Broker Check

Our Team

David Newbill CFP®, CPA


Financial Planner/Advisor



David has been working with individuals and businesses in the area for 22 years. He has extensive personal and professional experience. He holds the Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP® )...

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Eric Culpepper

Marketing Director/ Business Development Manager

(810)-471-4796 ext 1


Eric L Culpepper - has extensive experience in managing client portfolios. He contributes his personal success to being detailed, organized and customer centrist. He worked several years as a Major Account Executive with Xerox...

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Mary Ann Newbill

Office Manager /College Planning Consultant

(810) 239-8825

(810) 620-8123

Having extensive experience as both a college consultant and a life coach, Mary Ann Newbill is uniquely qualified to advise and support students and families through the college process. Credentials and Memberships: Licensed...

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  810-239-8825