Broker Check

About Us

Paula C. Swain, CFP®

Financial Consultant

(734) 738-6300

(734) 237-3959

[email protected]

Paula Swain is a Retirement Specialist dedicated to helping her clients achieve a successful retirement. She specializes in retirement income strategies and distribution planning, which seeks to help her clients preserve their capital,...

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Client Services Team

Sally Cholewka

Sally Cholewka

Para Planner

Randy Malloy

Randy Malloy

Para Planner

Tod Phillips

Tod R. Phillips, CLU, ChFC

Chief Compliance Officer

Daniel Lone

Daniel Lone

Information Technology Systems Administrator