Meet the team
Brian Gerrans, CFP®
LPL Financial Advisor
Brian Gerrans, CFP® graduated from Western Michigan University in 1999 with a BBA in Finance. Brian started his career with Waddell & Reed in Muskegon, MI in 1999 and obtained his CFP® mark in 2009. While working independently...
Cindie Jones, CFP®
LPL Financial Advisor
Cindie K. Jones, CFP® received her Bachelor of Business Administration from Northwood University in 1982. She was a Registered Representative at Waddell & Reed from 1999-2021 before joining LPL Financial and earned her CERTIFIED...
Andy Hein, CFP®
Advisor Associate
Andrew Hein is from Ludington, MI and specializes in Financial Planning. He is married to Kelly and together they have a daughter, Hannah. In his free time, Andy enjoys golf, hunting and fishing.
Mikal Moranz
LPL Financial Advisor
231-727-8610
Sarah Lysiak-Rahrig
Director of Client Experience
231-727-8610
Sarah Lysiak-Rahrig is from Muskegon, MI. She graduated from Grand Rapids Community College in 1998 with an associate degree in Science – Radiology Technology. Sarah also graduated in 2007 from Baker College – Muskegon with...