Team
Our Team
Your finances are a big deal and we know helping you manage them is an important job that takes careful and proactive planning. Some financial advisors are just interested in fees, but our goal is to help you gain a better understanding of your financial situation so we can work together to build a complete, custom plan for your long-term vision.
As your financial advocate, we leave no stone unturned when managing your finances and we are here for you in every way possible.
Michael Carlin
President
Advisors
Shaunna M. Anderson
Financial Advisor
Michael J. Carlin
AIF®, President
Louis J. Chabrier
CBP, CCP, Vice President
Operations
Lesley Deason
Operations Manager
Outside Investment Council
B.J. Grifhorst
Vice President, Taiber Kosmala & Associates, LLC
Phillip J. Kosmala
Managing Partner, CFA, Taiber Kosmala & Associates, LLC
Joseph D. Taiber
Managing Partner, CFA, Taiber Kosmala & Associates, LLC
Randal M. Wolf
Executive Vice President, Taiber Kosmala & Associates, LLC
Let's chat!
No matter what stage of financial planning you’re in, we can help. Send us your contact info and let’s start a conversation about your future.
Or call us at 480-483-3489
