Our Team

Randy 2013 72
Randy Verlin, CFP® graduated from Western Michigan University and received his Certified Financial Planner designation from the College for Financial Planning in 1997. He began helping clients in 1985 and is Series 6, 7, 24 and 63 licensed. Randy is the owner and principal of Verlin Financial.
Greg web 2014

Greg Hardy, CFP® graduated from Western Michigan University with a degree in business administration, majoring in personal finance, and works in client services. He is series 7, 63, and 66 licensed and also holds a license in Life, Health and Accidental insurance.

   

 

Roger 2013 72
Roger Severence graduated from Western Michigan University in Finance. Roger handles client services, such as; trading, scenario planning, asset allocation, and CIRStatements.

 

Check the background of investment professionals on FINRA’s BrokerCheck.

Wendi 2013 72
Wendi Verlin graduated from Western Michigan University with a degree in business administration and works in account services. Wendi prepares all paperwork for new accounts, receives requests for distributions and account changes, and processes all model and profile changes.
Amy Fluty works in account services. She prepares paperwork for new accounts, receives requests for distributions and account changes.