Edwardsburg Office

EDWARDSBURG OFFICE

Phone: 269-699-4101

69950 M-62
Edwardsburg, MI 49112

Hours: 
Mon - Thur: 9 a.m. - 6 p.m.
Fri: 9 a.m. - 5 p.m.
Sat: 9 a.m. - 12 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

Jay Ulbricht
Tax Advisor, EXT 204

Jason Matthews, CSCP
Compliance & Implementation Manager, EXT 118

Allegrita (Lai) Ashenfelter
Implementation Specialist, EXT 154

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

Lisa Smothermon
QuickBooks ProAdvisor, EXT 127

Judie Ruffner
Staff Accountant, EXT 135

Rachelle Hillebrand
Staff Accountant, EXT 149

Nicholas Wilmot
Staff Accountant, EXT 113

Jenny Nich
Payroll Processor, EXT 114