Mark has been advising and servicing clients since he entered the financial planning profession in 1997. He strives to provide clients with a comfortable and comprehensive experience that is built on a relationship in which the advisor and client are a cohesive team. Clients appreciate Mark's responsiveness, openness, and attention...
Logan joined the firm in 2015. Logan advises clients on all aspects of financial planning and wealth management. He is a firm partner, serves as president in helping manage firm operations, and is chief investment officer. Logan graduated from Western Michigan University and received his Bachelor of Business Administration with...
Richard is the founder of Cranbrook Wealth Management, LLC. He was a pioneer in comprehensive financial planning in the 1980s and in the adoption of fee-based asset management in the 1990s. Richard's client-first approach, acute attention to detail, and the comprehensive nature of his planning services often placed him at...
Dominic works with clients and the firm’s senior advisors on financial planning and investment management tasks. Additionally, he helps clients with requests, such as asset transfers and account updates, and he performs research and works on special projects. Dominic serves as chief compliance officer to monitor and assess the firm's...
Jill is Cranbrook Wealth Management’s Office Manager. Jill has been working in the financial services industry since 1997 and has extensive knowledge in both banking and wealth management. The firm looks to Jill to ensure the office is running efficiently while supporting the executive team, and servicing clients. In her...
Mitch works with our firm's advisors to provide exceptional client support on various aspects of the financial planning process. Mitch graduated from Michigan State University in May 2022 with a Bachelor of Arts degree in Finance with a minor in Financial Planning and Wealth Management. He is in the process...