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 Inc, 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