Brian Hanigan

Advisor at Edward Jones

Credentials

Series 63, Series 66

Edward Jones logo

Firm

Edward Jones

Location

Lake Orion, MI 48362-4011

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2018 - Present (8 years)

Prudential Investment Management Services LLC

2008 - 2018 (10 years)

John B

CFP®, CPA

Oakland Twp, MI

J Robert Bergmann Advisors, LLC

Trust, relationships, and work ethic. Three core values I take very seriously when serving you and your family. Working with me, you can expect honesty, good judgement, and strong character. Reliable and responsive to your financial needs, I place your interests ahead of my own and strive to always be a positive, empathetic, and collaborative partner. Disciplined and organized, with a sense of curiosity, my goal is to achieve results that will help and support the wellbeing of your family. With more than 30 years of financial and business experience, my hope is to share the knowledge, experience, and a little wisdom developed over that time to help you achieve your next goals in life.

Business ownership considerations Tax strategies for small businesses Business succession planning General estate planning guidance Gen X (Born 1965-1980)

Carla A

CFP®

Lake Orion, MI

Nectarine

With more than 15 years of experience in the wealth management industry, Carla founded Ametrine Wealth with the vision of helping people–particularly women–take control of their financial futures. She prides herself on creating a compassionate, trusting environment for clients and removing the barriers that keep people from setting and achieving their financial goals. Carla’s clients value her financial planning insight, ability to break down complex topics, attention to detail, and approachable demeanor. Originally from Massachusetts, Carla initially envisioned a career in science. She graduated magna cum laude from Washington and Lee University and received a Masters in chemistry from Northwestern University. However, long hours in the lab made her realize her preference for engaging with people over compounds, and she decided to put her analytical skills to use in the financial sector. Carla holds an MBA in Finance and General Management from the University of Chicago Booth School of Business and is a Certified Financial Planner Practitioner(TM). Carla lives in Lake Orion with her husband, Jarod, and her two greatest accomplishments, daughters Brinley and Chloe.

Mid-Career Professionals Married/Couples/Partners Single Women Gen Y/Millennials (Born 1980-1995)

Grant F

Series 66

Lake Orion, MI

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning Divorce financial planning Founder/Business Owner Intergenerational Families Divorced

Daniel H

Series 63, Series 66

Shelby Township, MI

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management

Agostino T

CFP®, Series 63

Macomb, MI

Edward Jones

Paul D

Series 63, Series 65, Series 66

Utica, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management General retirement planning

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