Our Team

AGENCY PRINCIPALS
Jared W. Merchant, CFP®
Jared W. Merchant, CFP®

Agency Principal

Alma Office

989.463.4918

David Krueger
David Krueger

Agency Principal

Alma Office

989.463.4918

AGENTS
Terri Bovee
Terri Bovee

Agent

Alma Office

989.463.4918

Tammy Gruss, CISR
Tammy Gruss, CISR

Agent

Alma Office

989.463.4918

Jamie McGill, CISR
Jamie McGill, CISR

Agent

Alma Office

989.463.4918

Ashley McBride, CISR
Ashley McBride, CISR

Agent

Alma / Mt Pleasant Office

989.463.4918 – 989.773.7353

Mike Crapo
Mike Crapo

Agent

Mt Pleasant Office

989.773.7353

Tessa Zuker
Tessa Zuker

Agent

Alma Office

989.463.4918

Steve Bakker
Steve Bakker

Agent

Alma Office

989.763.1270

Erik Wilson
Erik Wilson

Agent

Alma / Mt Pleasant Office

989.463.4918

Jon Conklin
Jon Conklin

Agent

Alma / Mt Pleasant Office

989.463.4918 - 989.773.7353

Angie Embury
Angie Embury

Agent

Mt Pleasant Office

989.773.7353

Dean Clark
Dean Clark

Agent

Alma Office

989.463.4918

Lesley Elias, CISR, CPIA
Lesley Elias, CISR, CPIA

Agent

Alma Office

989.463.4918

Craig Willey
Craig Willey

Agent

Alma / Mt Pleasant Office

989.463.4918 - 989.773.7353

Jennifer Biewer
Jennifer Biewer

Agent

Marysville / St. Clair Office

810.503.0000

Customer Service Representatives
Erin Naz
Erin Naz

CSR

Marysville / St. Clair Office

810.503.0000