overview

Whether you already know all of your options and are ready to move ahead, or you’d like to know a little more before you go any further: We’re 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. Because they are just that: Your goals.

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

David J. Petoskey, RFC
President/Registered Principal		 Kathryn C. Petoskey
Chief Financial Officer
Kelly L. Higgins, CFP®, CPA
Wealth Advisor		 Jennifer L. Herman
Director of Financial Planning
Maria Galbraith
Team Leader		 Brian Guillery
Wealth Advisor
Elizabeth Masters
Operations Manager		 Donald C. Nolta
Risk Management Consultant
Carmella Baldino, RP
Database Manager		    
 


42714 Woodward Ave., Suite B  |   Bloomfield Hills, MI 48304  |   Phone: (248) 334-9600   |   Fax: (248) 334-9603  |   david.petoskey@lpl.com

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