Economic Committee 2019
FM Financial, Financial Adviser
Consumers Energy - Downtown, Community Affairs Manager
Estate & Pension Plans, Inc., President
I represent the third generation in Jackson. I began in the Financial Services Industry in 1976, became a Qualified Retirement Plan Specialist in 1978 and helped found the Michigan Pension Group a Third Party Administrator. I graduated from the MSU Broad College of Business. I obtained my Certified Life Underwriter and the Family Business Specialist certification. I enjoy working with small business helping get them to the next generation owners. I also enjoy working with the employees and helping them get to retirement.
True Community Credit Union, Senior Business Relationship Manager
Moretz Technologies, LLC, Managing Member
Manpower - Jackson, Area Manager
Junior Achievement of the Michigan Edge, Inc., President
Spring Arbor University, Executive Director of Development
County National Bank, AVP - Retirement Plan Specialist
Barker Weber Insurance Agency, Vice President of Operations
Gilbert Chocolates, President
A Frame Above & 180 Chic Boutique, Owner
David Goldfarb, CLU, Certified Family Business Specialist
Estate & Pension Plans, Inc., President
Scott Blakemore
Mindy Bradish-Orta
David Goldfarb, CLU, Certified Family Business Specialist
Nicole Johnson
R. Dale Moretz
Teri Ogg
Connie Poisson
Linda Schaub
Barry Malek
Tim Walz
Sally Krichbaum
Wendy Clifton