PARAMOUNT WEALTH - Key Persons
Brennan serves as a wealth advisor for one of our advisory teams.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a registered representative of Raymond James Financial Services.
Brennan plays an active role in helping clients clarify their goals and make informed decisions to simplify and organize their financial lives. The comprehensive financial planning he provides includes the coordination of investment, tax, estate, retirement income and preservation planning. In doing so, his goal is to empower clients, yet keep them accountable to the plan.
Brennan began his career at Paramount Wealth Management, interning for two years prior to joining the firm full time in 2010. Earlier in his life, Brennan worked at the Country Club of Jackson, where he held a variety of positions. He earned a Bachelor Degree in Finance from Michigan State University.
Brennan resides in Jackson, Michigan, with his wife, Lisa, and children, Avery and Cooper. In his free time, he enjoys lake activities, golf, mountain biking and traveling to see friends and family. Brennan is a member of Queen of the Miraculous Medal Catholic Church in Jackson.
Job Titles:
- DIRECTOR of OPERATIONS, PWM
Candace grew up in the office and saw firsthand how much her dad enjoyed helping people. When it came time to choosing her own career, it just felt like a natural fit.
Caring and family oriented, Candace is devoted to cultivating long-term relationships with our clients. She wants them to have an exceptional experience and know that they can count on us for any financial matter or event in their lives.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Candace is instrumental in creating financial plans personalized to each client's unique perspectives and objectives. She knows that preparing for retirement can be intimidating, so she is careful to guide clients through the planning process to help them gain confidence in their ability to retire comfortably.
Before joining our team in 1996, Candace earned a Bachelor Degree in Economics and Business Management and an Associate Degree in Banking and Finance from Northwood University in Midland, Michigan. She holds the Series 24 securities license, enabling her to manage and supervise branch activities.
Originally from Concord, Michigan, Candace resides in Jackson, Michigan, with her husband, Jeffrey, children, Gordon and Josephine, and their Bernese Mountain dog, Nessie! In her free time, Candace enjoys camping in her airstream and big family adventures, especially to Maine! In addition to her adventures, Candace enjoys swimming, meditation and cooking (mostly trying to avoid setting off the smoke detectors).
Job Titles:
- DIRECTOR of COMMUNICATION and EXPERIENCE, PWM
Carrie joined us in the fall of 2021 as Director of Communication and Experience. While coordinating client events and communications, she ensures that we consistently "wow" the incredible clients that we work with; anticipating needs, maintaining communication, following through, and providing meticulous attention to detail.
Carrie began her career in banking and then became Director of the Ford Motor Company Summer Intern Program. After taking time off to raise her children, she reentered the workforce as an Administrator. Carrie has experience with coordinating events, managing data and communications, and providing exceptional customer service.
Carrie grew up in Plymouth, Michigan and after being out of state for close to 20 years, has moved to Jackson, Michigan with her husband, Tom. Their daughter, Emily, lives in St Louis and son, Zachary, in Chicago.
Carrie earned a Bachelor of Arts degree in Business and Political Science from Calvin University in Grand Rapids, Michigan. In her free time, Carrie enjoys cooking (and eating!) and spending time on her boat with friends and family.
Donald serves as a Wealth Advisor for one of our advisory teams and is also a registered representative of Raymond James Financial Services. He considers clients to be friends and part of the family and strives to make financial planning as much fun as possible. He truly enjoys helping people pursue and achieve their inspiration.
Donald works closely with clients, helping them clarify their goals, to create a financial plan designed specifically for them. The plan incorporates tax and investment strategies while creating a roadmap for retirement income. Estate planning is a must because no one knows what the future holds. Donald's goal is for clients to stay true to their plan and achieve their financial inspirations.
Prior to joining the family practice in 2000, Donald was a loan officer and member service representative with CP Federal Credit Union. He earned a Bachelor Degree in Business Management and an Associate Degree in Marketing from Baker College.
Originally from Concord, Michigan, Donald lives in Jackson, Michigan, with his wife, Kelly, and twin daughters, Tenley and Harper. In his free time, he enjoys golf, technology, fitness and spending time with family and friends.
With her bright smile and welcoming personality, Elayna is the first person to greet you when you enter our office, ensuring that every visit starts with a warm and friendly experience. Along with many "behind the scenes" responsibilities, Elayna schedules and confirms client visits, helps with new account openings, money movement, and many other client concierge services. She is dedicated to bringing the highest level of service and care to our clients and team members alike.
Elayna previously worked as a Financial Service Representative for a local bank and has experience in both the financial industry and in servicing clients.
Elayna was raised in Hillsdale, MI and still lives there with her husband, Dorion, who was her high school sweetheart. They have a cat, Scout, and a Chocolate Labrador, Smokey. Elaina is an avid reader and enjoys hunting for Petosky stones up north.
Job Titles:
- Director of Relationships, PWM / Financial Professional, RJFS
Gretchen assists in cultivating and managing existing client relationships with an innate focus on organization and coordination that is second to none. Gretchen supports and assists the team through every aspect of daily operations, and she enjoys getting to know clients and helping them reach their goals.
She is a registered representative of Raymond James Financial Services. Prior to joining our team in 2014, Gretchen was a personal banker with Chase Bank in Chicago for two years. She was then promoted to client service associate with JPMorgan's private bank, working for five years between the Chicago and Bloomfield Hills offices.
Gretchen earned a dual Bachelor of Arts in Economics/Management and German from Albion College.
Gretchen was born in Wheaton, Illinois, and raised in Jackson, Michigan. She grew up in a family where finances and investments were often discussed, as her father was a CFO and her mother worked in commercial lending and retail banking.
Gretchen currently resides in Brooklyn, Michigan, with her husband, Brad (a multi-sport Varsity coach), son, Baker and daughter, Collins. She is also a member of St. Rita's Catholic Church.
In her free time, Gretchen enjoys working out on her peloton and chasing the top spot on the team leader board at the office! When she isn't on the peloton, you can find Gretchen rooting for her favorite teams (Green Bay Packers and University of Michigan), traveling and spending quality time on the lake with family and friends.
Job Titles:
- DIRECTOR of CLIENT SERVICES, PWM
Krystal handles all aspects of client services. She prides herself in the thoroughness of her work. Krystal works together with our team to deliver an exceptional client experience. She provides prompt and thorough execution of client requests and assists with addressing each client's individual needs.
Prior to joining our team in 2018, Krystal was a Patient Representative at St. Joseph Mercy Chelsea Hospital. She started her career in health care and later switched to business.
Krystal graduated from Baker College of Jackson with academic honors, earning a Bachelor of Arts Degree in Business Administration and an Associate Degree in Accounting.
She resides in Grass Lake, Michigan with her husband, Bill, son, Krystian, and their dog, a Terrier named Ziva.
In her free time, she enjoys kayaking, hiking, traveling, and spending time with her family and friends.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- DIRECTOR of ACCOUNTING and FINANCE, PWM
Mary Anne manages all aspects of administration, accounting and compliance, supporting our team's effort to deliver the highest level of client service. She approaches each planning task with integrity, honesty and attention to detail. With her accounting background, she is ever mindful of the impact taxes have on investments.
Mary Anne is a CERTIFIED FINANCIAL PLANNER™ practitioner, a registered representative of Raymond James Financial Services and holds the Series 24 license (General Securities Principal).
Mary Anne earned a Bachelor Degree in Hotel, Restaurant and Institutional Management from Michigan State University. Prior to joining our team in 1997, she owned and operated The Brass Lantern Restaurant in Adrian, Michigan, for 17 years.
Originally from New Lothrop, Michigan, Mary Anne lives in Onsted, Michigan, with her husband, Don. She enjoys adventure travel, photography, golf, knitting and spending time with her family. She is a member of St. Mary's Catholic Church.