Don has been serving individuals and families as a financial advisor since 1985. As a founding partner of Premier Estate Planners, he has positioned the firm to coordinate their wealth management services with a network of financial, tax, and legal professionals. This comprehensive one-stop-shop approach assures service that delivers financial independence during uncertain times.
Don’s enthusiasm for continuing education helps him keep the company abreast of changing tax and legislative issues that relate to estate, financial and tax planning.
Don is a Registered Financial Consultant (RFC) and was also accepted into the National Council of Certified Estate Planners (CEP) after completing their national program.
Advisory services offered through Secure Asset Management, LLC. a Registered Investment Advisor. Premier Estate Planners, LLC is a registered investment advisor, independent of Secure Asset Management
As a financial advisor for over thirty years, Tom has educated numerous retirees and those nearing retirement, towards financial stability and independence. Tom works with his clients to accumulate and preserve wealth by developing and implementing complex financial and estate plans, investment management, advisory services, and long-term care planning.
Tom completed a rigorous certification program through the National Institute of Certified Estate Planners (CEP) and has been a member of the organization since 2002. The Certified Estate Planner™ designation is nationally recognized as the standard for estate planning excellence.
Recently, Tom has achieved his National Social Security Advisors certificate to help retirees select the best time to access Social Security benefits.
Premier Estate Planners, LLC is a Registered Investment Advisory firm in Michigan specializing in bringing value to clients through a comprehensive wealth management process.
Advisory services offered through Secure Asset Management, LLC. a Registered Investment Advisor. Premier Estate Planners, LLC is a registered investment advisor, independent of Secure Asset Management
Krissy has been in the wealth management industry for over fifteen years. She previously worked for Premier Estate Planners from 2005-2015 as the client service representative. As the director of operations, she is now responsible for overseeing many of the business’s daily activities and working closely with the advisors to meet company objectives. She is currently working on taking Premier Estate Planners into the digital age to better serve our clients during an ever-changing world. Krissy holds a bachelor’s degree in Business Administration from Baker College.
Marissa has been with Premier Estate Planners for over six years. As the client service representative, she manages client relationships, provides customer support and is the first point of contact for the office. Marissa holds a degree in Communication and Public Relations from Oakland University. For any service requests please contact Marissa.
