Other - Traverse City, MI, US
Vice President of Investments and Financial Planning
Senior Vice President | Director Retirement Plan Investment & Consulting Group
Welcome to the Old Mission group of companies - Old Mission Investment Company and Old Mission Trust Company. Our sole mission was to create something unique - a wealth management atmosphere that stands the test of time and provides clients and their families with conflict-free objectivity. Whether you are a young investor that needs some help, a couple looking to properly fund their retirement, or a grandparent looking to consolidate their assets into a wealth plan or trust, we can certainly help. We provide you with experienced professionals that are genuinely interested in working with you and your family, and not just your money.As both a trust company and an investment firm, we provide the expertise needed to ensure that your wealth continues to fulfill your vision.
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