PROFESSIONAL PROFILE

Robert W. Smith, CFM, WMA
First Vice President - Investments
BS in Finance from Michigan State University
MBA in Finance from Michigan State University

Craig J. Stiles, CFM, WMA
Senior Financial Advisor
BS in Engineering from Arizona State University
MBA in Finance from Western Michigan University

Amy M. Wightman
Senior Associate
BS from Davenport University

Danielle K. Teague
Senior Associate

COMMUNITY INVOLVEMENT
We are active participants in the local community, serving in leadership positions with organizations such as the Lansing Rotary, Chamber of Commerce, St. Vincent Catholic Charities and several others.

MISSION STATEMENT
With over 30 years of experience, our investment philosophy utilizes a team approach to financial advising. We combine experience, education and energy to offer each client a consultative approach to investing and wealth management. As partners in your financial future, we are committed to leveraging the worldwide resources and capabilities of Merrill Lynch to provide the best quality of service available on a personal level.