Experience

Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Brett Bergmoser

First Vice President–Wealth Management

Brett received his BS degree with a concentration in Economics from the University of Michigan and a MS in Finance from Walsh College. He also is a CERTIFIED FINANCIAL PLANNER™ certificant. Brett began his career at PaineWebber in 1998 and holds his Series 7, 63, and 65 securities license and in addition holds insurance licenses for life, long term care, variable annuity and variable life. He believes education is very important and takes a long term outlook on the market and utilizes a distinct asset allocation that first weighs risk, instead of return.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • MI
  • MO
  • NC
  • NM
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX

Education

  • University of Michigan, B.S.
  • Walsh College, M.S. in Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

Email Me

Janice Mizzi

Vice President–Wealth Management

Senior Wealth Strategy Associate

Through the years, Janice has remained committed to the belief that personal and professional growth is an ongoing process. By focusing on maintaining a sense of purpose, passion and enthusiasm, Janice has remained both energized and motivated. Her commitment to the ever-changing financial environment, as well as her pursuit of ongoing training and education has helped her gain a diverse knowledge of the financial security industry. Janice has a BBA from Davenport University, Series 7, 63 and 66 licenses' and actively maintains her licensing for life and variable insurance.

Registered States:
  • AZ
  • CT
  • FL
  • MI
  • NC
  • PA

Education

  • Davenport University, BBA
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

Email Me