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Your Dreams ~ Our Team

Our Process

How We Do It

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@Aspen Offices Are Headquarted In Michigan & Enthusiastically Serve Clients Across The Country

A look into our practice 

The @Aspen team provides a positive, productive, entrepreneurial and collaborative environment. We are a family who cares about each other personally and professionally.


We know that most of our first time critical financial decisions were made with limited experience. The @Aspen team has clients at every stage of life. We have learned from all of these experiences so we are there for you when you are ready to make appropriate financial decisions.


Over 1 Billion Dollars Of Assets Placed Under Management

Each dollar is a testament to the trust that our clients have in us, which we do not take lightly. Our goal is to continually keep that trust by knowing our clients, their needs, goals, and risk tolerance.



Over 150 Years of Combined Experience

There is no replacement for knowledge and experience. Although we have many years of combined experience, we are continually bettering our breadth and depth of advice through continuing education and designation acquisition.

Comprehensive and Holistic Planning Strategies for Life, Financial, Retirement, and Estate Planning

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Why Choose Us

Because we are Reliable.

Just as the Aspen tree is deeply rooted, the @Aspen team has deep roots in Michigan. At every stage of your life, we have you covered.

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Our Mission

To Redefine your Brand.

Our promise to you is to subscribe to the @Aspen philosophy of putting client needs first through professionalism, integrity, competency, and confidentiality. Our goal is to empower you to pursue your best future.

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What We Do

Make our Clients Happy.

As members of @Aspen we take a holistic approach by listening and understanding your situation, respecting your assets, and educating you on your options. We provide clear recommendations, track your progress, and review any changes in your life.

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