Alexander has leadership experience working with Fortune 500 companies in development, marketing, and finance. As a result, his experience has primarily been focused in for-profit business. However, his most recent leadership position was specific to one of the largest nonprofits in the country supporting blind children. Alexander takes great pride in being an asset to his community. Therefore, he is always looking for creative ways to help others. In addition to his corporate roots, Alexander has tons of training, experience, and success in retirement planning. Alexander prides himself on transparency and a “client first” approach. In addition, he has many certifications and licenses and training. His areas of expertise are income planning, minimizing taxes, social security, medicare, and, of course, investments. As a result of these components he has been able to satisfy many clients.

Bradley started out his career training financial advisors across the country. In 2013, his passion for helping people led him to become an independent advisor. His focus is on clients who are retired or nearing retirement. Bradley grew up in Metro-Detroit and earned a Bachelor’s Degree from Eastern Michigan University. Currently, he lives in West Bloomfield with his wife Melissa and their two children, Emma and Avery. Bradley takes great pride in his community and is the Treasurer for his neighborhood beach association.

Nicholas has specialized in retirement planning for over 14 years. Prior to his time at Foguth Financial Group, Nicholas worked with senior level advisors across the country, assisting with the development of retirement strategies for thousands of families. This experience has helped shape his unique perspective being a holistic Investment Advisor. He has expertise and experience with tax planning, income planning, Social Security planning, estate planning and investment planning. By approaching retirement planning from all these directions, Nicholas creates unique tested plans for the families he serves. Nicholas is an Oakland University graduate and resides in West Bloomfield with his wife, Heather, and his three daughters, Alivia Grace, Austyn Marilyn, and Amelia Dove.

Kevin, AWMA™ is a dedicated Financial Advisor with a passion for helping clients secure their financial future. With a strong educational background, including a bachelor’s degree from Old Dominion University and graduate studies from the University of Michigan, he brings a wealth of knowledge to the table. He calls Brighton, MI home, where he lives with wife, Faith, and their son, Brock, not to forget their four-legged companion, Tito.

Joseph specializes in working with retirees and those nearing retirement who want to protect and preserve their retirement nest egg from the effects of taxes, inflation, and other unforeseen scenarios. Joseph and his team at Foguth Financial Group pride themselves on the long-lasting relationships they have developed with their clients and their families. Not only has he guided his clients, but he has trained advisors on how to properly plan a successful retirement for their clients.

Charles has held various positions in the financial and wealth management arena throughout southeast Michigan, and specializes in building personalized financial plans and analyzing investment portfolios. He takes a holistic approach to retirement planning, including strategies designed to help with tax planning, Social Security income, and active investment management. Charles prides himself on the long lasting relationships that he’s built with his clients and their families over the years. Outside of the office, you can find Charles teeing it up on the golf course with his family and friends.

Katie is a Michigan native and resides in Clarkston with her three kids – Ava, Liam, and Graham. She joins the Foguth Financial Group team with a strong background in retirement planning and government finance as well as trust and other financial services. In her free time, Katie enjoys attending sporting events to cheer on her favorite players – her kids! She is also an avid Detroit Tigers fan, a live music enthusiast, and enjoys traveling to new destinations.

Adam is an Ann Arbor Native and currently resides in Dexter with his wife, Caitlyn, and their children, Mason, Parker and newborn Sloane. He attended Western Michigan University where he majored in Sales & Business Marketing. He has an extensive lending background having started in Commercial and Residential Finance over twelve years ago and has originated loans in all contiguous 48 states.

Jeff serves as a Financial Advisor with a strong foundation in finance and a commitment to helping clients achieve their financial goals. His solid understanding of investment strategies, budgeting, and financial planning is complimented by his dedication to continuous learning and professional growth. Jeff is a National Social Security Advisor (NSSA®) Certificate Holder, recognized for his specialized knowledge in Social Security planning. A Michigan native, Jeff calls Springport his home along with his wife, Beth, and their children, Zayden and Lorelei. Outside of the office, you can find him on the golf course, attending Michigan State sporting events, and cherishing moments with friends and family.

Sheila, with over a decade of experience in the wealth management arena, specializes in building personalized financial plans and analyzing investment portfolios. She believes planning is the best way to successfully achieve financial goals and aspirations. Sheila has her RICP ®, Retirement Income Certified Professional designation. In her free time, Sheila enjoys spending quality time with her friends and family. She is also a huge fan of traveling and enjoys visiting new places.

Paul is a Financial Advisor with over 22 years of experience, including 15 years as a retirement specialist at Fidelity Investments and six years as a VP-level retirement specialist. Before his financial career, Paul worked as an engineer for both Ford and GM. He holds a Master’s in Finance, along with CFP and NSSA certifications. Originally from Southfield, Paul now enjoys life on 10 acres in Mason, embracing the outdoors. Passionate about WWII books and home improvement. Paul cherishes family time with his wife and five children, especially his adopted daughter, Faithie.

Originally from Ann Arbor, Kyle attended the University of Michigan where he studied Sport Management with a focus in Finance. In pursuit of his passion, he embarked on a career journey that led him to work with the Detroit Tigers for six rewarding years. While there, he acted as the Coordinator of Advanced Scouting and Data Analytics, where he guided players and coaches in preparing for opponents by using analytics, scouting reports, and video. He now uses that same passion by helping families prepare for what’s ahead.

Kyle lives in Ann Arbor with his wife, Allison, and their son, Lucas. As a family, they enjoy cheering on the Michigan Wolverines, exploring the city for great restaurants, and spending time with their loved ones.

Caleb, a dedicated financial advisor with a passion for helping clients achieve their financial goals, grew up in Knoxville, Tennessee. For the past five years, Caleb has been a committed professional in the financial services industry. He leverages his analytical skills and competitive spirit to offer tailored financial advice, guiding his clients through the complexities of investment, retirement planning, and wealth management. Caleb's early years were spent honing his skills both in academics and athletics. He played college golf at Western Carolina University, where he excelled not only on the green but also in his studies. His talent and determination led him to a two-year stint as a professional golfer. Caleb remains actively involved as a member of Indianwood Country Club in Lake Orion, Michigan. His love for golf continues to provide him with a unique perspective on strategy and precision, qualities he finds invaluable in his financial career. Caleb resides in Lakeville, Michigan, with his wife, Lauren and their beloved cat, Leo. Outside of his professional and golfing pursuits, Caleb enjoys spending quality time with his family.

Raised in Holland, Michigan, James grew up in a close-knit community where he was taught the importance of family and the strong foundation it builds for a successful journey through life. Family is of the greatest importance to James. He and his wife Catherine support this belief with their two children, Gabriella and Braeden. Family is what inspires James to continue his passion in helping others to successfully navigate their retirement. James was a high school State Champion in wrestling and a 2x All-American in college. He is still connected to the West Michigan wrestling community by coaching the Jayhawk Wrestling Club at Muskegon Community College and officiating HS wrestling. He likes to spend his free time at the Grand Haven beach with his family, play sports with his kids, and play the guitar.

Chad Barrios is a dedicated Financial Advisor at Foguth Financial Group, bringing nearly 20 years of experience in wealth management and financial planning to his clients. Known for his commitment to building strong, lasting relationships, Chad takes pride in offering personalized financial strategies that align with his clients’ long-term goals. His expertise encompasses retirement income planning, investment strategies, and tax efficiency. Chad holds FINRA Series 7, 24, and 66 licenses, as well as a Life & Health Insurance License, and maintains a strong focus on helping clients achieve financial clarity and confidence through comprehensive planning. His client-first approach ensures that every financial plan is tailored to meet the unique needs of each individual. Beyond his professional achievements, Chad values family deeply and understands the importance of securing financial futures for loved ones—his own experiences have reinforced his dedication to helping clients build lasting financial stability and peace of mind. At Foguth Financial Group, Chad combines his industry knowledge with a personal touch, ensuring that every client feels supported, informed, and understood.

Originally from Michigan, JT obtained a B.B.A. in Personal Financial Planning from Western Michigan University before relocating to Arizona, where he continued his education at Arizona State University, earning an M.B.A. specializing in Financial Management & Markets. Over the last 17 years, he has held various relationship management and leadership positions within some of the largest trading, insurance, and wealth management firms in the industry. JT specializes in working with clients who are at or near retirement age, helping them maximize their retirement lifestyle while protecting their nest egg and legacy. He prides himself on his client-first, consultative approach to retirement and wealth planning. JT holds FINRA Series 6, 7, 9, 10, 63, and 65 licenses, along with a Life & Health Insurance License, reflecting his broad expertise across financial and supervisory disciplines. Raised in Southeast Michigan, JT grew up in a large, close-knit family that instilled in him the values of hard work, integrity, and family connection. He is married to his high school sweetheart, Ashley, and together they live in Scottsdale with their three children—Madeline, Kallie, and Theodore. Outside of work, JT enjoys time at the ice rink, on the golf course, snowboarding, and cheering on his kids in their various athletic pursuits. A self-proclaimed chef, his favorite pastime is preparing dinner for family and friends.

Wendy  is a Financial Advisor at Foguth Financial Group, bringing a unique combination of expertise in finance and education. She spent 27 years as a high school math teacher, specializing in Advanced Placement mathematics within Utica Community Schools, and transitioned to the financial industry as a Financial Solutions Advisor for Bank of America/Merrill Lynch. Wendy holds Series 7 and 66 licenses, a Bachelor of Science in Mathematics with a Business minor, and a Master’s in Educational Leadership. A Michigan native, Wendy grew up in Taylor, where she was inducted into the Taylor Sports Hall of Fame. She earned a basketball scholarship to Northern Michigan University, where she pursued her education. Now a longtime resident of Macomb Township, Wendy enjoys spending her free time as an avid sports fan, watching football, basketball, and baseball, as well as playing golf. Wendy and her husband Bob have two sons, Blase and Trent, and cherish their time together as a family.

Nathan is a Financial Advisor at Foguth Financial Group with nearly 20 years of experience helping families build strategies and plans for their financial futures. Before joining Foguth, Nate spent a decade at Fidelity Investments as a Vice President Financial Consultant, honing his expertise in personalized financial planning. Hailing from Hemlock, Michigan—a small farm community west of Saginaw—Nate now resides in Fenton with his wife, Lindsay, and their two children, Madeline and Will. A passionate sports enthusiast, Nate’s first love is the Detroit Tigers, though he’s also an avid supporter of the Red Wings and Lions. When he’s not cheering on Detroit teams, Nate stays busy attending his children’s plays, dance recitals, musicals, golf matches, basketball games, soccer matches, track events, and softball and baseball games. In his spare time, you can find him on the golf course enjoying a round with friends.

Vincent is dedicated to empowering clients to build secure financial futures through education and personalized guidance. Passionate about relationship-building, Vincent takes pride in connecting with clients on a personal level to understand their unique needs and to help them achieve their financial goals. Vincent graduated from Michigan State University where he studied Marketing and Wealth Management. He was also President of the MSU Wealth Management Association, a registered student organization dedicated to training and educating the next generation of financial advisors. Outside of work, Vincent resides in Holland, OH with his wife, Pooja. In their free time, they enjoy exploring new travel destinations, spending time with family and friends, and cooking.

As a CFP® with over a decade of experience in financial planning and investment management, Cody helps families navigate the complexities of investment, tax, retirement, and estate planning. His goal is to ensure that every client feels empowered and has the resources to take control of their financial future. A native of the Flint area, Cody graduated from Hope College in Holland, Michigan, where he played basketball. After establishing his career in Denver, Colorado, he and his family moved back to Michigan in 2024. Outside the office, he enjoys spending time with his wife and daughter. As one might expect, skiing was a big part of their life. When he finds time for himself, he’s playing chess, learning guitar, or watching sports.

With over 20 years of experience in the financial services industry, Kendra realizes the impact of a good financial plan on the life of an individual or family. She is passionate about seeing her clients live intentionally to achieve their goals before and after retirement.

As a mother of four, Kendra is most proud of who they are becoming as young adults. She enjoys spending time with them on the golf course, cheering them on at their sporting events, or relaxing around a bonfire.

Ken has over a decade of experience across a vast array of fields within Wealth Management. After spending time with some of the top Investment Management Firms in Chicago and Florida, Ken has been helping families prepare and plan for retirement in the Troy, MI office here at Foguth Financial. Ken grew up in the Metro Detroit area and has also lived in Chicago and Florida before making his return to Michigan. In his free time Ken enjoys reading, snowboarding, scuba diving, and kiteboarding.

Jacob Black, CFP® is a seasoned Financial Advisor based in Maumee, Ohio, with years of experience helping individuals, families, and business owners make confident, informed decisions about their financial future. As an independent fiduciary since the beginning of his career, Jacob is committed to providing objective guidance and always acting in the best interest of his clients. He has guided hundreds of families toward successful retirement and supported thousands of others seeking greater clarity and direction in their planning. Jacob is recognized for his expertise in retirement income strategies, investment management, tax-efficient planning, estate and legacy planning, charitable giving, Social Security, Medicare, and small business strategy. He brings a deep understanding of financial planning to every conversation and is known for his clear, educational approach that empowers people to take control of their finances. He earned his Finance degree and MBA from Trine University and holds the CERTIFIED FINANCIAL PLANNER™ designation, widely regarded as the gold standard in financial planning. Originally from Defiance, Ohio, Jacob is a former President of the Defiance Rotary Club and has served on the board of the Defiance Downtown Visitors Bureau. Outside the office, he enjoys golfing, hiking, and cheering on the Buckeyes and Browns. He lives in Defiance with his mom, Nancy, his grandma, Donna, and his chocolate lab, Chewy.

Timothy Alfieri is a seasoned Financial Advisor at Foguth Financial Group, bringing over a decade of experience helping families plan for and thrive in retirement. A graduate of Grand Valley State University, Timothy has built a reputation for trust, integrity, and results-driven planning. His client-first approach has earned him numerous accolades, including being named Advisor of the Year seven out of eight years at his previous firm, as well as recognition as a Red Hot Best Financial Advisor.

Rooted in Traverse City, Timothy values the Northern Michigan lifestyle and the deep relationships he’s built within the community. Whether he’s assisting clients with investment strategies or guiding families through life’s most important financial decisions, Timothy is driven by the opportunity to make a meaningful impact in people’s lives.

Outside the office, he’s an avid collector and loyal supporter of the Detroit Lions and college athletics. You’ll often find him attending local sporting events, enjoying time on the water, or exploring the great outdoors. Timothy and his wife, Sara, a dedicated nurse, are raising four wonderful children — Ella, Liam, Kynslee, and Kennedy.

Rhoda Woods, a Flint, MI native, obtained an undergraduate degree from Kettering University and earned her MBA from Wayne State University. Before entering the financial services industry, she held multiple leadership positions in the corporate, government, and nonprofit industry sectors. Rhoda’s credentials include the Certified Financial Planner ™ and the Accredited Portfolio Management Advisor ™ designations. She is passionate about using her expertise to help families position their finances to meet their personal goals. Rhoda currently resides in Grand Blanc, MI with her favorite people and pets – husband Frank, daughters Nia and Maleah, and fur-babies Brady and Diamond. While she is actively involved in her church, sorority, and community, she also gets enjoyment from traveling, trying new cuisine, concerts, having fun in the water, and cheering on her favorite teams. If you can’t find her doing any of these things, check the nearest couch where she just might be curled up with a good book.

Matt is an Arizona native with deep roots in the local community. He currently resides in the Scottsdale area with his wife, Kasondra, their dog, Lanie, and they are expecting their first child in April. He and Kasondra share a passion for travel—visiting one new country each year—along with exploring the greater Phoenix restaurant and festival scene and enjoying the local outdoors. Matt brings nearly 15 years of diverse financial leadership experience from Intel Corporation, where he was one of the youngest Senior Directors of Finance. He holds Bachelor’s degrees in Finance and Supply Chain Management from Arizona State University, an MBA from Indiana University, and a Master’s in Accounting. Matt also holds the FINRA Series 65 license and a Life & Health Insurance License, allowing him to provide comprehensive financial guidance and investment advisory services. He is passionate about helping families develop holistic financial strategies that include income planning, tax minimization, Social Security optimization, insurance coverage, and investment design.

Andrew loves learning about families' financial goals and then developing plans to achieve them. He became interested in wealth management after watching his parents work with their advisor to retire early and comfortably on a single, modest salary. Whether you're looking to retire, travel the world, pay for education, give philanthropically, or whatever else, he's eager to strategize to make the dream a reality. Andrew has a BA from Seattle Pacific University, a master's degree from the University of Notre Dame, and a PhD from the Johns Hopkins University. After bouncing around the country for these pursuits he settled in Grand Rapids in 2015, where he loves raising his four children with his wife, Caroline. He manages the chaos by getting outside as often as possible, and he particularly enjoys running and birding. 

Gabriel is a Financial Advisor with over 10 years of experience in the financial services industry, including time at major banking institutions such as Chase and Huntington. He holds the SIE, Series 6, and Series 63 licenses, along with Life, Health, and Annuity insurance licenses, allowing him to provide well-rounded financial guidance to individuals and families. Raised in Chicago during early childhood and later settling in Michigan, Gabriel is an Eastern Michigan University graduate and has spent much of his adult life in the Ann Arbor area. His passion for financial planning is deeply personal, stemming from a commitment to care for his mother financially—an achievement highlighted by purchasing her a home at the age of 26. Outside of work, Gabriel enjoys cars, acting, basketball, and creating automotive-related content, bringing creativity and energy into everything he does.

Lisa joined Foguth Financial Group with a versatile background in operations, technology, and administrative management. Lisa is driven by her innate curiosity, intrinsic motivation, and passion for helping others achieve their goals. Lisa is a graduate of Eastern Michigan University, resides in Brighton with her family, and enjoys running and practicing yoga.

Charleen serves as the Director of Advisory Services at Foguth Financial Group, where she brings a wealth of expertise to managing and supporting the growing of the Advisory team. Her career in finance began in the compliance department of a broker-dealer firm. Over the years, she transitioned into operations, gaining extensive experience in account openings, investment management, fee billing, and team leadership. Charleen’s Series 65 license underscores her dedication to providing exceptional client service. Originally from Missouri, Charleen moved to Michigan in 2020 with her fiancé, Skott, and their dog, Sophia. They now call Ypsilanti home, where Charleen enjoys the vibrant Michigan lifestyle. In her free time, Charleen is an avid runner with three full marathons and numerous half marathons under her belt. She also loves exploring nature through running and kayaking, as well as expressing her creativity through painting and other artistic projects.

Jeff is the Director of Advanced Planning at Foguth Financial Group, bringing over 20 years of experience in the financial services and insurance industry. Throughout his career, he has built a strong reputation for leadership in operations, compliance, and relationship management across carriers, brokers, advisors, and clients. Jeff’s expertise spans life and annuity new business operations, plan design, and client service excellence. His deep industry knowledge and commitment to high standards help ensure that every client and advisor relationship is supported with efficiency, accuracy, and care.

A native of Des Moines, Iowa, and a graduate of Drake University, Jeff still calls Des Moines home. Outside of work, he enjoys spending time outdoors with his wife, their two sons and daughter, and the family’s golden retriever. His balanced approach to professional and family life reflects the same dedication and thoughtfulness he brings to his work at FFG.

Barry is the Content and Partnerships Manager at Foguth Financial Group, bringing a wealth of experience from his time with Electronic Arts in Orlando, FL. He began as an assistant partnerships manager and rose to become the Activations Manager for the Madden NFL brand, where he developed successful partnership and content strategies with NFL team partners. Originally from Oklahoma City, Barry enjoys playing golf, spending time with friends and family, and competing in any sport or game. As the oldest of five, he has four younger brothers, aged 22, 20, 17, and 16.

Nate is the Public Relations and Marketing Strategist at Foguth Financial Group with a background in Broadcast Communication from Wayne State University. He has experience with several notable news outlets, including WLNS Channel 6 News in Lansing, WDIV Channel 4 in Detroit, WDET Detroit's NPR station, and Detroit Public Television. As a former Anchor and Reporter for WLNS, Nate brings valuable media insight to his role. Originally from Flat Rock, Michigan, Nate enjoys working out, playing piano, and spending time with his family.

Andie Wolfe is the Marketing Coordinator at Foguth Financial Group, bringing a dynamic background in athletics, leadership, and service. She began her college career at Michigan State University, where she studied Kinesiology and played on the women’s soccer team. She later transferred to the University of Oklahoma, continuing her soccer career and earning a Bachelor of Science in Multidisciplinary Studies with a minor in Marketing.

Andie’s passion for teamwork and community has been shaped by her experience working at youth soccer camps and an assisted living home in East Lansing. She is a former Michigan Jewish Athlete of the Year, a Big Ten Regular Season Champion, and was named to the 2024 SEC Soccer Player Watch List.

Born and raised in West Bloomfield, Michigan, Andie loves playing soccer, pickleball, and golf, and enjoys time on the lake with her family. With three siblings and a strong sense of community, she values connection, giving back, and bringing energy and heart to everything she does.

Preston is the Creative Lead at Foguth Financial Group, bringing more than two decades of experience in brand storytelling across the lifestyle, resort, and real estate industries. He is known for developing and executing multi-channel campaigns that drive engagement and brand growth, combining strategic vision with hands-on expertise in photography, videography, and digital design. Preston’s career includes time with Vail Resorts, work as a Midwest Content Specialist, and over 15 years as an Art Director, where he led creative direction across a wide range of marketing initiatives. He holds a bachelor’s degree and is a certified Part 107 drone pilot, with industry recognition including National Builder Marketing Design Awards and Vail Video Production Awards.

Originally from Tampa, Florida, Preston grew up embracing the outdoors and developed a lifelong passion for creativity and storytelling. After building his career in Florida, he has called Michigan home for the past 13 years. Outside of work, he enjoys photography, golfing, and skiing, as well as spending time with his girlfriend and her two daughters.

McKenna is a seasoned professional in hospitality and event management, holding a degree in Hospitality and Tourism Management from Grand Valley State University, with an emphasis in Meeting and Event Management. With a strong background in event planning, client services, and hospitality operations, she has built a career centered on creating seamless and memorable experiences—from corporate meetings to large-scale events—with a sharp eye for detail and a passion for service.

Born and raised in Brighton, Michigan, she values community and connection. Outside of work, she enjoys spending time with family and friends, being outdoors—especially boating—and exploring new places through travel. She is deeply passionate about fostering positive, collaborative environments that bring people together.

Rebecca Smith, Client Concierge Specialist at Foguth Financial Group, has been in the financial services industry since she was 19 and holds a degree in Business Management. Her diverse background spans roles in retail, food & beverage management, teaching, and even paralegal work, with her favorite role being a devoted mother. Known for her positivity, Rebecca’s accomplishments include a certification in Early Childhood Education and a victory in a local women’s archery contest. Originally from Howell, she’s a country girl at heart and loves outdoor activities with her two boys and their puppy, from baseball to kayaking. Her favorite pastimes are laughing and sharing snacks with family and friends.

Brooke Gifford, part of the Client Services team at Foguth Financial Group, brings experience from the real estate industry, where she worked as a mortgage underwriter and in title services. Originally from Flushing, MI, Brooke now resides in Fenton with her husband of three years, their two-year-old daughter, and two playful blue heeler/Australian shepherd/cattle dog mixes. She enjoys reading and spending time outdoors, especially by the water during Michigan’s warmer months.

Abigail Pennington is a Client Concierge at Foguth Financial Group. Before joining FFG, she worked as a mortgage loan processor and gained extensive experience in hospitality management in Phoenix. Originally from Cave Creek, AZ, Abigail loves spending time with her husband, Sean, and their two daughters. Their home is bustling with pets, including a dog named Piper, a cat named Olaf, a python named Slinky. Abigail and her family are active in their church and community, dedicating much of their time to serving others.

Grace Sutherland is a Client Concierge at Foguth Financial Group, where she supports client relationships with care and attention to detail. Born and raised in Brighton, Michigan, Grace holds a bachelor’s degree in Environmental Economics and Management from Michigan State University. In her free time, she enjoys reading, cooking, and exploring new music.

Liv joins FFG with a diverse skill set drawn from her background in sports and event administration. She’s excited to build lasting relationships with her new team and clients while contributing to a positive, collaborative work environment. She played softball at Jackson College before earning her Bachelor’s degree from Western Michigan University in 2021. A Michigan native, Liv now resides in the Ann Arbor area. Outside of the office, Liv stays active by playing on sports teams, attending local events, catching live music, and spending time with friends.

Rachael is a Client Concierge at Foguth Financial Group, where she brings a strong background in client service, administration, and financial operations. A graduate of Ferris State University and Mott Community College, Rachael has built a well-rounded career through roles as a mortgage underwriter, contract writer and administrator, and accounts payable specialist. Her diverse experience and attention to detail make her a valuable resource for both clients and the team, ensuring each interaction is handled with care and professionalism. She is also a certified Notary, adding another layer of support to her role.

Originally from Burton, Michigan, Rachael enjoys an active lifestyle outside of work. She loves spending time outdoors—especially kayaking and swimming—and relaxing with a good movie. Family is at the heart of her life, and she cherishes time with her daughter and their energetic pitbull puppy.

I came to Foguth Financial with many years of client service experience in diverse professional settings, most recently from another Wealth Management firm. I am focused on delivering a high-level of client support, and extremely proud to be joining this dynamic team! I am a Michigan native and grew up in the surrounding Flint areas and raised my 3 grown children in Fenton. During that time, I spent much time coaching youth sports. I currently live in Whitmore Lake with my amazing husband, and now lucky enough to be a grandma of 4 awesome kids! My hobbies include classic cars/hot rods, traveling and gardening and sporting events.

Lena is a Client Concierge at Foguth Financial Group, bringing a strong background in communication and client service. She previously worked for a translation agency, volunteered as a translator, and most recently gained experience in a probate and estate planning law office, where she supported clients through important life transitions. Born and raised in Ukraine, Lena moved to the United States in 2004 and earned her degree in International Studies from Michigan State University. She lives in Brighton with her husband, two active children, and their dog, and enjoys reading, traveling, and spending time with friends and family by the lake.

Alex is a Client Concierge at Foguth Financial Group and is new to the wealth management industry, bringing with him a strong background in athletics and leadership. Originally from England, Alex moved to the United States 14 years ago as a college athlete, playing soccer at both Nebraska and South Carolina before pursuing a professional career across several states. Following his playing career, he transitioned into coaching elite travel soccer in Michigan, where he developed a passion for mentorship and team development.

Alex lives with his wife, Rachel, their three children, Ibiza, Zadar, and Alfie, and their two dogs, Maci and Cali. Outside of work, he enjoys golfing and continuing to coach soccer, staying active and engaged in the community he now proudly calls home.

Rick joined Foguth Financial Group after spending 12 years living in beautiful Montana. In his most recent role, he was booking concerts and events at Montana State University. Rick is passionate about personal finance and seeks to help others achieve their goals. Rick is a graduate of Central Michigan University & currently resides in Brighton with his family. When not at work, you can find us camping, hiking, exploring state parks, & watching football (Fire up Chips!, Go Blue, and Go Lions!)

Alicia joined Foguth Financial Group in November 2023, bringing 18 years of experience in financial management to the team. Originally from Dayton, Ohio, Alicia sought the unique opportunity to help build the RIA from the ground up and contribute to its growth. During the day, she manages the Trading and Cashiering desks. In her free time, Alicia enjoys working on her crafting projects and spending time with her dog and cats. She is also excited to live in a state where she can freely support her beloved Michigan Wolverines and the Detroit Lions!

Hannah Ludwig is an Investment Trading Specialist at Foguth Financial Group. A graduate of Michigan State University, she earned a degree in Finance with a minor in Entrepreneurship and Innovation. During her time at MSU, Hannah gained experience as an investment banking summer analyst at Palatine Wealth Management and served as an international market researcher for the Broad College of Business.

Originally from Fenton, Michigan, Hannah enjoys traveling, skiing, and golfing in her free time.

Ben is the Manager of Advisory Services at Foguth Financial Group, bringing a unique background to his financial career. Previously, he spent 18 years in law enforcement, working for the Coral Springs Police Department in Florida and later the Northville Township Police Department in Michigan. During his time as an officer, Ben held roles as an instructor, field training officer, SWAT operator, and sniper. Now, he is excited to embark on a new path in financial planning and holds a Series 65 and MI Life license. A proud Michigan native and MSU alum with a BA in Criminal Justice, Ben enjoys skiing, hunting, and taking on home improvement projects. He is an avid supporter of MSU football and basketball and enjoys coaching his sons' sports teams. Ben and his wife, who met in Florida, have been married for 12 years, and together with their two boys, they cherish spending time up north whenever they can.

Ryan is an Associate Financial Advisor at Foguth Financial Group with eight years of experience in the financial services industry. He holds degrees in both Finance and Economics from Grand Valley State University and is licensed with the SIE, Series 7, and Series 65. Ryan is passionate about helping clients develop personalized strategies that bring clarity and confidence to their financial journeys, drawing on both his education and hands-on industry expertise.

Originally from Saline, Michigan, just outside Ann Arbor, Ryan enjoys staying active and connected to the community. He’s an avid Detroit sports fan and can often be found cheering on the Tigers, Lions, or Red Wings. In his free time, he also enjoys fitness, traveling, hiking, and spending time with his girlfriend, friends, and family. His well-rounded interests and dedication to client service make him a strong addition to the FFG team.

Corbyn is an Associate Advisor at Foguth Financial Group’s Ann Arbor office. He holds a Master of Business Administration (MBA) in Finance from Central Michigan University, along with a Bachelor's degree in Communications and a minor in Business Administration. Corbyn is licensed in Michigan for Life and Health Insurance. Born and raised in Chelsea, Michigan, Corbyn is deeply connected to his roots. He was a standout wrestler at Central Michigan University, serving as a two-time team captain and a three-time NCAA National Tournament qualifier. He continues to share his passion for the sport as an assistant wrestling coach at Brighton High School. Corbyn enjoys spending time with his wife, Brenna, and their beloved boxer, Minnie. When he’s not working or coaching, you can find him embracing his community and living an active lifestyle.

Kade is an Associate Advisor at Foguth Financial Group with experience in both financial advising and real estate. With 1.5 years as an advisor and two years as a real estate agent, Kade brings a well-rounded perspective to financial planning. Holding a Bachelor’s Degree in Finance from Grand Canyon University, Kade is also licensed with a Series 66, Series 7, SIE, and Arizona Life & Health Insurance License. Born and raised in Wickenburg, Arizona, Kade enjoyed growing up in a close-knit small town. Outside of work, he has a passion for the outdoors, spending his free time hunting, fishing, camping, and playing basketball and baseball. Family remains a central part of his life—his parents still reside in Wickenburg, while his sister is currently attending school in Utah.

Kellan is an Associate Advisor at Foguth Financial Group, where he combines his strong academic background with a passion for helping clients achieve their financial goals. He earned his Bachelor’s degree in Finance from Michigan State University and went on to complete a Master’s in Finance at Case Western Reserve University. Kellan is excited to apply his knowledge and skills to support clients in building strategies that bring clarity and confidence to their financial futures.

Originally from Livonia, Michigan, Kellan has a lifelong love for both academics and athletics. Outside of the office, he enjoys staying active through soccer and golf, as well as spending time outdoors appreciating nature. His well-rounded approach, both professionally and personally, reflects his commitment to growth, balance, and making a positive impact in the community.

Jackson is an Associate Advisor at Foguth Financial Group. A graduate of Hope College with a degree in Business Administration and Economics, Jackson began his career in financial services right after college, bringing prior experience in corporate finance.

Originally from Hudsonville, MI, he enjoys boating, golfing, and spending time with his family, friends, and girlfriend, Gabby. A former college football player, Jackson is an avid fan of Michigan summers and all things U-M and Detroit sports.

Dennis is a former business owner who successfully ran his restaurant for five years, bringing a lifelong passion for entrepreneurship that began in his family’s business. Originally from Farmington Hills, he attended both Michigan State University and Wayne State University, where he pursued his academic interests before transitioning into the world of business. A devoted fan of Detroit sports—especially the Lions—he also enjoys movies, television, and reading historical biographies. Outside of work, he values quality time with his family, particularly his niece and nephews, who keep him grounded and inspired.

Alex is an Associate Advisor at Foguth Financial Group, where he supports clients in navigating their financial goals with confidence and clarity. A proud graduate of Michigan State University, Alex holds a degree in Finance with a minor in Financial Planning and Wealth Management. Before joining Foguth Financial, he gained valuable experience as a Capital Markets intern at United Wholesale Mortgage, where he developed a strong foundation in market analysis and client service.

Originally from Lake Orion, Michigan, Alex brings a thoughtful, people-first approach to his work, always striving to make a meaningful difference in the lives of the families he serves. Outside the office, Alex enjoys golfing, cheering on Michigan State sports, and spending quality time with his family and friends.

Abigail is a finance professional with a strong foundation in mortgage underwriting, having spent a year and a half in the industry developing expertise in risk assessment and loan evaluation. Prior to transitioning into finance, they worked as a personal trainer and youth cheer coach, experiences that strengthened their communication skills, discipline, and ability to motivate others. They hold a Bachelor of Business Administration in Finance from Walsh College in Troy, Michigan, and are currently pursuing a Master of Business Administration (MBA). Originally from New Baltimore, Michigan, they enjoy spending time outdoors deer hunting at their family cabin in Mio, golfing, and snowboarding. They live with their family and their German Shorthaired Pointer, and credit early inspiration from a close family member who is a Certified Financial Planner (CFP).

Michael is an Associate Advisor at Foguth Financial Group, where he brings early career experience in financial advising and a strong educational foundation in finance. After graduating from Oakland University with a degree in Finance, he began his career interning on a credit union advisory team before joining an RIA firm in Southfield. These experiences helped him build a solid understanding of client service, investment strategies, and the importance of aligning financial planning with personal goals.

Born and raised in the Macomb and Romeo area, Michael is proud to be building his career close to home. Outside of work, he enjoys spending time in the outdoors, whether fishing or hiking, and he’s an enthusiastic supporter of Detroit sports—especially the Pistons and Lions. His passion for both his community and his profession drives his commitment to helping clients achieve long-term financial confidence.

Trevor serves as the Director of Talent Acquisition at Foguth Financial Group, bringing more than 15 years of expertise in corporate, professional, and executive recruitment. With a proven track record in optimizing hiring processes, enhancing employer branding, and building high-performing teams, he has helped organizations scale during pivotal periods of growth. Prior to joining FFG, Trevor led the salaried recruitment team at RealTruck, Inc., where his leadership played a critical role in expanding the company’s workforce from 2,000 to over 5,000 employees. He also holds six industry certifications, including specialized credentials in Veteran Recruitment and Diversity & Inclusion Hiring.

A Hartland native, Trevor has proudly called Livingston County home since childhood and is excited to use his skills to strengthen the community where he grew up. He and his wife, Hayley, live in Hartland with their young son, Cooper. Outside of work, Trevor is dedicated to family life and enjoys being part of the local community, finding great fulfillment in helping build strong teams that make a lasting impact right here at home.

Nicole is the Executive Assistant at Foguth Financial Group, bringing a strong background in operations and customer relations. She has extensive experience supporting executive leadership, improving internal processes, and ensuring smooth day-to-day operations. Prior to joining FFG, Nicole served as Executive Assistant at Tom Holzer Ford and also held the role of Director of Customer Relations for the dealership, where she focused on enhancing the customer experience and operational efficiency. She holds a Bachelor’s degree in Child Psychology and is passionate about creating organized systems that support both leadership and team success. Born in Michigan and raised in Pennsylvania, Maryland, and Illinois, Nicole now lives in South Lyon with her 9-year-old son, whom she fostered and adopted, and their Aussie-doodle, Mocha. Outside of work, she enjoys watching her son play football and lacrosse, attending sporting events, and reading.

Rose brings extensive experience in administration, technology, and management, and is known for her genuine commitment to working with people. Her career—shaped by living on both coasts of the U.S.—has strengthened her ability to build strong relationships, support teams, and create positive, productive work environments. After moving to Clarkston, Rose joined Foguth Financial Group, where she applies her leadership, technical expertise, and people-first approach in her current role.

Ali is an experienced operations specialist with over six years in the private finance sector in the Valley of Arizona. Originally from Minnesota, she has a strong focus on optimizing business processes and improving operational efficiency within private finance companies. Ali specializes in HR, helping businesses recruit top talent, streamline workflows, and create environments where organizational goals align with ethical practices. With extensive experience in executive assistance and administrative roles, she has successfully organized over 100 corporate events, showcasing her ability to manage complex projects. Ali’s past achievements also include being recognized as a top sales performer, further demonstrating her versatility and drive. Her bright, positive spirit and dedication to client satisfaction make her an invaluable asset to any team. In her free time, Ali enjoys hiking with her dog, Tonto, and embraces a healthy work-life balance.

Allison is an Office Manager at Foguth Financial Group, bringing strong leadership and operational experience from her six years with a Domino’s franchise in Northern Michigan. During that time, she managed two locations as a General Manager before advancing to District Manager, where she oversaw five stores. Allison’s strengths lie in team management, people development, and maintaining high operational standards. She is passionate about helping others grow, teaching new skills, and supporting people in finding opportunities that help them succeed.

Originally from Potterville, Michigan—a small town outside of Lansing known for Joe’s Gizzard City and the annual Gizzard Festival—Allison now lives in Traverse City with her partner, Hayden. Outside of work, she enjoys running, baking, cooking, and proudly considers herself a plant enthusiast.

Brooke is the Office Manager at Foguth Financial Group's Maumee, OH, location, bringing 24 years of experience in the newspaper industry. She spent 17 years at The Pittsburgh Post-Gazette and seven years with The Blade, supporting multimedia advertising sales as a customer service representative and ad assistant. Born and raised in Toledo, OH, Brooke has also lived in Louisville, Overland Park, and Pittsburgh. Outside of work, she enjoys attending her son’s college baseball games, spending time with her granddaughter, exploring thrift stores, and weekend jazz concerts with her husband. She is married with three sons, one daughter, a daughter-in-law, and a beloved three-year-old granddaughter.

Carol has over 25 years of experience as an office professional/administrative & executive assistant. Carol brings a deep commitment to service, attention to detail, and hospitality. She is passionate about creating a welcoming environment and supporting both clients and team members so they can focus on what matters most. Born and raised in Shelby Township, Carol now resides in Livonia with her husband and two sons. Outside of work, she enjoys spending quality time with her family, doing anything from biking and hiking to relaxing by the perfect bon fire.

Cori is the Office Manager at Foguth Financial Group, bringing a diverse background in physical education, athletic direction, insurance sales, and personal training. She holds a degree from the University of Michigan, licenses in property & casualty and life/health insurance, and a Level 1 CrossFit certification. Originally from Fenton, Cori enjoys the local restaurant scene and an active lifestyle of weightlifting, running, and biking. In her free time, she loves spending time with her two daughters, her husband, and her dogs, making family moments a priority.

Julie is happy to have found her professional home at Foguth Financial Group, having over 15 years of experience in office administrative services. Having worked several years for a pediatric office and through the public school system, she is happy to have landed here at FFG. She was elated to win the Proud & Loyal Award from Mike Foguth and strives every day to give her best to her company and the clients our firm touches. She grew up in Manchester and Pinckney, going to Dexter High School and graduated with an English Literature & Communications degree from Eastern Michigan University. She enjoys playing regularly in Euchre tournaments and loves to be on the stage, starring recently as Dolly in The Matchmaker through Ann Arbor Civic Theatre. She is the proud parent of Danny and Emma, who are working on their college degrees and are the joy of her heart. Her greatest joy is to bring a smile and a laugh to those around her and to help out others, making a difference one person at a time.

Stacy brings 13 years of administrative expertise to her role as Office Manager at Foguth Financial Group, where she ensures exceptional client experiences, efficient scheduling, and seamless daily office management. With six years of experience in mental health advocacy, Stacy is passionate about helping others. Raised in the small town of Muir, MI, Stacy grew up on a family farm with a rich history of raising draft horses and community connections. In her free time, she enjoys hiking with her Siberian Husky, Wynter, paddleboarding, and capturing life’s moments through photography. Stacy and her husband Nate share their home with Wynter and three cats: Olive, Oliver, and Boots.