Jacob Kasperski

Julie Quick, CFP®, BFA™, CDFA® is founder of Cultivate Financial Wellness, a virtual practice where she caters her services to helping women all over the US navigate the financial challenges experienced before, during and after divorce. Working with a wide variety of clients throughout her 25+ year career has taught her that financial planning is about much more than numbers—it’s about paying attention to the values, emotions and life experiences of each individual person. Women, in particular, face unique financial challenges. These may include the long-term effects of the gender wage gap, time out of the workforce to care for family members, and longer life expectancies - all of which can be compounded by a divorce. Julie harnesses her personal and professional experience to help women move from feelings of uncertainty and insecurity to financial empowerment. Julie lives in Howell, Michigan, with her firefighter husband, Jeff, and their dog, Luger. When she isn’t working she enjoys all things fitness, traveling and working on home-improvement projects.

RetireMitten Financial specializes in helping family’s transition into retirement. We are also experts in cross-border financial planning, specifically helping families that have worked in both the U.S. and Canada. In order to help families realize their dream of a successful retirement, we go through a three-step process. Step 1: The Retirement Roadmap Initially, we go through a comprehensive retirement plan and goal setting process. What do you want your ideal retirement to look like? How do you envision spending your newfound free time? Great, let's put together a plan so that you can stop worrying, and start enjoying retirement. Step 2: The Retirement Paycheck Once goals are established, we now need to build an investment portfolio to help meet those goals. We believe in a cash-flow matching investment strategy. Cash-flow matching involves creating a monthly “retirement paycheck”, to help meet your goals. This allows you to feel comfortable generating a steady stream of income, regardless of the ups and down of the stock market. Step 3: On-going Planning and Support The initial plan and investment strategy are only the beginning. Things change a lot in retirement. The stock market, your goals, and your life are ever changing. So should your retirement plan. Our systematic approach to meetings allows us to consistently change your plan as soon as your goals change. That European river cruise you woke up last night dreaming about, let’s figure out how to make it a reality. Looking for a Stress-Free and Fulfilling Retirement? If you are looking for an experienced financial planner to help guide you through retirement, let’s talk.

Jeremy Jones is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. In his role, he focuses on understanding clients' financial needs and goals and helps implement plans to work toward those objectives. He assists high net-worth clients with investment, retirement, and income planning. Jeremy has over two decades of experience in the financial services industry. Prior to his current position, he held roles as Vice President of Retail Banking at The State Bank from 2007 to 2011, Branch Manager at Republic Bank from 2002 to 2007, and Branch Manager at Fifth Third Bank from 1999 to 2002. He is a Certified Financial Planner. Outside of his professional work, Jeremy enjoys family activities, social events with friends, golf, outdoor adventures, skiing, and traveling.

Angie Leaser is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she worked as a Financial Advisor at Edward Jones from 2019 to 2023. Angie partners with her clients to create clear, personalized financial plans to help them make informed decisions regarding their futures and pursue the lives they have worked hard for. Her professional experience spans several years in financial advisory roles, focusing on retirement planning and personalized financial strategies. Angie values clear communication and collaboration with clients to ensure their goals are met. Outside of her professional work, Angie enjoys spending time with family and friends, boating, cooking and baking, and participating in community volunteer efforts.

Rebecca Chase is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2026. She previously served as Branch Leader and Financial Consultant at Fidelity Investments starting in 2023. Her career also includes roles at Charles Schwab & Co., where she was Vice President and Financial Consultant from 2021 to 2023, Schwab Private Client Senior Manager from 2020 to 2021, and Schwab Advised Solutions Senior Manager from 2018 to 2020. In her leadership roles, Rebecca focuses on empowering teams, fostering collaboration, and driving sustainable growth. She embraces challenges as opportunities and works to create an environment where innovation thrives and success is shared. Outside of her professional responsibilities, Rebecca enjoys concerts, social events with friends, movies, parenthood, pets, and traveling.