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Affiliate Contacts


Affiliates Contacts

If you have a question, or would like to speak to our affiliates about their products or services, please contact us as follows:

AMBS Investment Counsel


Contact: Wayne A. Titche, CIO
Address: 625 Kenmoor SE, Suite 307
Grand Rapids, Michigan 49546
Phone Number: 616.949.8160
Website: www.ambsinvestment.com
CCM Family Advisors, LLC


Contact: Linda Davis Taylor, Managing Director
Address: 200 S. Robles Ave.
Pasadena, CA 91101
Phone Number: 626.564.2929
Website: www.ccmfamilyadvisors.com
Clifford Swan Investment Counsel


Contact: Kathleen Gilmore, Principal
Address: 200 South Los Robles, Suite 320
Pasadena, California 91101
Phone Number: 626.792.2228
Website: www.cliffordswan.com
Convergent Wealth Advisors, LLC

David R Zier, CIMA
Executive Vice President

Address: 12505 Park Potomac Ave., Suite 400
Potomac, MD 20854
Phone Number: 301.770.6300 (Main)
Website: www.ConvergentWealth.com
Lee Munder Capital Group, LLC


Contact: Greg Mulready
Address: 200 Clarendon St., 28th Floor
Boston, MA 02116
Phone Number: 617.380.5645
Website: www.leemunder.com
Mid-Continent Capital


Contact: Lawrence J. Brottman, CFP, CPA,
Executive Vice President
Address: 150 South Wacker Drive
Chicago, Illinois 60606
Phone Number: 888.815.8922
Website: www.mccllc.com

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