Meet the professionals who can help you Pursue Your Goals

We guide individuals and families toward their ideal retirements.

Meet the Team

Our mission is to enrich the lives of our clients by providing integrated financial services. We seek to anticipate your needs and deliver excellence through communication, prompt service, continuous learning and innovations.


Alex Lebron, CFP® Financial Adviser

Alex Lebron takes a practical, caring approach in helping others develop comprehensive financial plans for their futures. Growing up with humble beginnings, Alex knows the importance of protecting hard-earned money for the days ahead. He sees it as his mission to help others feel confident in their finances.

With more than 25 years of experience, Alex uses his platform to give back and help inform others in the community on important financial matters. He has designed and delivered programs on topics such as basic financial planning, 401(k) investing, pre-retirement planning and how to make informed retirement decisions.

Alex holds the prestigious CERTIFIED FINANCIAL PLANNER™ designation and has passed his Series 7, 24, 52, 63 and 66 securities exams as well as life, health and variable annuity insurance licenses. He earned his bachelor’s degree in finance from Michigan State University.

Alex lives in Brighton with his wife, Jennifer, and children, Justin, Evan, Alexis and Austin. Alex enjoys boating with his family and cheering his children on in various sports. A man of deep faith, he actively serves youth groups through the Awana children’s ministry and Children’s Sport Camps at his church. He’s also a 26-year season ticket holder for Michigan State football and basketball.

Rosemary Robinson

Adviser Assistant – Product Specialist

Timothy Bausack

Adviser Assistant

Ready to take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 810.695.1882.