Associates
Lou Melone, CFP®
Managing Member
248-499-8721
Lou helps clients answer two questions: 1) Do you know exactly how much money it is going to take for you to retire comfortably 2) to remain comfortably retired? As a board CERTIFIED FINANCIAL PLANNER™ professional, Lou provides...
Branden Carney, CFP®
Wealth Planner
248-499-8721
Branden’s career in the financial industry began with Plante Moran Financial Advisors in 2016, after receiving his degree in Finance from the Eli Broad College of Business at Michigan State University. He then moved on to work...
Cindy Vaccarino
Operations Manager
248-499-8721
Cindy's career in the financial industry began shortly after college when she moved to New York to work at Morgan Stanley. Her current role includes overseeing administrative functions including but not limited to: operations, client...
Vito Curcuru
Marketing Consultant
248-499-8721
Vito works as a marketing consultant for Lou Melone's team. His activities include communicating information about financial planning and behavioral investing. He updates the website, manages social media and reviews the data and...
