Broker Check

42714 Woodward Ave, Suite B, Bloomfield Hills, MI 48304

  • P. 248.334.9600
  • F. 248.334.9603

Team

Whether you already know all of your options and are ready to move ahead, or you would like to know a little more before you go any further we are here for you every step of the way. Our Wealth Management advisors work for you. We listen; we ask questions, we work to understand you, and your goals.

Please take a moment to let us introduce you to a few of our team members.

 
Owner and President, David Petoskey has been a practicing financial advisor for over 30 years for the nation's largest independent broker dealer*. The pilot CPA networking program David developed now serves as a template for the...

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Kathryn C. Petoskey

Chief Financial Officer

(248) 334-9600

Kathryn joined the Wealth Management team in 2003 when the firm was experiencing accelerated growth.

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Jennifer Merian

Director of Operations

248-334-9600

248-334-9603

Jennifer joined the WMS team in January 2017 to direct internal operations and client services. She has enjoyed 11 years‘ experience in the financial service industry....

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Maria's primary role is Team Leader for the firm. She is responsible for compliance and the management of the office. Maria has over 20 years experience in the industry many of which were spent dealing with client service.

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Julie works alongside David building and reviewing customized portfolios and financial plans with the aim to enhance the client’s experience. Her previous role was spent at a Registered Investment Advisory firm, where she honed her...

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Tim is a native of the Detroit, Michigan area. He is a graduate of The University of Michigan where he also pitched for the baseball team for three seasons. After a three year stint pitching in The St. Louis Cardinals organization, he...

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For more than three decades, I have worked with investors helping them plan for retirement and the income that they will need to enjoy their retirement years. In 2009, I joined LPL Financial’s Bloomfield Hills office, Wealth...

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Rachel manages the operations of the company from client portfolio reviews to facilitating the investment process. She is also responsible for daily client service, support, and account maintenance.

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Mr. Kaiser has over 20 years of experience consulting to retirement plan sponsors in the 401(k), 401(a), and 403(b) and Defined Benefit areas.

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Keele is responsible for maintaining effective relationships with all retirement clients and service providers. She works with current clients and prospects to provide administrative assistance with plan compliance, and also works on...

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Kathy joined WMS in June 2016. As Director of First Impressions Kathy’s primary role is covering the front desk and welcoming our clients. She brings years of prior experience to our organization in financial services,...

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