Gold Partners


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

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

     

    CION Investments
    3 Park Avenue
    36th Floor
    New York, NY 10016

    Key Contact:
    Lucas Kraft, CFP®
    Regional Vice President - Midwest
    Tel:  917.842.5946


    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


    Longbridge Financial, LLC
    400 N. Sam Houston Parkway E
    Suite 302
    Houston, TX 77060

    Key Contact:
    Allen B. Chao
    Account Executive - Advisor Channel
    Tel:  281.272.6298


    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

     

    Vanguard
    400 Devon Park Drive
    Wayne, PA 19087

    Key Contact:
    Christopher Cavanagh
    Sales Executive
    Tel:  614.915.6540