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About Us

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.
Douglas Pastor

Douglas Pastor

    • Financial Advisor
    Douglas Pastor

    Douglas Pastor

      • Financial Advisor
      Douglas was born in Flint, Michigan. His father, Don Pastor was a second-generation General Motors employee, and his grandfather came over from Hungary in 1935. Growing up in Genesee County, he attended Holy Rosary High School and graduated with a Bachelor's degree in Business Administration from the University of Michigan. Douglas previously served as chairman of the board for the Whaley Children's Center and served as vice chairperson for the Lapeer County Hockey Association. He resides in Davison with his three kids, Luke, Lauren, and Andrew. He enjoys playing golf, hockey, fishing, and spending time with his family.

      Contact

      • Send a Message
      • 810.214.3536

      Education

      • University of Michigan

      Language

      • English
      Todd Ferguson

      Todd Ferguson

        • Financial Advisor
        Todd Ferguson

        Todd Ferguson

          • Financial Advisor

          Todd Ferguson, Financial Advisor, was raised in Davison, Michigan. His mother is a retired teacher, and he followed his father, a banker, into the field of business. He attended Davison High School and graduated with a Bachelor's degree in Finance from Michigan State University. Todd recently served as treasurer of the Davison Board of Education and currently serves on the board of the Davison Education Foundation. He still lives in Davison, with his wife Andrea, daughter Blake and son Nik. In his free time likes to golf, spend time with family and travel.

          Contact

          • Send a Message
          • 810.214.3536

          Education

          • Michigan State University

          Language

          • English

          Angie Schmitt

            • Client Associate

            Angie Schmitt

              • Client Associate
              Angie Schmitt (Client Associate) resides locally with her husband Joe and her three children Joshua, Abbey and Matthew. She graduated in 2000 with an Associate degree in business.  In her spare time she enjoys spending time with her family and watching her children's sporting events.

              Contact

              • Send a Message
              • 810.214.3536

              Language

              • English
              • 1016 S. State Road
                Suite B
                Davison, MI 48423
              • 810.214.3536
                Send a Message
              • Home
              • About Us
                • Our Mission Statement
                • Our Associates
                • Our Qualifications
                • Access Your Account
              • Resources
                • Glossary
                • Tax Library
                • Newsletters
                • Articles
                • Calculators
                • Videos
              • Contact Us

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              • Not Insured by the FDIC or Any Federal Government Agency
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