Carolynn Bridges | Wealth Manager & Certified Financial Planner

SAGEPOINT FINANCIAL & MIDWEST FINANCIAL ADVISORS REALWEALTHMEDIA.COM
CBRIDGES@SAGEPOINTADVISOR.COM | (586) 997-1110

About: Carloynn is an Independent Certified Financial Planner™ with over 10 years' experience in Financial Services. She enjoys helping individuals stepping into retirement, coaching businesses on tax efficient compensation packages, and inspiring individuals to make a plan for achieving their ideal future vision.

Carolynn is active in her local community as the Chapter Head of a local community business leadership group, and she volunteers to provide financial literacy education to consumers. She enjoys public speaking, has served on the Advisory Committee to the Board of Directors of a regional credit union, and served as the President of a local investment Chapter, all while working on authoring her first book. Carolynn holds the Certified Financial Planning™ designation, denoting the highest service standard in the Financial Planning industry.

Specialties: Empathy, trust, and communication are the foundations of Carolynn's client relationships. Carloynn specializes in Estate Planning, Insurance, Investments, Retirement Plans, and College Plans.

Quote: “The purpose of life is to discover your gift. The Work of life to develop this gift. The Meanin of life is to give this gift away.” - David Viscott

Connect: Contact Carolynn at CBridges@SagePointAdvisor.com or at (586) 997-1110, or visit her website below!


MEMBER SINCE MAY 2018

Nicole Palmer | Mortgage Broker

CAPITAL LENDING
WWW.FACEBOOK.COM/NICOLEPALMERMORTGAGELENDER
NICOLEPALMERMLO@GMAIL.COM | (586) 292-1347

About: Nicole Palmer is a graduate of Walsh College, where she majored in finance. Nicole has been in the finance industry for many years, she is the top producing originator in her office. She loves everything about her job: beautiful homes, approving clients, and working through challenges with sellers and buyers. With prior management experience, she has developed the framework for a helpful customer service mindset to exceed client expectations.

Specialties: Nicole provides clients with professional advice for their home financing services. She prides herself on providing professional ethical and honest advice with a very high level of customer service to all of her clients. Whether you are purchasing, looking to renovate a home, build, transfer a mortgage or re-finance an existing mortgage, her role is to find the most suitable mortgage product for your particular circumstance. As a mortgage broker, she is able to offer clients the most innovative home financing products available in the marketplace today.

Quote: "The master has failed more times than the beginner has even tried." - Unknown

Connect: Contact Nicole at nicolepalmermlo@gmail.com or at (586) 292-1347 or visit her website below!


MEMBER SINCE JULY 2018

Kendra Rozboril | Attorney

RUTKOWSKI LAW FIRM | WWW.RUTKOWSKILAWFIRM.COM
KRR@RUTKOWSKILAWFIRM.COM | (248) 792-9193

About: Kendra obtained her Bachelor of Arts degree in Political Science from Albion College, with a a Spanish and Economics double minor. After her undergraduate studies, Kendra received an honors scholarship to attend Western Michigan University Thomas M. Cooley Law School. Kendra was the Senior Articles Editor for the school's Law Journal of Clinical and Practical Law, and she graduated in May 2016 with honors. She has been with Rutkowski Law Firm since January 2016; first as a law clerk, and now as an attorney.

As an attorney, Kendra loves that she helps her clients through the legal process. Whether it is guiding a personal representative through the probate court, or applying for Medicaid nursing home benefits, Kendra takes solace in knowing that she helps people through difficult times.

Specialties: Before becoming an attorney, Kendra worked in an assisted living facility. The patients that she assisted were those with dementia and Alzheimer's in the later stages of their respective diseases. This experience lead Kendra to the types of law that she currently practices: Probate, Guardians and Conservators, Elder Law, and Trust Administration. More specifically, Kendra primarily represents individuals who are appointed as either personal representative of an estate, a guardian or conservator of a loved one, or a trustee of a trust.

Quote: "Fight for the things that you care about, but do it in a way that will lead others to join you." - Supreme Court Justice Ruth Bader Ginsberg

Connect: Contact Kendra at krr@rutkowskilawfirm.com or at (248) 792-9193 or visit her website below!


MEMBER SINCE JULY 2018