Broker Check

Our Team

Stefanski Holmes Wealth Management, LLC:

James Stefanski, MBA

Senior Client Services Associate

[email protected]

Jim Stefanski specializes in assisting our advisors as they develop distribution strategies for retirement, estate planning, corporate retirement plans, and business exit planning. Jim strongly values openness and honesty and has a...

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Danielle Holmes, CFP®

Wealth Consultant

[email protected]

Danielle Holmes is dedicated to helping clients optimize the distribution phase of their retirement. By understanding the client’s unique situation, Danielle is able provide an individualized strategy that allows clients to make...

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Nicole Stojov

Executive Assistant

517-376- 6273

[email protected]

Nicole Stojov is an Executive Assistant at Stefanski Holmes Wealth Management. She strives to assist us in helping our clients meet and exceed their life goals with the highest level of customer service, organization and follow through...

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American Group Retirement Strategy Centers:

Tod Phillips, ChFC, CLU

Financial Consultant

Tod R. Phillips has been a financial consultant for over 30 years and specializes in providing a broad range of investment opportunities that are designed to assist his clients in reaching their retirement goals and distribution...

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Sally Cholewka

Senior Para-Planner

Sally Cholewka is the Case Planner for the America Group, focusing primarily on Financial Planning, Case Design, and Business Development. She is responsible for assisting with case analysis and developing customized financial plans to...

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Randy Malloy

Para Planner

As a case designer, Randy collaborates with advisors to assist with financial planning analyses including: life insurance, education, and investment analysis using a variety of software analytic tools. To add to his depth of finance,...

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Industry Associations:

LPL Financial - Nation's largest independent broker/dealer (based on total revenue, as reported in Financial Planning magazine, June 1996 to 2017)

America Group Retirement Strategy Centers one of the premier financial services groups with LPL Financial in Michigan