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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
As a CERTIFIED FINANCIAL PLANNER™ and founder of Watershed Wealth, my passion is to guide the next generation of professionals through their unique financial journeys.
With a background in Finance from Grand Valley State University, coupled with five robust years of experience across the financial planning industry, I took a leap and started my own firm in my hometown of Alpena, MI.
Beyond growing Watershed Wealth, I’m committed to my community, currently holding multiple board positions each with a focus on community improvement.
I strongly believe in collaboration and actively engage with...
Molly Benson (CRD# 3273069) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Alpena, MI and has over 24 years of experience in the finance industry.
Daniel Blamer (CRD# 1161485) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mio, MI and has over 40 years of experience in the finance industry. Daniel Blamer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mary Cousineau (CRD# 6897148) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Alpena, MI and has over 6 years of experience in the finance industry.
Marc Ferguson (CRD# 2809873) is an Investment Advisor Representative working at Edward Jones in Alpena, MI and has over 27 years of experience in the finance industry.
Kevin Friddle (CRD# 5509653) is an Investment Advisor Representative working at Eagle Strategies LLC in Lincoln, MI and has over 15 years of experience in the finance industry.
Jay Hammond (CRD# 2065921) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Alpena, MI and has over 33 years of experience in the finance industry.
Charles Ingle (CRD# 724181) is an Investment Advisor Representative working at Edward Jones in Alpena, MI and has over 43 years of experience in the finance industry.
Mark Jackson (CRD# 4183073) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Alpena, MI and has over 23 years of experience in the finance industry.
Pamela Kirchoff (CRD# 3149623) is an Investment Advisor Representative working at Edward Jones in Alpena, MI and has over 21 years of experience in the finance industry.