Edwardsburg Office

EDWARDSBURG OFFICE

Phone: 269-699-4101

69950 M-62
Edwardsburg, MI 49112

Hours: 
Mon - Fri: 9 a.m. - 5 p.m.
Or by Appointment

Joshua Gregory, CFP®, ChFC, CKA
Certified Financial Planner/Owner

Matt Hoke, CFP®, ChFC
Certified Financial Planner

Ben deBock, CFP®
Certified Financial Planner

Scott Anson, CPA
Tax Advisor

Allegrita (Lai) Ashenfelter
Implementation Specialist, EXT 154

Diana Dimian
Implementation Coordinator, EXT 176

Michael Fritschi
Implementation Coordinator, EXT 188

Kevin Cockburn
Implementation Coordinator, EXT 108

Abigail Mehall
Client Service Coordinator, EXT 147

Corey Johnson, CRPS®
Retirement Plans Advisor, EXT 137

Kim Polsgrove
Retirement Plans Administrator, EXT 130

Amye Decker
Executive Assistant, EXT 106

Rachelle Hillebrand
Staff Accountant, EXT 149

Robin Curtis
Staff Accountant, EXT 213

Laura Sackett
Staff Accountant, EXT 139

Erin Brabson-Walker
Payroll Processor, EXT 164