Gold Partners


    Advance Capital Management
    One Towne Square

    Suite 444
    Southfield, MI 48076

    Key Contact:
    John Pelon, Institutional Business Director
    Tel:  248.350.8543


    Carrico Maldegen Insurance Agency
    41000 West Seven Mile Road
    Suite 140
    Northville, MI 48167

    Key Contact:
    Rich Carrico, CIC, President
    Tel:  248-773-7932

     

    DPL Financial Partners

    2001 Stanley Gault Parkway
    Suite C
    Louisville, KY 40223

    Key Contact:
    Sam Johnson
    Senior Consultant
    Tel:  502.398.6773

     

    DWS Asset Management

    222 South Riverside Plaza
    Chicagoa, IL 6066

    Key Contact:
    Brian Szitanko
    Regional VP Midwest Great Lakes
    Tel:  513.288.8832


    JP Morgan Asset Management
    270 Park Avenue, 23rd Floor
    New York, NY 10017
    Key Contacts:

    Tel:  248.709.1661

    Travis Hughes, CIMA
    Tel:  312.732.6593

    Orion Advisor Services
    17605 Wright Street
    Omaha, NE 68130

    Key Contact:
    Paul Wick
    VP of Business Development
    Tel:  312.985.0397


    PIMCO

    650 Newport Center Drive
    Newport Beach, CA 92660

    Key Contact:
    Jonathon J. Tupper, Senior Vice President
    Global Wealth Management
    Tel:  949.720.7851

     

    Small Business Association of Michigan (SBAM)
    120 North Washington Square
    Suite 1000
    Lansing, MI 48901-6158

    Key Contact:
    Sherry Bryan
    Director of Strategic Partnerships & Certification
    Tel: 800.362.5451