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About Us
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Glenn C. Hirt
Managing Director - Investment OfficerFinancial Advisor
– 40 years' investment experience
– 25 years' with Wells Fargo Advisors
– B.S. Michigan State University
– Securities Registered: 7, 9, 10, 63 and 65
– Recognized as a Wells Fargo Advisors Premier Advisor*
– 2018, 2019, & 2020 Forbes Best-in-State Wealth Advisors Ranking **
Affiliations/Community Involvement
– Investment Mgmt. Consultants Association (IMCA) (85-88)
– Board of Elders at Westside Community Church (13-15)
– Board of Goodwill Industries of Northern Michigan (11-17)
*The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.
**Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
James R. Julian
Senior Vice President - Investment OfficerFinancial Advisor
– 26 years' investment experience
– 20 years' with Wells Fargo Advisors
– B.S. Western Michigan University
– Securities Registered: 7, 63, 65
– Life Insurance and Annuity Licensed, CA Insurance Lic # OB30314
– Recognized as a Wells Fargo Advisors Premier Advisor*
*The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.
Ryan M. Black, CFP®
CERTIFIED FINANCIAL PLANNER™Financial Advisor
– Securities Registrations: 7 and 66
– Life Insurance and Annuity Licensed
– B.S. Michigan State University
Affiliations/Community Involvement
– Leadership Grand Traverse
– Active member of TCNewTech
Renae A. Brown
Senior Registered Client AssociateVice President
– 30 years' experience – WellsFargo Advisors
– Securities Registrations: 7, 9, 10, 63 and 65
– Recognized as a Wells Fargo Advisors Distinguished Service Professional past 5 years*
Affiliations/Community Involvement
– Group leader and active member of Westside Community Church
– Volunteer at Alzheimer's care center Cherry Hill Haven
*The Distinguished Service award is designed to recognize outstanding branch support team members who embody the firm's Core Values such as service, respect, integrity and teamwork.
Rachelle Flees
Senior Registered Client Associate– 16 years' experience – Wells Fargo Advisors
– Securities Registrations: 7, 63 and 65
– Recognized as a Wells Fargo Advisors Premier Client Associate the past 6 years***
***The Wells Fargo Advisors Premier Client Associated distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
Why Invest With Us
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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.