Our Team

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

Agency Principal

Alma Office

989.463.4918

989.463.8663

David Krueger
David Krueger

Agency Principal

Alma Office

989.463.4918

989.463.8663

AGENTS
Jamie Richardson
Jamie Richardson

Agent / Office Manager

Alma Office

989.463.4918

989.463.8663

Jamie McGill, CISR
Jamie McGill, CISR

Agent

Alma Office

989.463.4918

989.463.8663

Dean Clark
Dean Clark

Agent

Alma Office

989.463.4918

989.463.8663

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

Agent

Alma Office

989.463.4918

989.463.8663

Terri Bovee
Terri Bovee

Agent

Alma Office

989.463.4918

989.463.8663

Erik Wilson
Erik Wilson

Agent

Alma Office

989.463.4918

989.463.8663

Tammy Gruss, CISR
Tammy Gruss, CISR

Agent

Alma Office

989.463.4918

989.463.8663

Jennifer Biewer
Jennifer Biewer

Agent

Marysville Office

810.503.0000

Tessa Zuker
Tessa Zuker

Agent

Alma Office

989.463.4918

989.463.8663

Abbey Neal
Abbey Neal

Agent

Alma Office

989.463.4918

989.463.8663

Steve Bakker
Steve Bakker

Agent

Alma Office

989.875.4557

Cliff Freeland
Cliff Freeland

Agent

Marysville Office

810.503.0000

Customer Service Representative
Nichole Wymer
Nichole Wymer

CSR

Alma Office

989.463.4918

989.463.8663

Lorie Sparks
Lorie Sparks

CSR

Alma Office

989.463.4918

989.463.8663

Erin Naz
Erin Naz

CSR

Marysville Office

810.503.0000