Co-Founder Alan brings over 25 years of experience helping clients navigate the financial markets. Alan’s interest in the stock market dates back to his childhood. At a young age, he spent many mornings at the kitchen table with his grandfather helping him look up stock prices in the newspaper. These cherished times created a passion in Alan that ultimately paved the way for his career path. His grandfather also taught him a lesson that Alan still holds dear… “He taught me that making money was good, but also it is only a means to an end. We must do good things with money to make this a better world.” Alan is active in the local community and serves on the Board of Directors for the Michigan Israel Business Bridge, the Jewish Federation of Greater Ann Arbor and the Jewish Community Foundation.

Co-Founder David started his career in wealth management in 2001 helping families tackle complex financial situations through the use of sophisticated planning and investment management. David’s interest in the financial markets stems from a very early age. He learned from a young age that “doing your homework” can yield excellent results. “I learned early on that a four step process — analyze, plan, execute, critique — is essential to wealth management. We must be proficient in all four steps to be able to deliver comprehensive solutions to our clients.” David is an active supporter of the local arts community as well as a supporter of various animal rights causes.

Co-Founder Michael brings over two decades of experience to his role overseeing financial planning and portfolio management operations. He coordinates the evaluation, development, and execution of customized client solutions. Michael is also responsible for the market research and analytics that contribute to the tactical management of investment strategies. When Michael was first introduced to the doctrines of finance, he had found the path on which to take his career. “Economics affects every person and business. A strong grasp of economics provides a valuable foundation of understanding how much of the world works.” Michael harnessed this perspective into financial services where he could help families plan for and achieve their financial goals.