Kathleen L. Aksten
LPL Investment Advisor Representative
Kathleen L. Aksten has been working in the financial industry since 1981. She is a Registered Representative and an LPL Investment Advisor Representative (IAR). She is a Accredited Investment Fiduciary who meets the requirements established by the Center for Fiduciary Studies. She maintains and exceeds the minimum continuing education standards required to maintain her life insurance license and securities registrations. Her financial services practice emphasizes a conservative investment management approach utilizing various forms of securities and insurance products to pursue her clients financial goals.
Kathleen is a mother of three and resides on her Triple Diamonds Alpaca Ranch, Michigan.
Michelle Joseph
LPL Investment Advisor Representative
Michelle Joseph is an LPL Investment Advisor Representative. She has been working in the financial world since 1991. She brings a wealth of experience and knowledge to her role as a LPL financial advisor. Her diverse background and training enable her to help clients pursue their long-term financial goals through comprehensive, individualized financial planning.
Michelle is a mother of two and grandmother of four and resides in her childhood home in Lansing, MI.
Danielle Henry
LPL Investment Advisor Representative and Client Services
810-229-1949
Danielle is an LPL Investment Advisor Representative, and has been in the financial industry since 2007. Her experience in the insurance and investment fields give her extensive knowledge to support our advisors and clients. Danielle enjoys being active in the community, by participating in the local theatre, and helping with local events in the area. Her passion for serving others is reflected in her work with our team.
Danielle is a mother of two girls and resides in Pinckney, MI with her family and Golden Retriever.
The Team
Jessica Keilman
Administrative Assistant
810-229-1949
Jessica been supporting the Premier Financial team for three years. Her extensive knowledge of our client management systems and software makes her an an integral part of the office running smoothly and efficiently. She lives in Howell...
Cindy Guagliardo
Administrative Assistant
810-229-1949
Cindy has been an integral member of the Premier team for over 20 years! Her experience in the financial planning world and data entry is priceless. She is our projects lead and handles all things regarding Required Minimum...