My Team
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
My Team
Eric Cassabon, CFP®, CLU®, ChFC®, CASL®
Financial Advisor
(810) 272-3390
Taylor Austin Klipp, CLU®, ChFC®
Wealth Management Advisor
(906) 629-6007
Kenneth R. Hummel CFP®, CLU®, ChFC®, CASL®
Financial Advisor
(810) 272-3390
My Staff
Louise A Alberts
Louise goes by her middle name, Anne. She started working at Northwestern Mutual in October 1972. Anne held many clerical and administrative positions over the years. She is life, accident & health insurance licensed. She also holds securities Series 63, 6, 7, 9, 10 and 26 licenses. Currently, Anne is our team's investment person. She helps to ensure that our clients' investments are up to date and personalized to fit each individual client's risk profile and income objectives. Anne’s hobbies are reading, scrapbooking and making cards. She enjoys watching “old” movies.
Lori B Angel
Lori joined our team in June 2019. She is a Ferris State University graduate with a B.S. in Business Administration. She has worked in the nonprofit sector for 20+ years. As our Workflow Manager, Lori handles our life and disability insurance, new business, and service processing. Lori has been happily married to her husband, Peter, for 25+ years and, they have 2 grown children. She actively volunteers in her community on the Board of Education for Dryden Community School's and with Project Appleseed. In her free time, she enjoys reading mysteries.
Stephanie R Regits
Stephanie joined our team in 2017. She graduated from Oakland University in 2008 with a Bachelor's degree in Political Science and a Paralegal Certification. She had previously worked as a paralegal for bankruptcy firms. Stephanie is our client relations person, handling the scheduling of client meetings and planning client appreciation events.