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

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Shaunna M. Anderson​

CDFA®, Senior Vice President, Principal
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Michael J. Carlin

AIF®, President
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Andrea Donaldson

Vice President, Retirement Plans
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Drake A. Qualls

CFP®, Vice President
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Josh Berger

Financial Advisor

Client Associates

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Brett B. Carlin

Client Associate
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Cassie DiAntonio

Client Associate
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Jodi Sabin

Senior Client Associate

Outside Investment Council

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B.J. Grifhorst

Vice President, Taiber Kosmala & Associates, LLC
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Phillip J. Kosmala

Managing Partner, CFA, Taiber Kosmala & Associates, LLC
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Joseph D. Taiber

Managing Partner, CFA, Taiber Kosmala & Associates, LLC
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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.

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Or call us at 48X0-483-3489

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