann, Michael C., CFP®
Maner Wealth
2425 E. Grand River Avenue, Suite 1
Lansing, MI 48912
Phone: 517-323-7500
Fax:
Email: MNordmann@manerwealth.com
DrewPence photo
Pence, Drew
Merrill Lynch
2501 Coolidge Road, Suite 500
East Lansing, MI 48823
Phone: 517-324-4647
Fax:
Email: andrew.pence@ml.com
Website: www.ml.com
JohnPence photo
Pence, John
Merrill Lynch
2501 Coolidge Road, Suite 500
East Lansing, MI 48823
Phone: 517-324-4646
Fax:
Email: john.pence@ml.com
Website: www.ml.com
NathanPesch photo
Pesch, Nathan CFP
Aspire Wealth Advisory
5659 N Kraft Lake Dr
Caledonia, MI 49316
Phone: (616) 512-0215
Fax:
Email: nathan@aspirewealthadvisory.com
AshleySajor photo
Sajor, Ashley
Shotwell Rutter Baer
6350 W. Michigan Avenue, Suite 200
East Lansing, MI 48823
Phone: 517-321-4832
Fax: 517-321-9116
Email: asajor@srbadvisors.com
BrianShepard photo
Shepard, Brian
Financial Technology, Inc.
333 Albert Avenue, Suite 400
East Lansing, MI 48823
Phone: 517-351-8600
Fax: 517-853-1067
Email: shepard@financialtec.com
JonSolitro photo
Solitro, Jon MA, CFP, CFEI
Founder & CEO, FinancialMD
Lansing, MI
Phone: 517-346-9790
Fax:
Email: jsolitro@financialmd.com
DannyTaylor photo
Taylor, Danny
Plante Moran
1111 Michigan Avenue, Suite 100
East Lansing, MI 48823
Phone: 517-336-7490
Fax:
Email: danny.taylor@plantemoran.com
NateWhitson photo
Whitson, Nate
Maner Wealth
2425 E. Grand River Avenue, Suite 1
Lansing, MI 48912
Phone: 517-886-9562
Fax:
Email: nwhitson@manerwealth.com
MylesWiley photo
Wiley, Myles
Plante Moran
1111 Michigan Avenue, Suite 100
East Lansing, MI 48823
Phone: 517-336-7551
Fax: 517-332-8502
Email: myles.wiley@plantemoran.com

Financial Advisorss

MichelleBush photo
Bush, Michelle
Edward Jones
1995 Cedar Street, Suite 5
Holt, MI 48842
Phone: 517-694-3262
Fax:
Email: michelle.bush@edwardjones.com
LoriFell photo
Fell, Lori
Edward Jones
3456 E. Lake Lansing Road
East Lansing, MI 48823
Phone: 517-393-5575
Fax:
Email: Lori.Fell@edwardjones.com

Insurance Agents

HeatherKim photo
Kim, Heather
Rathbun Insurance
529 W. Saginaw Street
Lansing, MI 48933
Phone: 517-482-1316
Fax:
Email: heather@rathbunagency.com

Photo Coming Soon!

Merten, John
Merten Agency Inc.
935 E. Grand River Avenue
East Lansing, MI 48823
Phone: 517-351-2400
Fax: 517-351-8180
Email: jwmerten@hotmail.com
Website:

Trust Officers

WilliamChristensen photo
Christensen, William A., FPQP®, CISP, CTFA
Board Member
Tri-Star Trust Bank
3511 Coolidge Road, Suite 300
East Lansing, MI 48823
Phone: 517-827-0045
Fax: 517-827-0048
Email: bill.christensen@tristartrust.com
LeeReimann photo
Reimann, Lee JD, CPA
Past President 1999 - 2000
Tri-Star Trust Bank
3511 Coolidge Rd, Suite 200
East Lansing, MI 48823
Phone: 517-827-0045
Fax:
Email: lee.reimann@tristartrust.com
MarkVostrizansky photo
Vostrizansky, Mark S., CIMA®
Huntington Private Bank
1331 E. Grand River Avenue, Suite 230
East Lansing, MI 48823
Phone: 517-337-4118
Fax: 517-337-4131
Email: mark.vostrizansky@huntington.com