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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

Top 30 financial advisors of 119 near 48455

Out of 400,000+ nationwide

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Jeremy W

CFP®

Davison, MI

J Wilson Wealth Management

Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips! Jeremy has been working in the financial services industry since 2012 and has been a Certified Financial Planner™ (CFP®) certificate holder since 2015. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. They have been married since 2015 and have two children, Harrison and Scarlett, whom they welcomed in 2018 and 2021, respectively. Jeremy enjoys playing and watching sports, movies, and spending time with his family.

General tax planning Multi-state taxation General estate planning guidance Real Estate Professional Baby Boomers (Born 1946-1964)
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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)
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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
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Brian H

Series 63, Series 66

Lake Orion, MI

Edward Jones

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

Series 66

Lapeer, MI

Edward Jones

Charitable giving & philanthropy Business ownership considerations Wealth management ESG / Sustainable investing General retirement planning Founder/Business Owner
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Katrina J

Series 63, Series 66

Davison, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k)
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Mark B

Series 63, Series 66

Lapeer, MI

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Wealth management Business ownership considerations Founder/Business Owner
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Karen S

Series 66

Lapeer, MI

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Adam B

Series 66

Oxford, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies
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Kyle R

Series 66

Davison, MI

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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