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
EDWARDSBURG TEAM MEMBERS
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