Erin Shelton is a graduate of the University of Michigan, and spent the first ten years of her career in the non-profit world, working with people with disabilities and being part of the formation of a non-profit that continues to serve people with disabilities.  This work naturally lends itself to the planning world, and she continues to serve on several non-profit boards, including the start-up of Open Book Theatre Company in Trenton. Non-profit work and small businesses have many of the same challenges, and she appreciates working with both.  She also enjoys working with individuals, especially during life transitions. She serves on the Board of Directors for the Trenton Business Association, is an Ambassador for the Southern Wayne County Regional Chamber, and is very active at St. Thomas Lutheran Church on Grosse Ile.

Jennifer Brown joined us in 2011, bringing experience from office management and the co-owner of Custom Kitchen Creations, a kitchen remodeling company.  This experience and attention to details lends itself to investment management and client service.  Jennifer is an alumni of the Monroe Chamber Leadership Monroe Program, is an active volunteer for the Community Foundation of Monroe County including sitting on their finance committee, as well as serving as an Ambassador for the Monroe Chamber of Commerce.  Jennifer has a passion for helping people to make smart choices with their money while navigating life’s many obstacles and planning for a happy, healthy retirement.