Old Mission Investment Company, LLC

Keith Olshove is a financial advisor at Old Mission Investment Company, LLC in Traverse City, MI, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Old Mission since 2014. Olshove serves on the investment committee of Old Mission Trust Company, contributing to trust administration, investment management, and tax management services. Old Mission Investment Company provides fee-based investment management, financial planning, and estate planning to individuals, trusts, retirement and pension plans, charitable organizations, and business entities. The firm emphasizes customized, low-turnover portfolios based on client risk profiles and fundamental analysis, managing accounts primarily on a discretionary basis.

Carey Tafelsky is a CFP® professional with 11 years of industry experience, currently serving at Old Mission Investment Company, LLC since 2014. She holds a Series 65 license and participates on the investment committee of Old Mission Trust Company, where she is involved in trust administration, investment management, and tax management services. Old Mission Investment Company provides fee-based investment management, financial planning, and estate planning to individuals, trusts, retirement plans, and other entities. The firm emphasizes customized portfolios based on client risk profiles, using fundamental analysis and asset allocation to implement low-turnover, long-term strategies.

Susan Wipperman is a CFP® with eight years of industry experience, currently serving as a financial advisor at Old Mission Investment Company, LLC since 2017. She previously worked at Fifth Third Bank for 12 years. Outside of her advisory role, she serves on the board of directors for B May Bags, a women's handbag manufacturer, and is a member of the investment committee at Old Mission Trust Company. Old Mission Investment Company provides fee-based investment management, financial planning, and estate planning services to individuals, trusts, retirement plans, and organizations. The firm employs customized, risk-profile-driven portfolios with a focus on low-turnover, long-term strategies and manages accounts primarily on a discretionary basis.

Jeffrey Johnson is a financial advisor with Old Mission Investment Company, LLC in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Purshe Kaplan Sterling Investments and Old Mission Investments since 2006. He serves on the board of directors for Old Mission Trust Company, a related trust services firm. Old Mission Investment Company provides fee-based investment management, financial planning, and estate planning services to individuals, trusts, retirement plans, and charitable organizations. The firm uses customized portfolios based on client risk profiles, employing fundamental analysis and asset allocation to implement low-turnover, long-term strategies.

Ryan Knabusch is a financial advisor at Old Mission Investment Company, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Sandbox Financial Partners LLC, Sculati Wealth Management, LLC, and Plante Moran Financial Advisors. Old Mission Investment Company provides fee-based investment management, financial planning, and estate planning to individuals, trusts, retirement plans, pension plans, charitable organizations, and business entities. The firm emphasizes customized, low-turnover portfolios based on client risk profiles, using fundamental analysis and asset allocation, and manages accounts primarily on a discretionary basis.

Kurt Schuler is a financial advisor with Old Mission Investment Company, LLC in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Old Mission Investments since 2006 and previously with Purshe Kaplan Sterling Investments. Schuler also serves as Chief Information Officer for Old Mission Trust Company, where he organizes and maintains client data systems. Old Mission Investment Company provides fee-based investment management, financial planning, and estate planning services to individuals, trusts, retirement plans, pension plans, charitable organizations, and business entities. The firm uses customized portfolios based on client risk profiles and employs fundamental analysis, asset allocation, and model portfolios to implement low-turnover, long-term strategies.

Lindsay Fitzpatrick is a CFP® and Series 66 licensed advisor with 12 years of industry experience. She has worked at Old Mission Investment Company, LLC since 2019 and previously held positions at Rehmann Financial Network, LLC and Royal Alliance. Fitzpatrick serves on the Finance Committee Board of the YWCA Great Lakes Bay Region, where she reviews financial statements and investment management. Old Mission Investment Company provides fee-based investment management, financial planning, and estate planning services to individuals, trusts, retirement plans, and charitable organizations. The firm focuses on customized portfolios based on client risk profiles, utilizing fundamental analysis and asset allocation to implement long-term, low-turnover strategies.

Christopher Lamb is a financial advisor with Old Mission Investment Company, LLC in Traverse City, MI, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Old Mission Investments since 2006 and previously spent 12 years at Purshe Kaplan Sterling Investments. Lamb also serves as president and CEO of Old Mission Trust Company, which provides corporate trustee services. Old Mission Investment Company offers fee-based investment management, financial and estate planning to individuals, trusts, retirement plans, pension plans, charitable organizations, and business entities. The firm uses customized, low-turnover, long-term strategies based on fundamental analysis and asset allocation, managing portfolios on both discretionary and non-discretionary bases.