Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Mario Lepore II, CRPS

First Vice President–Wealth Management

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • IN
  • MI
  • NC
  • NM
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • WI

Credentials

  • Senior Retirement Plan Consultant
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

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Heather Brown

Senior Client Associate

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

Email Me